- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial ... the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The… more
- KeyBank (Toledo, OH)
- **Location:** 300 Madison Avenue, Toledo Ohio **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain ... client relationships. The CRA will be an active member...Ability to learn and use proprietary software, databases, and systems . + Proficient in all Microsoft Office Applications. **Personal… more
- Livingston International (FL)
- Client Import Analyst Join Livingston, the largest customs broker in Canada and the third largest entry filer in the US We're a market leader offering customs ... acts as the primary support and day to day client contact for the client service teams/operations...and improve one-step processing. + Keep abreast of new systems developments. + Perform other related duties as assigned… more
- Paychex (Cincinnati, OH)
- …as the key advocate and fosters efficiencies and revenue growth within the client relationship. Advocates for the client deliverables and drives the business ... strategic service of their assigned accounts. Responsibilities + Builds strong client relationships. Must be adaptable, strong time management and prioritization… more
- Capital One (Plano, TX)
- Principal Associate, Client Services Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial ... NC, Plano, TX, Richmond, VA, or McLean, VA. Commercial Client Operations (CCO) is one of the largest divisions...the associate. Requirements are subject to change, as new systems and technology are delivered. Capital One reserves the… more
- Capital One (Charlotte, NC)
- Senior Associate, Client Services Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial ... in Charlotte, NC or Plano, TX, Richmond, VA. Commercial Client Operations (CCO) is one of the largest divisions...the associate. Requirements are subject to change, as new systems and technology are delivered. Capital One reserves the… more
- BMO Financial Group (Minneapolis, MN)
- …and services to business clients. This role ensures a seamless client experience by coordinating loan processing, compliance, and operational execution while ... maintaining strong client relationships. **Responsibilities:** + Serve as a point of...loan approvals. + Maintain accurate records in loan management systems and ensure data integrity. + Ensure adherence to… more
- Deloitte (Boston, MA)
- …relationships with clients across state and local government? If so, a career as a Client Relationship Executive could be the role of a lifetime for you. Deloitte is ... services to Government & Public Services (GPS) clients. As the Massachusetts Client Relationship Executive, you will: + Drive targeting efforts across the breadth… more
- HUB International (Rockville, MD)
- …make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm ... for you.** We currently have an opportunity for a ** Client Service Associate** to join our Retirement and Private...Proficiency with Microsoft Office products. + Experience utilizing CRM systems and project management tools. + Must have superior… more
- DXC Technology (Ashburn, VA)
- …DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring ... expected to work onsite at least two days per week. **Overview:** The Account Client Relationship Partner acts as the primary advisor and relationship owner for key… more