- Kestra Financial (Grapevine, TX)
- …conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions ... level of integrity, energy, and excellent client -facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services ... Associate , you will be integral to our team, handling customer relations , managing financial data, and ensuring the smooth operation of our services. This role is… more
- HSBC (Cupertino, CA)
- …our investors, our communities and the planet we all share. The Client Experience Associate supports retail operational, service, accounting and ... the center team to support these efforts As our Client Experience Associate you will: + Ensure...with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues For this… more
- Catholic Health Initiatives (Breckenridge, MN)
- …recovering from injuries, living with a chronic illness, and other medical needs. The Client Relations Associate (CRA) makes essential contributions to the ... follow-up procedures + Acts as the key contact for client troubleshooting and conflict resolution. + Responsible for developing...within RSL on each key referral source to provide client information needed to build strong ties and deliver… more
- Xerox (Lakewood, NJ)
- Client Sales Support Associate **General Information** Press space or enter keys to toggle section visibility City Jackson, Lakewood State/Province New Jersey ... . **Overview:** Xerox Corporation, is seeking a full-time, dedicated, customer service-oriented Client Sales Support Associate to be on-site in support our… more
- CommonSpirit Health at Home (Louisville, KY)
- …our mission of delivering hope and healing to those we serve. As a Client Registration Support Associate you'll engage in a range of exciting responsibilities ... each key referral source to provide the location with client information needed to build strong client ...with client information needed to build strong client and branch ties and deliver customer satisfaction. +… more
- Neuberger Berman (TX)
- …closely with the rest of the institutional business development, relationship management, client service and consultant relations professionals in the US. **Key ... the needs of its client base to the activities of the investor relations function + Works well in a growing, fast paced environment which values direct… more
- HUB International (Los Angeles, CA)
- …solving; able to resolve issues without direct supervision + Positive attitude toward client relations to provide exceptional, proactive client service + ... in opening new accounts and preparing and processing other client account forms + Run reports and provide status...the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in… more
- Broadridge Financial Solutions (Edgewood, NY)
- …team with their mandate of making our clients lives easy and advocating for each client to ensure optimal outcomes. We are made up of high-performing teams that meet ... from home a few days a week. Responsibilities: + Assist in handling all client communications in a timely and professional manner. + Ensure all correspondence and … more
- BlackRock (Atlanta, GA)
- …record information. + Support team members across the firm, including Investor Relations professionals, with ad hoc client meeting materials preparation, as ... currently manages over $300 billion in total assets and client commitments, with a team of over 900 professionals...of experience in financial services / asset management for associate level consideration \#EarlyCareers For Atlanta, GA Only the… more
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