- Charles Schwab (Westlake, TX)
- …accommodate 24/7 contact center needs **Preferred Qualifications** + 1+ years of customer service experience + 1+ years of client relationship experience + ... status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's...our firm's commitment to helping clients own their financial futures . In this exciting role, you'll give clients financial… more
- Robert Half Office Team (Cedar Rapids, IA)
- …might be your perfect fit! Our client is looking for an incredible Customer Service Representative to join a vibrant office team where the pace is quick, the ... there, they don't just offer a job, they build futures . What You'll Be Doing: + Managing high-volume customer...email in a professional, upbeat manner + Delivering exceptional service by resolving inquiries and providing accurate information +… more
- Charles Schwab (Westlake, TX)
- …including overnight and weekend availability. **Preferred qualifications** + Previous customer service experience + Previous client relationship experience + ... status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's...our firm's commitment to helping clients own their financial futures . In this role, you'll learn to educate clients… more
- Charles Schwab (Omaha, NE)
- …to work fully remote after training Preferred qualifications + Previous customer service or client relationship experience + Bachelor's degree or higher ... status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's...our firm's commitment to helping clients own their financial futures . In this exciting role, you'll learn to educate… more
- Thrivent Financial (Champaign, IL)
- …insurance related tasks, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by East-Central ... This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their customer accounts… more
- Guidehouse (San Antonio, TX)
- …participants and other program partners. + Maintain knowledge of eligible products, services , and customer service processes & procedures. + Communicate and ... the public and commercial markets. We guide our clients forward towards new futures that build trust in society and your professional skills along the journey.… more
- Thrivent Financial (IL)
- …processes, preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Client ... by Jenny McAdams. Sage Path Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping… more
- Thrivent Financial (Brenham, TX)
- …Order of office supplies and keep inventory of stock updated + Execute the Client Service Model (CSM) through appointment scheduling. + Perform other clerical ... independent practice of Thrivent Financial. We're looking for a licensed, service -driven professional to provide administrative support to our financial advisors and… more
- Oriental Bank (San Juan, PR)
- …business. + Evaluates customer needs and refers them to the appropriate financial services representative or retail channel for investment, commercial and trust ... and services goals' achievement by supporting teamwork initiatives. + Coordinate client services and liaise for all retirement plans administrative … more
- County of El Dorado (Placerville, CA)
- …manage them on behalf of the client . + Perform fiscal management and Representative Payee services for assigned clients; obtain and research any planning and ... facility. + Prepare documentation outlining client interactions and communications, including services provided and service plans. + Assist client in… more
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