- JPMorgan Chase (Yulee, FL)
- …manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs + Partner ... of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a...client relationships + Minimum of one year Branch Banking Banker, or equivalent experience in financial services… more
- Thrivent Financial (Champaign, IL)
- …supporting insurance related tasks, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by East-Central ... licensing. + Previous administrative/secretarial experience desired + Demonstrated customer service orientation/experience, 2+ years preferred + Strong technical… more
- Thrivent Financial (Champaign, IL)
- …insurance related tasks, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by East-Central ... which they are performing activities requiring licensing. + Demonstrated customer service orientation/experience, 2+ years preferred + Strong technical computer… more
- Bank of America (Washington, DC)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking … more
- Truist (Arlington, TX)
- …empowerment to approve transactions up to $10,000. 2. Deliver care through exceptional client service and distinctive client experiences while providing ... concerns by educating clients on bank products and services . Identify opportunities for banking solutions to...client needs. 5. Educate and inform clients about self- service options available through various technologies to enhance their… more
- US Bank (Cincinnati, OH)
- …and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services . ... requests and submits credit applications. Proactively educates clients on emerging and self- service digital products and services to assist with meeting their… more
- ADP (Alpharetta, GA)
- …happen for each other and our clients every day. **ADP is hiring a Client Services Manager.** In this position, you'll leverage your project management and ... Tax out of balances for ADP clients. + Resolve routine tax, banking , and migration concerns with pre-defined solutions. + Answer technical questions regarding… more
- JPMorgan Chase (El Segundo, CA)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more ... Client Managers and serve as a contact point for...You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial… more
- Bank of America (Frisco, TX)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions...policies and procedures + Driving business growth byleading the service delivery model and wealth management banking … more
- Banc of California (Santa Ana, CA)
- …+ High School diploma required. College degree is preferred . + Minimum 6 months client service experience. + Prior banking or financial services ... First point of contact for branch escalation, research, and account opening questions. Client services agents may also provide communication for wires and… more