- Principal Financial Group (Waco, TX)
- **What You'll Do** As a ** Client Service Associate ** , you'll put your communication skills and attention to detail into action and help make a positive ... regarding special timing requests, and routine employee data, while delivering excellent client service . + Ensuring client needs are met by providing… more
- First Horizon Bank (Knoxville, TN)
- …Virtual Banker - Client Experience Associate Position Overview: As a Client Service Banker you will be the driving force behind delivering an exceptional ... with our clients and internal business partners and strengthen the client 's relationship with First Horizon Bank. Essential Duties and Responsibilities: Maintain… more
- Neuberger Berman (Dallas, TX)
- …an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the ... customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a… more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger… more
- Neuberger Berman (New York, NY)
- …Qualifications:** + SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + ... Charles River, Salesforce, and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and verbal) + Ability to organize,… more
- Jackson National Life Insurance Company (Lansing, MI)
- **_If you are an internal associate , please login to Workday and apply through Jobs Hub._** **Job Purpose** **Provides world-class customer service and support ... technology-based applications simultaneously. + Identifies and resolves basic customer service issues; escalates issues for resolution as necessary. + Drafts… more
- Banc of California (Los Angeles, CA)
- …wherein the Company operates. **HOW YOU'LL MAKE A DIFFERENCE** + Front line client service support. + Must exercise independent judgement and discretion on ... In addition, the CSR will be responsible for major client relationships from a business and service ...+ 3+ years' experience **Education & Certifications** Required: + Associate 's degree or equivalent work experience Preferred: + Bachelor's… more
- Towne Park (Monterey, CA)
- …**SUMMARY** The Associate Manager is responsible for ensuring high levels of client , customer and associate satisfaction at a designated Towne Park location. ... delivery and reduces staffing levels if business conditions dictate. Understands the client 's service standards and effectively integrates Towne Park's standards… more
- Quad (Minneapolis, MN)
- …who can continue to elevate our work and culture. The Favorite Child Associate Account Manager builds strong client relationships by creating effective marketing ... strategies that meet each client 's unique needs in a responsive, efficient, effective and...ability to organize, prioritize and multi-task + Excellent customer service and troubleshooting skills + Ability to work independently… more
- Neuberger Berman (New York, NY)
- The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management, investment solutions and capital ... addition to supporting and servicing existing clients, the Enterprise RIA Associate will actively participate in business development and prospecting initiatives to… more
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