- Moss Adams LLP (Portland, OR)
- ** Client Operations Specialist ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who ... unique opportunity to join our growing RIA as a Client Operations Specialist . The ...Client Operations team members, advisors, and client service associates to support our clients… more
- Aegon Asset Management (Cedar Rapids, IA)
- …or equivalent experience + Two years of experience in the retirement, financial, or client services industry + General understanding of the retirement industry + ... a century ago, we were among the first financial services companies in America to serve everyday people from...by one or more partners such as Account Managers, Client Executives, Sponsor Connect teams or Contact Center to… more
- WTW (Los Angeles, CA)
- … service delivery (GSD) + Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist ) on escalations + Gather and receive all ... client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is… more
- Optiv (Detroit, MI)
- …this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as appropriate for ... technology partners and members of the extended Optiv team (technical, sales, client operations , etc.) within each assigned account. + Maintain collaborative… more
- PennyMac (Plano, TX)
- …steps ensuring a consistently outstanding client experience. The Qualified Assumptions Operations Specialist will : + Address and resolve issues related to ... PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and...complete mortgage journey. A Typical Day The Qualified Assumptions Operations Specialist is assigned tasks and projects… more
- Optiv (Colorado Springs, CO)
- …this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as appropriate for ... technology partners and members of the extended Optiv team (technical, sales, client operations , etc.) within each assigned account. + Maintain collaborative… more
- Optiv (Boise, ID)
- …this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as appropriate for ... technology partners and members of the extended Optiv team (technical, sales, client operations , etc.) within each assigned account. + Maintain collaborative… more
- Optiv (Los Angeles, CA)
- …team will typically include a Solutions Architect, Client Operations Specialist , and an Executive Advisory Director and services practices personnel as ... Manager (CM) you'll be responsible for selling Optiv security services and security technology solutions to a select few...members of the extended Optiv team (technical , sales, client operations , etc.) within each assigned account.… more
- Optiv (Trenton, NJ)
- …this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as appropriate for ... technology partners and members of the extended Optiv team (technical, sales, client operations , etc.) within each assigned account. + Maintain collaborative… more
- Optiv (St. Louis, MO)
- …this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as appropriate for ... Manager (CM) you'll be responsible for selling Optiv security services and security technology solutions to a select few...and members of the extended Optiv team (technical, sales, client operations , etc.) within each assigned account.… more
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