- Acosta Group (Minneapolis, MN)
- …Finance, Analytics, and Field teams and may provide leadership to other client services professionals. **RESPONSIBILITIES** ** Client Relationship & Program ... + Lead client discussions to define project scope, objectives, timelines, service expectations, and success metrics. + Manage client expectations throughout… more
- HUB International (San Diego, CA)
- …Fosters a positive and mutually supportive working environment, to provide the best possible client service and producer support . + Develops and shares ... order to effectively manage their health and welfare programs. The Employee Benefits Client Service Manager oversees the Account Executives. This position may… more
- Kestra Financial (Deerfield, IL)
- …estate planning. Being a "full service " firm allows for us to better service our client needs from personal investing and retirement planning to life ... messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem...Registered Investment Assistant or the Advisor in order to support our client needs Requirements + Bachelor's… more
- JPMorgan Chase (Chicago, IL)
- …with complex treasury and cash management products. We support the client 's business operations, identify service gaps, and leverage product expertise to ... Step into the role of a Client Service Account Manager where you...helping them to effectively utilize our Payment Products and Services . With significant opportunities for career growth, join our… more
- PennyMac (Moorpark, CA)
- …troubleshooting customer issues + Set client expectations when opening and assigning service tickets and ensure all request/ services are executed on time and ... The Desktop Support Technician will provide primary client support by taking calls, answering email,...point and provide escalated troubleshooting for all technology related service requests as well as support for… more
- Thrivent Financial (Perryville, MO)
- …supporting insurance related tasks, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Kendra ... Summary This position provides insurance licensed administrative support to SEMO Financial Advisors. This position serves as a resource to Financial Advisors and … more
- KeyBank (Cleveland, OH)
- …trade settlement, maintaining client accounts, and delivering high-quality administrative and client service support . This role requires strong attention ... good fails and delivery issues. + Open and maintain client accounts in internal systems and Bloomberg; follow up...Experience** + 3+ years of relevant experience in financial services or trading support . (preferred) + Experience… more
- Edward Jones (West Palm Beach, FL)
- …expanding sets of Edward Jones products and services , and ongoing reporting and support . The Client Concierge Specialist will play a critical role in helping ... by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax...with key stakeholders, to provide an optimal branch and client experience + Deliver excellent service by… more
- World Insurance Associates, LLC. (Columbus, OH)
- …of loss runs & experience modifications as applicable + Draft carrier submissions + Support obtaining client online portal quotes + Draft client proposals ... Client Administration Call Center for the Following Activities (coordinated with outsourced services ): + Respond to client requests for changes + Process… more
- Thrivent Financial (Mesa, AZ)
- …support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Drew Ainsworth and ... Summary This position provides administrative support to East Valley Financial Associates. This role...various programs, and processing functions as needed + Drive client /member facing activity in the practice by scheduling meetings… more