- Avenica (Allentown, PA)
- … client meetings and presentations. Support new business development through proactive service delivery and responsiveness to client needs. Build and maintain ... for a Commercial Lines Account Manager opportunity within their collaborative and client -focused team. This is an opportunity to join a respected organization known… more
- CIBC (Chicago, IL)
- …to deliver a full- service experience to our high-net-worth clients. As a Client Service Advisor , you'll foster strong relationships with clients, support ... **Weekly Hours** 40 **Skills** Analytical Thinking, Banking, Cash Flow Analysis, Client Service , Customer Experience (CX), Post-Sales Support, Product Knowledge,… more
- ADP (Salem, NH)
- …ability to communicate ADP's value proposition within a continuous learning environment; The Advisor Client Service Specialist is responsible for developing ... ADPRS. The Advsior Service Representative role supports advisor -centric and associated client related inquiries with...prompt customer service . Proactively communicates regularly with advisor and client to evaluate and ensure… more
- Huntington National Bank (Hagerstown, MD)
- …process. + Work with internal sales and operations channels in addition to third-party service providers to provide a seamless client experience. + Deliver on ... Description Summary: Responsible for handling complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and… more
- Insight Global (San Jose, CA)
- Job Description Our client is an established and rapidly growing Investment Advisory Firm in search of an individual who is interested in developing their skill set ... areas of FactSet technology, Bloomberg research and Morningstar Direct technologies. Our client also provide continuous training in compliance processes. As a key… more
- Raymond James Financial, Inc. (St. Peters, MO)
- …advice to existing clients, onboard new clients, and assist with efficient, quality client service . The Associate Advisor should be responsible, confident, ... in branch or complex to present financial plans with advisor 's clients. + Leverage financial advisor technology...client loyalty. + Provide a high level of client service with a strong focus remaining… more
- Thrivent Financial (Crete, IL)
- …team. The Client Service Administrator's main responsibilities will include providing client service along with advisor support: answering client ... customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire,… more
- UMB Bank (Kansas City, MO)
- …the company, its industry, etc., over time that might create a change in their financial service needs. As a ** Client Advisor - Commercial Card** you will ... or financial services experience; + OR 3 5 years Client Relationship Management, Customer Service & Sales experience in a related field, Operations Technical… more
- Insight Global (Wayne, PA)
- …multiple custodians and platforms. This is a dynamic role that requires balancing client -facing service with advisor operational support. The ideal candidate ... policy, IPS). * Conduct KYC/AML and suitability reviews per SEC and custodian standards. Client Service & Support * Provide high-touch client support,… more
- Kestra Financial (Sewickley, PA)
- …and plan and presentation development. Essential Duties and Responsibilities + Support Lead Advisor with analysis, client service , and technical assistance + ... Learn the technical aspects of the Advisor position and prepare to service clients...and plans in financial planning software + Responsible for client meeting preparation and follow-up including assembling requisite paperwork,… more
