- 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
- Vanguard (Scottsdale, AZ)
- …the right SMEs and resources when appropriate. + Diligently leverages and reinforces the client support structure to maximize the CSE's time for clients. + ... organizations to evaluate needs and position Vanguard IIG services , solutions, and products to solve their needs. +...and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the… more
- BlackRock (Wilmington, DE)
- …coordinate and facilitate client trade instructions into/from pooled funds and provide client support for BlackRock's web based trading portals. The COM team ... with the client 's instructions. COM leverages Aladdin technology to provide excellent client service . **What You Will Do** + Lead and motivate a busy… 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
- Regions Bank (Charlotte, NC)
- …Management, Commercial Banking or related banking experience **Preferences** + Previous client support and technology experience **Skills and Competencies** + ... and implementation teams, the consultant helps identify the best solutions to support evolving client technology and infrastructure changes and helps document… more
- Health Care Service Corporation (Overland Park, KS)
- …Human Resources, and financial staff of the client . Also responsible for the service delivery of Luminare Health products and services that ensure client ... experience and/or experience in a similar TPA or insurance environment with client facing/ client support responsibilities + Ability to travel is required… more
- Paycom Online (Oklahoma City, OK)
- … Client Success Manager, including elements of accounting, compliance, and client support .** + **Complete extensive product knowledge training, shadowing with ... company in the $96 billion HR industry. As a Client Success Manager Intern (internally known as a Paycom...& RESPONSIBILITIES** + **Participate in career coaching designed to support the transition from military service into… 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
- Indeed (Scottsdale, AZ)
- …problems and propose solutions. **Skills/Competencies** + 1+ years experience in customer service or business-to-business client support + Proven experience ... PM Arizona time from mid-March to November._** As a Client Service Specialist in our Scaled Business...Specialist in our Scaled Business Success (SBS) team, you'll support all clients in our small business segment at… more