- Black & Veatch (Toledo, OH)
- …drivers and motivators. + Excellent communications/human relations skills (written, verbal, client service ); ability to maintain and expand key relationships. ... review board(s). + Provides key differentiators to use regarding services offered to clients. Works with project managers and...+ General understanding of client business and financial… more
- Equitable (Charlotte, NC)
- …products (eg, pensions, annuities) and the ability to apply them to meet client goals. ** Financial Services Industry Expertise:** Understanding of industry ... work experience + 3 years of relevant experience in a financial services environment, including financial planning, divorce planning, retirement planning,… more
- Deloitte (Boston, MA)
- …these pursuits with Deloitte cross-disciplinary teams. + Work closely with Deloitte's Lead Client Service Partner (LCSP) / Client Business Unit Leader(s) ... selling professional services to Government & Public Services (GPS) clients. As the Massachusetts Client ...an account team framework (ie, working effectively with Lead Client Service Partners, Service Line/Industry… more
- VCA Animal Hospitals (Tustin, CA)
- …patients and providing those pet parents over the phone with a financial update. ESSENTIAL FUNCTIONS: * Customer service functions, including: greeting ... in the back office would be best. As a financial CSR, your duties will include creating an estimate...based on the doctor's recommendations. * Answering questions regarding services and cost * Managing medical records, charts, reports… more
- Charles Schwab (Indianapolis, IN)
- …+ **Series 7 and 63 licenses** required + **1-2 years of experience** in Client Service , Financial Services and/or Brokerage Services ... and want to grow their career with a top financial services firm. In Global Investing ...previous contact center experience + Previous experience in customer service , client support and problem resolution skills… more
- NTT America, Inc. (Austin, TX)
- …and best practices for securing networks and systems. + Expertise in positioning our service offerings across Managed Services , Support Services , Consulting ... + Significant business acumen with the ability to conduct strategic client conversations involving financial metrics. + Proven problem-solving skills… more
- Ethos Veterinary Health (Parker, CO)
- …All employment is decided based on qualifications, competence, merit, and business need. Client Services , Client Service Representative, Receptionist, ... valid conclusions. + Ability to read and interpret documents such as client discharge instructions, financial statements, CSR instructions and procedure manuals.… more
- Bank of America (New York, NY)
- Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... UHNW clients + Proven relationship building and business partnering skills. + Strong client service experience **Desired Skills:** + Experience with manager of … more
- Bank of America (New York, NY)
- Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** ... effective. **Role Specifics** The Direct Markets Coverage Group, Brokerage Services Financial Advisor is a fully licensed,...planning strategies + Delivery of an appropriate level of service over the lifetime of the client … more
- Intertek (Columbus, OH)
- …OH Intertek, a leading provider of ATIC (Assurance, Testing, Inspection, and Certification) Services , is looking for a Client Order Specialist to join our ... with resolving account problems + Manage new and existing client accounts + Use financial tools available to determine clients' credit worthiness and status… more