- Thrivent Financial (Fort Wayne, IN)
- … and insurance related tasks and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Greg ... Group. This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their accounts and… more
- JPMorgan Chase (Boston, MA)
- …priorities + Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion ... Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment...closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on… more
- Thrivent Financial (Crete, IL)
- …individual who thrives working not only independently but also with a team. The Client Service Administrator 's main responsibilities will include providing ... client service along with advisor support: answering client ...securities trade orders from customers; contacting clients for service related matters; and, participating in occasional marketing events… more
- JPMorgan Chase (Boston, MA)
- …priorities + Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion ... closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on...Experience at a Big 4, PE firm or fund administrator JPMorganChase, one of the oldest financial institutions, offers… more
- Edward Jones (Madera, CA)
- …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... teams are two or three people, and in a Client Support Team Professional role, you are a critical...looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for… more
- Edward Jones (Marysville, CA)
- …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... teams are two or three people, and in a Client Support Team Professional role, you are a critical...looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for… more
- MUFG (Tampa, FL)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our… more
- KeyBank (Brooklyn, OH)
- …capacity or other client service roles. + Demonstrated strong client service skills. + Securities processing and bank operations knowledge. ... fund, and charitable plan client needs. + Client consultation/advocate background. + Securities processing and...+ This position reports to Team Lead Manager - Client Administrator + Mobile - Office 3… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Fifth Third Bank. GENERAL FUNCTION: Partner with relationship management, new business officers, client consultants and client service managers from all ... internal department procedures and deadlines to ensure regulatory compliance and exemplary client service . Consistently deliver superior quality service to… more
- Citigroup (Irving, TX)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
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