- Charles Schwab (Austin, TX)
- …Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements ... **Senior Client Service Manager,** will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets… more
- CVS Health (WA)
- …revenue growth, member retention, and achievement of financial objectives. **What you will do:** ** Client Support ** + Perform and support plan changes. + ... Manager examines sales, account management, and business retention metrics for products and services , in order to support profitable growth and other business… more
- Paladin Technologies (Minneapolis, MN)
- …for service call creation and updates, as required by region. + Support Client Service Administrators by addressing questions or quality concerns ... encompasses a range of duties including project coordination to support the National Client Services ...call statuses throughout the service lifecycle. + Client Coordination & Support : + Ensure … more
- World Insurance Associates, LLC. (Westborough, MA)
- …financial advisors. Position Summary We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with ... trustworthy client relationships by delivering responsive, high-quality service Account Operations + Support new ...financial services , wealth management, or a related client service role (preferred) + Strong understanding… more
- JPMorgan Chase (Tampa, FL)
- … Client Service Manager (CSM) in Securities Services , you will join the client service team and help support senior team members. You will work on ... exceptional client service . As a Client Service Manager - Analyst in Securities Services , you will help support our team to ensure client… more
- Insight Global (Eatontown, NJ)
- …telephone, live chat, etc.) * Responding promptly to customer inquiries * Help Desk-log client support requests & resolutions We are a company committed to ... Job Description Insight Global is looking for a Accounting Client Specialist for a local Eatontown, NJ software company. This person would be responsible for helping… more
- KeyBank (Amherst, NY)
- …Specialist, an integral part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the timely ... growth and servicing of the commercial portfolio, while providing stellar customer service to internal and external customers alike. Under moderate supervision, the… more
- KeyBank (Portland, ME)
- …(Salesforce Task Queue) to direct service -related work away from field and to Client Service Associates. This includes submitting service tasks to the ... sales presentations, annual wealth reviews, and other materials for client meetings. + Support the field teams...and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client… more
- Bank of America (Hartford, CT)
- …a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA ... WMCA - ADP. This job is responsible for providing client service support to multiple...internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …a Client Services Associate. This role involves providing administrative and client service support to ensure seamless operations and exceptional ... and business leaders. Responsibilities: * Prepare and process account documentation to support client service operations. * Compile onboarding packets… more