- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... exceptional client service. The Senior Client Service Associate reports directly to the Financial...Conduct performance evaluations and provide timely feedback to staff. Client Service & Relationship Management + Serve… more
- WTW (Chicago, IL)
- … client partnerships and driving WTW's growth in the financial services sector. **Note:** Employment-based non-immigrant visa sponsorship and/or assistance is ... strategies, ensuring high retention rates and successful completion of surveys across client accounts. **Revenue Growth and Strategic Account Management ** + Lead… more
- CNO Financial Group (Carmel, IN)
- …is bonus eligible. Optavise, a CNO Financial Group Company, is seeking a Senior Client Management Consultant to manage delivery of services to Optavise's ... Optavise solutions to achieve benefit program objectives. **As a Senior Client Management Consultant,** **your...money. Optavise is the worksite marketing brand of CNO Financial Group. CNO provides life and health insurance, annuities,… more
- Citigroup (Schaumburg, IL)
- …on-going customer loyalty. The ** Senior Vice President of Vertical and Enterprise Client Management ** will play a critical role in unlocking our ability to ... new revenue streams. This strategy, coupled with a best-in-class client management team will continue to strengthen...maintain these standards. **Qualifications:** + 10+ years of B2B2C financial product management + Deep subject matter… more
- JPMorgan Chase (Plano, TX)
- …business outcomes is key. As a Senior Associate in the Executive Office of Client Transfers within JP Morgan Wealth Management , you will play a pivotal role ... Join the JP Morgan Wealth Management team and play a crucial role in...to business leaders; present program updates, advisor trends, and client outcomes to senior leadership. **Required qualifications,… more
- American Express (New York, NY)
- …overall. This role offers a prime opportunity to help American Express compete. The Senior Manager role - Client Management , Everyday Spend role offers ... touch points across the company. A robust strategic background, strong relationship management , an ability to think innovatively, strong financial and analytical… more
- Charles Schwab (Richfield, OH)
- …in the mitigation of operational and financial risk to Schwab. The ** Senior Client Service Manager, Relationship Management ** will typically provide ... us "challenge the status quo" and transform the finance industry together. The ** Senior Client Service Manager, Relationship Management ** plays the critical… more
- Fiserv (Omaha, NE)
- …make an impact on a global scale, come make a difference at Fiserv. **Job Title** Senior Client Project Management **What does a** **successful Senior ... consumer/business credit bureaus, government agencies and merchants. As a successful Senior Client Project Manager, you will ensure predictable, consistent,… more
- US Bank (Irving, TX)
- …streamlines client onboarding, KYC/AML compliance, and lifecycle processes for financial institutions. In this senior -level **Subject Matter Expert (SME)** ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...Specialist** to support the integration of Fenergo's **Fen-X** SaaS Client Lifecycle Management (CLM) platform with our… more
- Censeo Consulting Group (Washington, DC)
- Senior Financial Management Advisor - Department of State The Position: We are looking for eager, driven candidates with experience in people management , ... our Federal clients at the Department of State. The Senior Financial Management Advisor will...candidates whose passion and enthusiasm will help shape Censeo's client insights and workplace culture. Our staff have a… more
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