- Citigroup (New York, NY)
- …control environment: + **Leadership Management:** Leading a team proficient in client service , operational process management, Know-Your-Customer (KYC), and ... **Executive Summary** The Client Experience Group Manager is a leadership role...& Skills** + **Experience: 15+ years of experience** in financial services operational management, preferred. + **Qualifications:… more
- First Horizon Bank (Germantown, TN)
- …repetitive motions **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and ... Client Specialist and a Loan Operations Specialist. The Mortgage Warehouse Client Specialist provides customer service support and loan operations support to… more
- Bank of America (Bellevue, WA)
- …federal and state regulations and bank operational requirements, delivering compliant client advice conversations and fulfilling financial goals **Skills:** + ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Vanguard (Charlotte, NC)
- About this job: At Vanguard, we have a client -first mentality that we live and breathe every day through our mission, "to take a stand for all investors, to treat ... give them the best chance for investment success." Our Client Relationship Associates fulfill our mission by helping our...calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving… more
- BlackRock (San Francisco, CA)
- …deliver the CMS value proposition to clients - position resources, capabilities, and services to increase demand. + Support existing client relationships and ... alongside Portfolio Managers and focuses on commercializing model portfolios for Financial Advisors and their clients. The widespread adoption of Model Portfolios… more
- BlackRock (New York, NY)
- …due diligence **Preferred Qualifications** + 6-10 years' work experience in the financial services industry + Familiarity with buy-side investment management ... in scaling our projects across various asset classes and front-to-back Aladdin services , employing Aladdin's Studio platform and its robust capabilities in data… more
- WSP USA (Baton Rouge, LA)
- …signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including ... a part of a growing organization that meets our client 's objectives and solves their challenges. WSP is currently...disposal wells. As one of the world's leading professional services firms, WSP now brings world-class expertise in power… more
- Trustco Bank (Albany, NY)
- …& Service Promotion: Cross-sell and educate clients on the Bank's diverse financial products and services , enhancing client relationships and fostering ... 10-20 lbs., stand for extended periods. **Preferred** + Previous banking or financial services experience. **Schedule** Part-time position with hours aligned to… more
- ReSource Pro (Lincoln, NE)
- …the business and financial cases to successfully close sales. + Ensure client satisfaction and retention by strategically managing the client relationship. + ... & campaign initiatives/go-to-market strategies. + Learn new ReSource Pro products/ services and introduce the client base to...new ReSource Pro products/ services and introduce the client base to new Resource Pro products and … more
- NTT America, Inc. (Boston, MA)
- …Excellent leadership and team building skills + 10+ years of experience in a client service role where you develop comprehensive and complex operational and ... forward-thinking organization, apply now. We are currently seeking a Managing Director, Client Executive to join our team in Boston, Massachusetts (US-MA), United… more