- BlackRock (Chicago, IL)
- …the unique needs of our clients including relationship management, marketing, sales, client service , and product development and management. Professionals within ... Across the US, Canada and LatAm, AIB is focused on helping defined contribution (DC) plans, pensions, universities, non-profits, family offices, healthcare systems… more
- Charles Schwab (Richfield, OH)
- …of the leading providers of bundled retirement plan services. We offer full- service retirement plans featuring complete retirement services from a single source. ... plan advice) and high-end technology helps employers offer competitive employee benefits . Within Schwab RPS, the **Plan Administration team** is responsible for… more
- T. Rowe Price (Baltimore, MD)
- …ou'll enjoy resources to support your career path, as well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative ... in ways that matter to you . Role Summary The Sales Director, Defined Contribution Investment Only (DCIO) is responsible for cultivating relationships with DC… more
- Charles Schwab (Richfield, OH)
- …by visibility and by advocacy of our clients' best interests. **As a Senior Client Service Specialist, you are responsible for** + Assisting in the day ... consistent with Schwab's goals and guiding principles. + Supporting a team of Client Service Managers responsible for our clients' complete satisfaction with… more
- Access Dubuque (Dubuque, IA)
- Client Service Representative **Cottingham & Butler/ SISCO** 1 Positions ID: 4030548008 Posted On 02/11/2025 Refreshed On 09/25/2025 **Job Overview** **What our ... Client Service Representatives do and why it's...traits are essential for success in the role. **Full-Time Benefits -** _Most benefits start day 1_… more
- NBT Bank (Rochester, NY)
- Pay Range: $60,450.00 - $81,302.00 Deliver client service for the complex and sophisticated major accounts and high- profile clients by overseeing the daily ... and Experience: + Associate's degree and four (4) years' Client Service experience or equivalent combination of...downs for over 165 years, all while charting a well- defined growth plan. Benefits for Full-Time Employees:… more
- Citigroup (San Antonio, TX)
- …of products and services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. + Provides ... in becoming new clients. + Responsible for executing specific client contact campaigns as defined by Sales...with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services… more
- Truist (Washington, DC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- JPMorgan Chase (Pleasant Grove, UT)
- …of security, customer control and convenience, and privacy. Job Summary: As a Technical Client Service Associate in the front office team, you will play a ... and effectively communicate as well as escalate issues to client and internal employees. Job responsibilities + Research, diagnose,...prompt and accurate responses to customers within SLAs as defined by the level of Service purchased… more
- Citigroup (San Francisco, CA)
- The Client Service Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry ... expertise within a defined area. Contributes to standards around which others will...with Banking teams to ensure escalated issues addressed and client service requirements are being exceeded. +… more