- JPMorgan Chase (San Francisco, CA)
- …years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
- Santander US (Miami, FL)
- …**Your Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest ... Client Lifecycle Management - Transaction Driven Financial...In this position, your goal is to deliver superior service by efficiently and accurately assessing applicable requirements for… more
- Thrivent Financial (Worthington, OH)
- …support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to Jonathan Groleau and Hannah Magrum and ... Support & Data Gathering + Collect and organize client financial data (income, expenses, assets, liabilities,...a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the… more
- Raymond James Financial, Inc. (Providence, RI)
- …60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client ... James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial … more
- KeyBank (Eugene, OR)
- … wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify products ... Client Program and will focus on the entire client relationship with a plan-based approach to financial...and services to meet client needs and refer to appropriate sales professionals in… more
- Bank of America (Las Vegas, NV)
- …and financial controls **Required Qualifications:** + 1+ years of customer/ client service experience, including experience handling difficult client ... Client Services Representative II Las Vegas,...integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives… more
- Bank of America (Riverside, RI)
- Client Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RI Riverside, Rhode Island **To proceed with your application, you must be ... level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client … more
- Bank of America (Phoenix, AZ)
- …and financial controls **Required Qualifications:** + 1+ years of customer/ client service experience, including experience handling difficult client ... Fraud Client Services Representative Phoenix, Arizona **To...integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives… more
- Charles Schwab (Westlake, TX)
- …employees of our corporate clients to achieve their financial goals. Specifically, the SPS Client Services team plays a vital role in the delivery of our ... implementation through to ongoing administration of the plan. The Client Services team is expected to partner...for our corporate clients and their employees. As a ** Client Service manager** in SPS you will… more
- Commerce Bank (St. Louis, MO)
- …of education and experience required + 3+ years of experience providing high level client service in a similar role with preference to trust, wealth management ... division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services . Commerce Trust provides… more