- Kestra Financial (Raleigh, NC)
- …is critical to providing superior client experience. This position utilizes excellent customer service , attention to detail, and time management skills * ... Supports Financial Advisor /Senior Client Service Associate of a large...verbally and in writing + CRM knowledge a plus Benefits Our firm is a family owned business with… more
- Bank of America (Northbrook, IL)
- …training for team members **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio Management + Referral ... or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems where extensive analysis… more
- Robert Half Office Team (Toledo, OH)
- Description The Client Service Associate plays a vital role in advisor support and ensuring a superior client experience. This position calls for a knowledgeable ... materials and handle follow-up documents, ensuring prompt execution of client service requests. Process investment and insurance applications accurately and on… more
- Thrivent Financial (Brenham, TX)
- …independent practice of Thrivent Financial. We're looking for a licensed, service -driven professional to provide administrative support to our financial advisors and ... requiring strong multitasking, attention to detail, and a commitment to exceptional service . This position is employed by Barney Loesch of Five Star Financial… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …program, and hybrid work structure + Competitive compensation and a comprehensive benefits package Key Responsibilities + Serve as the primary point of contact ... for client service across assigned relationships + Execute client requests with...as Salesforce or Microsoft Dynamics + Experience with Schwab Advisor Center is a strong plus Interested in this… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …program, and hybrid work environment + Competitive compensation and a comprehensive benefits package Key Responsibilities + Serve as the primary point of contact ... for client service across assigned relationships + Execute client requests with...Salesforce or Microsoft Dynamics preferred + Experience with Schwab Advisor Center is a plus Interested in this opportunity?… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time permanent role ... a daily impact. On top of competitive pay, 401(k) match, and comprehensive benefits , you'll enjoy a hybrid schedule, flexible vacation, and sabbatical programs -… more
- Thrivent Financial (Perryville, MO)
- …and client/members in handling, researching and communicating inquiries regarding their customer accounts and insurance needs and supports the daily operations of ... tasks, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Kendra...on experience. PTO available to start. There are no benefits offered with this position. The ideal candidate is… more
- Cargill (Seattle, WA)
- …results for our customers. **Job Purpose and Impact** The Diamond V - Technical Service Specialist - Western US will provide industry expertise to our key internal ... team to partner with key accounts to achieve trusted advisor status and drive value added focus to enable...and drive value added focus to enable delivery on customer promise. + Provide expertise to assess new business… more
- Bank of America (Greenwood Village, CO)
- …Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification **Minimum Education ... to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role...Business Manager** is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related… more