- Insight Global (Chicago, IL)
- …Description Our financial services client is looking for a Client Services Representative to join the Futures & Options team in Chicago, IL. This ... point of contact for this Bank's customers dealing in Futures & Options and OTC clearing. The primary functions...be followed up with call reports * Work with Client Service Relationship Managers to establish prioritization… more
- Mizuho Corporate Bank (Chicago, IL)
- …have hands-on experience with reconciliation systems including BPS, GPS, Atlantis, and Docs. Futures Client Service Group require motivated individuals to ... perform key control functions and liaise with our clients. Client Service Representative will work...~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices… more
- Cumberland River Behavioral Health, Inc. (Corbin, KY)
- … within time requirement set forth in agency policies and procedures. + Provide services as documented in client treatment/ service plan. + Perform advocacy ... Job Title: Reclaiming Futures (RF) Children's Targeted Case Manager Qualifications: Requires...Manager Qualifications: Requires a minimum of Bachelor in Human Services (Psychology, Sociology, Social Work, Special Education, or a… more
- Thrivent Financial (Belmond, IA)
- …inquiries regarding their accounts and supports the daily operations of the practice. Client Service Administrator (licensed) role reports to and is employed by ... Brian Kapka is an independent financial services advisor of Thrivent Financial. We take a...401K plan and match provided. Position Roles/Responsibilities/Accountabilities + Manages client service calls, conduct necessary research and… more
- Charles Schwab (Indianapolis, IN)
- …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
- Vanguard (AZ)
- …we're taking a stand for investors. That starts with you. As a Retirement Plan Services Representative , you'll be our voice and our clients' advocate, as you ... help to build hundreds of financial futures . In this role, you will provide.... In this role, you will provide high quality service across Institutional Participant Services by supporting… more
- Charles Schwab (Indianapolis, IN)
- …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
- Wider Circle (Los Angeles, CA)
- …and the communities we proudly serve. Join us in shaping healthier futures and embracing boundless personal and collective growth opportunities. Responsibilities for ... Medicare Sales Representative * Primarily be responsible for the entire prospective...and complete enrollment application process * Answer product and service questions in a professional and timely manner *… more
- Charles Schwab (Omaha, NE)
- … service team and begin building your foundation for a long-term career in our Client Service & Support organization. While in our ATA, you'll serve as a ... needs, and solving complex issues with exceptional solutions. Schwab's Client Service & Support team is at...the opportunity to apply for a full time Financial Service Representative position. + Enrollment in a… 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