- Citizens (Brooklyn, NY)
- …a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals.... Financial Advisor role or equivalent experience in financial services . + Demonstrated track record in… more
- Bloomberg (New York, NY)
- 2026 Client Financial Services -...large-scale account portfolio + Previous experience in a customer service or client -facing role + Knowledge of ... solution-finders, with a real passion for providing superb customer service in a fast-paced environment. Exciting. Surprising. Purposeful. Life...employees to be their best. What's the role? Our Client Financial Services team is… more
- Capgemini (Dallas, TX)
- Client Partner - Financial Services Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where ... world. **Locations: Dallas TX / Raleigh NC** **Overview:** Capgemini's Financial Services Global Business Unit is seeking...Services Global Business Unit is seeking a seasoned Client Partner to lead strategic growth and delivery for… more
- Vanguard (Malvern, PA)
- …drive alignment and impact. Qualifications + 10+ years of leadership experience in financial services client facing roles, relationship management and ... them. As the Senior Manager, Head of Operation Client Relationships for our Financial Advisor Services (FAS) business, you will lead the development of a… more
- Thrivent Financial (Crete, IL)
- …providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting ... not only independently but also with a team. The Client Service Administrator's main responsibilities will include...a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the… more
- Bank of America (Santa Maria, CA)
- FC Client Service Representative - Santa Maria Financial Center Santa Maria, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Maria/FC- Client - Service -Representative Santa-Maria- Financial -Center\_25036820) **Job Description:** At… more
- JPMorgan Chase (San Francisco, CA)
- …years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
- Raymond James Financial, Inc. (Miami, FL)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial … more
- KeyBank (Denver, CO)
- … wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify products ... Client Program and will focus on the entire client relationship with a plan-based approach to financial...and services to meet client needs and refer to appropriate sales professionals in… more
- Bank of America (Las Vegas, NV)
- Client Services Representative II Bilingual Spanish Las Vegas, Nevada **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... Qualifications:** + Proficient in English and Spanish + 1+ years of customer/ client service experience, including experience handling difficult client … more
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