- Raymond James Financial, Inc. (Hanover, NH)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. * Prepares financial reports,… more
- BlackRock (Atlanta, GA)
- …Account Management team within Private Data Services is responsible for the client service and day-to-day management of clients leveraging our Managed Data ... and Accuracy of our services . + Escalate and resolve service delivery issues, ensuring proactive communication and client retention. **Operational… more
- JPMorgan Chase (Chicago, IL)
- …impacted parties. **Required qualifications, capabilities, and skills** + Skilled in managing client relationships within a financial services environment, ... Step into the role of a Client Service Senior Associate within our...environment. + Experience engaging in strategic planning to align client services with organizational goals and … more
- Edward Jones (West Palm Beach, FL)
- … client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning ... branch and client experience + Deliver excellent service by proactively anticipating Financial Advisor and...experience + 5 + years of experience at a financial services firm preferred + Series 7… more
- M&T Bank (Paramus, NJ)
- … experience. **Education and Experience Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu ... ensure it is resolved. + Utilize knowledge of products, services , internal policies, and procedures as well as external...and/or work experience, including a minimum of 2 years' financial service client service… more
- Edward Jones (St. Louis, MO)
- … client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning ... our Client Concierge Specialist to deliver excellent service by proactively anticipating Financial Advisor and... + Experience with project coordination; CAPM designation + Financial services designations, FPQP, AAMS, CFP, CFA… more
- VCA Animal Hospitals (Kennewick, WA)
- VCA Meadow Hills Animal Hospital is seeking a Part-Time Client Service Representative Hometown Care at VCA Meadow Hills Animal Hospital: Our AAHA Accredited ... relationship between the human ~ animal ~veterinarian. **Position Title: Client Service Representative** **Department: Front Office Staff**...and their pets. Coordinate and represent all facets of client services . To serve as a good… more
- Capital One (Mclean, VA)
- …opportunity as we work to help our business partners navigate its diverse client base, specialized financial products, and the constantly evolving banking ... Sr. Associate, Financial Analysis - Commercial Bank Finance The **Commercial...nor guarantee and is not liable for third-party products, services , educational tools or other information available through this… more
- Deloitte (Charlotte, NC)
- …government contracts + Familiarity with a matrix organizational structure + Professional services financial experience + Experience working with offshore and ... or similar quantitative subject + 1+ years of relevant financial analysis experience, preferably in a professional services...of experience with SAP Analysis for Office, SAP Business Client and other financial applications + 1+… more
- JPMorgan Chase (San Diego, CA)
- …**Required qualifications, capabilities, and skills** + Possess 10+ years in Financial Services , including affluent or complex relationship management and ... work collaboratively in a team environment to deliver bespoke solutions and exceptional client service . + The Securities Industry Essential (SIE) exam, FINRA… more
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