- Fooda (Los Angeles, CA)
- …+ You have 8-12 years of experience in account management, operations, or multi-location client support ideally in a service , hospitality, or tech-enabled ... provides portfolio-level leadership over Fooda's most valuable and complex client partnerships. This role combines strategic account management, operational… more
- Market My Market (Charlotte, NC)
- …team efficiency + Ensure CXMs are equipped with cutting-edge tools to enhance client service delivery and reduce manual workloads Internal Knowledge Base & ... Client Success Lead to streamline collaboration between CSMs and CXMs, ensuring cohesive client support + Address client feedback and implement strategies… more
- Wells Fargo (Deerfield, IL)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... record keeping necessary to support efforts to service and grow client relationships + Acts...applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Wells Fargo (North Wilkesboro, NC)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... record keeping necessary to support efforts to service and grow client relationships + Acts...applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Wells Fargo (Mclean, VA)
- …Qualifications:** + Brokerage client support experience + Administrative support experience in financial services + Experience interacting directly with ... record keeping necessary to support efforts to service and grow client relationships + When...review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Wells Fargo (Danbury, CT)
- …Qualifications:** + Brokerage client support experience + Administrative support experience in financial services + Experience interacting directly with ... record keeping necessary to support efforts to service and grow client relationships + When...review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …linkedin Requirements * Minimum of 2-3 years of experience in client support within an investment firm or financial services environment. * Exceptional ... Description Investment Banking Client Services Analyst Fort Worth, TX...tax, and compliance. Qualifications: 2-3 years in investment firm client support . Stellar communication and organization. CRM/Microsoft… more
- HUB International (Dublin, OH)
- …+ Provide extraordinary customer service for HUB clients: provide day-to-day client support for your assigned block of clients, including troubleshooting ... Responsibility initiatives._ **ABOUT HUB INTERNATIONAL:** HUB International is a leading full- service global insurance broker and financial services firm… more
- HUB International (Rockville, MD)
- …+ Stay informed on carrier systems, billing, and policy updates to provide top-tier client support . + Conduct business in a manner that demonstrates an ... array of insurance, retirement, and wealth management products and services . But we don't stop there - we also...you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the… more
- UpClear (New York, NY)
- …Act as primary point of contact for portfolio of clients. + Contribute to ensure impeccable client support to meet SLA targets and client satisfaction. + ... Support senior team members to prepare client meetings with regards to content and documentation....or intensely curious about the CPG/TPM industry or technology services + Strong organizational skills, with demonstrated rigor and… more