- Thrivent Financial (Perryville, MO)
- …supporting insurance related tasks, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by ... This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their customer accounts… more
- Thrivent Financial (Crete, IL)
- …individual who thrives working not only independently but also with a team. The Client Service Administrator 's main responsibilities will include providing ... client service along with advisor support: answering client ...securities trade orders from customers; contacting clients for service related matters; and, participating in occasional marketing events… more
- JPMorgan Chase (Boston, MA)
- …priorities + Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion ... Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment...closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 **Job Summary** The Client Administrator (CA) is accountable for assisting a Senior Institutional ... an IA book of institutional relationships with emphasis on client service and daily administrative duties. The...role (required) or equivalent work experience + Knowledge of securities processing and bank operations (required) + Background in… more
- JPMorgan Chase (Boston, MA)
- …priorities + Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion ... closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on...Experience at a Big 4, PE firm or fund administrator JPMorganChase, one of the oldest financial institutions, offers… more
- SMBC (Charlotte, NC)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Edward Jones (Costa Mesa, CA)
- …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... teams are two or three people, and in a Client Support Team Professional role, you are a critical...looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for… more
- SMBC (New York, NY)
- …procedures in order to effectively execute processes. + Keep close communication with the Client Service team on daily tasks and progress. + Answer and address ... a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has...to our cash management products, in cooperation with the Client Service team. **Qualifications and Skills** +… more
- SMBC (Los Angeles, CA)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- MUFG (Tampa, FL)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our… more