• Direct Indexing Senior Client

    Nuveen Investments (Chicago, IL)
    The Senior Client Service Manager supervises a team of professional level employees that partner with associates in Distribution and Relationship ... accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. As a team manager, this… more
    Nuveen Investments (05/03/25)
    - Related Jobs
  • Senior Client Service

    Charles Schwab (Richfield, OH)
    …us "challenge the status quo" and transform the finance industry together. The ** Senior Client Service Manager, Relationship Management** plays the critical ... client understanding of available solution sets to achieve successful outcomes. The ** Senior Client Service Manager, Relationship Management** will work… more
    Charles Schwab (05/05/25)
    - Related Jobs
  • Senior Client Service

    Kestra Financial (San Antonio, TX)
    Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... detail-oriented, and committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial… more
    Kestra Financial (03/26/25)
    - Related Jobs
  • Senior Client Service Manager

    CIBC (Washington, DC)
    …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a ** Senior Client Service Manager** , you will support ... consulting, wealth management). Prior Private Wealth account management experience is preferred. + ** Client service expertise:** You've worked in a client more
    CIBC (04/10/25)
    - Related Jobs
  • Senior Client Service Leader…

    CDM Smith (Houston, TX)
    …Unit:** NAU **Job Description:** CDM Smith currently has a new opportunity for a Senior Client Service Leader to lead our transportation practice in ... significant size and strategic importance. * Being active in professional societies in which clients or potential clients are...Being a strong leader internally and externally. **Job Title:** Senior Client Service Leader -… more
    CDM Smith (03/04/25)
    - Related Jobs
  • Part-time Senior Registered Client

    Raymond James Financial, Inc. (Richmond, VA)
    …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...stressful situations and provide a high level of customer service in a calm and professional manner.… more
    Raymond James Financial, Inc. (05/02/25)
    - Related Jobs
  • Senior Registered Client

    Raymond James Financial, Inc. (Charleston, SC)
    …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... manage and standardize best practices for various activities: new client on-boarding, + large client liquidity events,...stressful situations and provide a high level of customer service in a calm and professional manner.… more
    Raymond James Financial, Inc. (02/22/25)
    - Related Jobs
  • Senior Associate, Health and Benefits,…

    WTW (Chicago, IL)
    …+ Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively ... **Description** As a Health and Benefits Senior Associate, you will contribute to a wide...with vendors and key clients internally and externally, create client deliverables and ensure quality standards are met. You… more
    WTW (04/19/25)
    - Related Jobs
  • Senior Registered Client

    Raymond James Financial, Inc. (FL)
    …proactive, virtual support to financial advisors. Provide efficient, high quality client service , account maintenance, and administrative support to advisors ... and special outreach projects, etc. * Provides high caliber service to clients by responding to inquiries and requests...of accounts with other functional areas to ensure a professional process from initial client contact through… more
    Raymond James Financial, Inc. (02/14/25)
    - Related Jobs
  • Bilingual Senior Client Advocate

    AON (Miami, FL)
    Aon invites you to apply for our Senior Client Advocate opportunity. Immerse yourself in a unique and exciting environment with a career that offers global reach ... objective job-related criteria. What the day will look like: Senior Client Advocates collaborate with internal teams...a client -facing role responsible for ensuring exceptional client service . This position involves coordination with… more
    AON (04/26/25)
    - Related Jobs