- Charles Schwab (Orlando, FL)
- **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a full ... Orlando, FL and available for a Hybrid schedule post training .** **What you have** **Required Qualifications:** . Must be...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
- Raymond James Financial, Inc. (Jackson, MI)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Manage ... and deepen client relationships with effective, proactive communication and personalized attention in every interaction + Open new client accounts, process money… more
- Raymond James Financial, Inc. (Fort Mill, SC)
- …the financial advisors and branch office + Onboards new clients, opens new client accounts and researches client and security information using internal ... databases and other technologies + Ensures key client information and documentation is current with firm and industry requirements, rules and regulations + Processes… more
- Raymond James Financial, Inc. (Naperville, IL)
- …crucial support to the financial advisors and branch office. + Opens new client accounts and researches client and security information using internal databases ... and other technologies. + Ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate… more
- WTW (Minneapolis, MN)
- **Description** As a Lead Health and Benefits Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You will have the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting +… more
- Robert Half Finance & Accounting (Boston, MA)
- …a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include client ... We provide access to top jobs, competitive compensation and benefits, and free online training . Stay on top of every opportunity - whenever you choose - even on… more
- BlackRock (San Francisco, CA)
- …The person will be a member of the Product Expert team within Aladdin Client Experience, focusing on one of the product areas listed above, and partnering closely ... and steps to resolve + Act as key liaison between the Aladdin Client Experience, Aladdin Client Engagement, Implementations, Product Marketing, Engineering, and… more
- IQVIA (Durham, NC)
- …diriger les equipes afin d'atteindre avec succes les objectifs fixes par le client . + Gerer les procedures operationnelles standard du departement et veiller au ... attribues, en travaillant en etroite collaboration avec les equipes internes et le client . + Superviser les previsions, le carnet de commandes et les projections… more
- Publicis Groupe (Needham, MA)
- …bonding leave . Back-up child/elder care just to name a few. **Overview** The Associate , Client Operations plays a crucial role in supporting internal account ... of our people. Our collaborative teams are equipped with advanced tools, training , and career development opportunities in order to provide our clients with… more