- Parsons Corporation (Centreville, VA)
- …Our intelligent employees drive the state of the art as they provide services and solutions in the areas of defense, security, intelligence, infrastructure, ... goals and devises methods to accomplish them; develops in-depth knowledge of client objectives, contract terms, and corporate policies. Typical projects range up to… more
- JPMorgan Chase (Tampa, FL)
- …your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Services . Be part of a global ... organization that values collaboration, excellence, and client impact. As a Client ...Investment Bank. You will support both new and incremental client events for Securities Services ,… more
- 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 Kendra ... 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 (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
- JPMorgan Chase (Tampa, FL)
- …expertise in project management and client solutions shapes the future of Securities Services . At JPMorgan Chase, you'll work with a diverse client ... difference for our clients and the firm. As a Client Solutions Vice President you will own...events of moderate complexity, covering a wide range of Securities Services products and working with stakeholders… more
- US Tech Solutions (Brentwood, NY)
- …the possibility of extension** **Job Description:** + We are seeking a contract Client Services Administrator to join our dynamic Shareholder Communication team ... as well as the company and the rules, regulations, and guidelines of SEC ( Securities and Exchange Commission), and STA ( Securities Transfer Association). + This… more
- Raymond James Financial, Inc. (Memphis, TN)
- …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
- Thrivent Financial (Appleton, WI)
- The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor's time. Role supports daily operations of the practice ... including responding to client service requests, completing post meeting work,...+ Previous industry experience required (robust internship acceptable) + Securities (6/63, 7/66, or 7/63 & 65) and Life,… 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
- Robert Half Accountemps (Charlotte, NC)
- Description We are seeking a Client Service Specialist to provide comprehensive support to Financial Advisors in delivering exceptional financial planning and ... and special projects. If you have a passion for client service , strong organizational skills, and an...for new accounts, product applications, account maintenance, and related client services . + Monitor account asset allocations,… more