- Kestra Financial (Wappingers Falls, NY)
- The Associate /Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing . This ... position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities + Supports Lead Advisor including… more
- BD (Becton, Dickinson and Company) (Miami, FL)
- …us. **Job Overview** At BD, we are seeking a highly motivated and skilled Associate Territory Manager to join our dynamic Biotechnology and Medical Devices team. In ... to facilitate formal and informal training activities + Conduct training and in- servicing for hospital surgery staff and support personnel + Contribute to the… more
- CRC Insurance Services, Inc. (Dallas, TX)
- …of where to place business. 7. Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and ... Cancellations, etc). 8. Review inspection reports and compare to the conditions that were represented to us at the time of binding and take appropriate or needed actions with the agent (CRC Client). 9. Proof policies, endorsements, audits, cancellations, etc… more
- US Bank (Tempe, AZ)
- …part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. ... Individuals calculate net asset value(s) and disseminate financial and performance information to the investment advisor and their investors. Acting as primary fund accountant on multiple relationships, ensures all fund accounting functions are in completed in… more
- BlackRock (Princeton, NJ)
- …BlackRock Solutions' outsourcing business, encompassing trade support, transaction servicing , collateral management, data governance, payments, corporate actions, ... reconciliations, alternative operations, and investment accounting-delivering operational excellence worldwide. **Global Client Alternative Services (GCAS),** a specialized team within Tech & Ops under OPS, ensures the integrity of cash and position data for… more
- CRC Insurance Services, Inc. (Fort Worth, TX)
- …Rating as assigned by Team Leader. 9. Review and process policy servicing requests (endorsement, audits, company requests, premium finance notices and cancellations, ... etc.) 10. Review inspection reports and compare to the conditions that were represented to us at the time of binding and take appropriate or needed actions as directed by your Team Leader. 11. Proof of policies, endorsements, audits, cancellations, etc. and… more
- PennyMac (Tampa, FL)
- …a comprehensive mortgage platform and integrated business focused on the production and servicing of US mortgage loans and the management of investments related to ... the US mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete… more
- Stryker (San Diego, CA)
- …develop well-rounded field exposure to prepare you in all aspects of the selling/ servicing process when a territory opportunity arises + You will develop a high ... level of competency in Orthopaedic surgical needs and procedures becoming a valuable member of the surgical team and positively impacting surgical outcomes + You will build a strong brand in account management and client service - key drivers in our business!… more
- Zebra Technologies (Buffalo Grove, IL)
- …at Zebra. Performs and understands a variety of tasks associated with servicing customer product. Learns and applies developing knowledge of department and ... individual performance metric relationships, basic product design principles, data analysis, and operation cost components. Monday-Friday 3:45pm-12:15am Responsibilities: * Services customer product, including evaluating and validating customer complaint… more
- JPMorgan Chase (Chicago, IL)
- …a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients. As a Client ... Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. The Service organization acts as a central point of… more
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