- 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 ... days a week. Responsibilities: + Assist in handling all client communications in a timely and professional manner. +...or by sending an email to ###@broadridge.com . Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global… more
- Janus Henderson Investors (Denver, CO)
- …Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. ... matter expert on our clients * Be responsible for resolving non-investment related client queries or ensuring appropriate delegation with urgency and accuracy * Lead… more
- Compass Group, North America (New York, NY)
- Restaurant Associates Position Title: Director of Business Strategy & Client Relations Pay 17 Reports To: Salary: $150,000 - $200,000 Other Forms of ... from R/A's NYC Corporate office location, The Director of Business Strategy & Client Relations is responsible for driving client satisfaction, retention,… more
- Kestra Financial (Grapevine, TX)
- …the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and ... a high level of integrity, energy, and excellent client -facing skills. The Client Relations Associate manages the CRM system, schedules appointments,… 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 ... you will be integral to our team, handling customer relations , managing financial data, and ensuring the...promptly and effectively * Summarize meeting notes, emails, and financial data for client meetings Requirements *… 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...for analyst level consideration; 3+ years of experience in financial services / asset management for associate … more
- Santander US (Trenton, NJ)
- Client Support Associate Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial services ... Want to Talk to You!** **The Difference You Make:** The primary responsibility of the Associate , Client Support is working to ensure client 's trading needs… 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 + ... creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud… more
- BlackRock (Atlanta, GA)
- …engages with many other groups throughout the firm, including: Institutional Client Business, US Wealth Advisory, Global Consultant Relations , Portfolio ... the near- and long-term. **Role description** The US Retirement Client Implementation function is a key pillar within the...one mission: to help more and more people experience financial well-being. Our clients, and the people they serve,… more
- Elevance Health (Los Angeles, CA)
- **Title: Client Services Associate I** **Virtual:** This role enables associates to work virtually full-time, with the exception of required in-person training ... integration, and ensures essential face-to-face onboarding and skill development. The ** Client Services Associate I** is responsible for performing customer… more
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