- Thrivent Financial (Minneapolis, MN)
- …to the Christian community and nonprofit organizations. Position summary: As a Manage of Client Services ( Client Experience) you are responsible for owning ... help others. We help every day through the financial solutions we offer, the client activities we...member benefits. + Operational Management + Create and update client service model using (Salesforce) database. +… more
- Thrivent Financial (Fort Wayne, IN)
- … and insurance related tasks and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Greg Weber of ... Group. This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their accounts and… more
- Charles Schwab (Austin, TX)
- …by integrity, by visibility and by advocacy of our clients' best interests. **As a Client Service Specialist, you are responsible for** + Assisting in the day to ... benefit, and non qualified retirement plans. Schwab Retirement Plan Services delivers high quality workplace solutions which...goals and guiding principles. + Supporting a team of Client Service Managers responsible for our clients'… more
- Raymond James Financial, Inc. (Dallas, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic...the financial advisors and branch office. * Opens new client accounts, researches client and security information… more
- JPMorgan Chase (Columbus, OH)
- Join a team where your expertise shapes the future of collateral management and client service . At JPMorgan Chase, you'll have the opportunity to grow your ... Securities . You'll help formalize risk control processes, support client onboarding, and contribute to key initiatives such as...+ Contribute to team success by exceeding productivity and client service standards + Build and maintain… more
- Thrivent Financial (IL)
- …processes, preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Client ... by Jenny McAdams. Sage Path Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping… more
- Marex (New York, NY)
- …(http://www.marex.com/) (http://www.marex.com/) Purpose of Role: Marex is seeking a Client Services Representative who is an experienced, strategic, ... comprehensive breadth and depth of coverage across four core services : Market Making, Clearing, Hedging and Investment Solutions...heart of our business, with superior execution and superb client service the foundation of the firm.… more
- Thrivent Financial (Crete, IL)
- …who thrives working not only independently but also with a team. The Client Service Administrator's main responsibilities will include providing client ... Advisors. Individuals in this position will be focused on securities and investment advisory products and services ... service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors… more
- JPMorgan Chase (Newark, DE)
- …maintain and improve client relationships and streamline processes. JPMorgan Securities LLC offers security brokerage services providing investment products ... Join our dynamic team as a Client Service Delivery Associate I and... for institutional investors. JPMorgan's North American Cash Equities Client Services is the primary point of… more
- TD Bank (Stamford, CT)
- …reconcile trades and resolve breaks. + Work on projects as directed by Sales and Client Service teams to further develop and support growth of business. + Manage ... States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $80,000 - $80,000 USD TD is...to Westminster's Sales and Operations teams. + Respond to client inquiries via phone and e-mail communications. + Communicate… more