- Thrivent Financial (Crete, IL)
- …providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting ... not only independently but also with a team. The Client Service Administrator's main responsibilities will include...a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the… more
- Bank of America (Santa Maria, CA)
- FC Client Service Representative - Santa Maria Financial Center Santa Maria, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Maria/FC- Client - Service -Representative Santa-Maria- Financial -Center\_25036820) **Job Description:** At… 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
- Raymond James Financial, Inc. (Norfolk, VA)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered 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 (Issaquah, WA)
- … 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 (Utica, NY)
- Client Services Representative II- Utica, NY- 2nd Shift Utica, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client … 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
- 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
- Citizens (Naples, FL)
- …other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified ... Financial Planners(R), create the Citizens Private Client ...of identifying and transitioning high quality introductions + Relevant financial services experience preferred. + Familiarity with… more