- JPMorgan Chase (New York, NY)
- …friendly and aligned with legal and brand guidelines. As the Vice President of Client Servicing Communications within the Servicing Governance Taskforce, ... value proposition: Lead the review and approval process for all servicing letters and communications , ensuring alignment with brand guidelines, legal… more
- Truist (Richmond, VA)
- …invited to create a profile, which will let you see your application status and any communications . If you already have a profile with us, you can log in to check ... solutions, using tools specific to the project or the area. 2. Lead and participate in the development, testing, implementation, maintenance, and support of… more
- JPMorgan Chase (Jersey City, NJ)
- …risk and control partners lead all aspects of disclosure and client communications delivered through Wealth Management investment account statements and ... team defines and executes on the strategy for 3 client facing reporting products that impact 5+ million investment...requests, including new targeting criteria. + Work closely with servicing and communication teams to review and finalize quarterly… more
- Mobile Communications America (Austin, TX)
- **Mobile Communications America (MCA)** , your trusted advisor for wireless communications , data, and security, is seeking an experienced **Advanced Security ... and more. **WHAT YOU WILL BE DOING:** + Installing and servicing physical security systems/platforms, including CCTV, access control systems, intrusion detection,… more
- Mobile Communications America (Atlanta, GA)
- MCA, your trusted advisor for wireless communications , data, and security, is seeking an experienced Advanced Security Technician in Atlanta, GA to support our ... and more. WHAT YOU WILL BE DOING: + Installing and servicing physical security systems/platforms, including CCTV, access control systems, intrusion detection,… more
- Janus Henderson Investors (Denver, CO)
- …recognizing that data-driven insight is key to modern distribution efforts. + Client Communications & Content: Manage the technology supporting client ... in finance. + Regulatory Considerations: Knowledge of compliance requirements around client communications and data (eg, record retention rules, privacy… more
- M&T Bank (Costa Mesa, CA)
- …and/or highly complex clients. Serves as primary point of contact or relationship lead for client . Maintains daily contact with clients to address general ... of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports...inquiries and/or facilitate client requests. Processes all related transactions, including collecting critical… more
- Thrivent Financial (IL)
- …preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Client Relationship Manger ... Manage email review and follow-up as necessary + Update CRM (Salesforce) with client information and managing tasking updates in the system + Monitor applications… more
- Bank of America (Bowling Green, KY)
- …of business partners + Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods ... Registered Wealth Management Client Associate Bowling Green, Kentucky **To proceed with...limited to:** + Work with highly affluent clients + Lead end-to-end onboarding and maintenance activities for new and… more
- Charles Schwab (Richfield, OH)
- …by visibility and by advocacy of our clients' best interests. **As a Senior Client Service Specialist, you are responsible for** + Assisting in the day to day ... servicing responsibilities for Schwab's recordkeeping clients consistent with Schwab's...goals and guiding principles. + Supporting a team of Client Service Managers responsible for our clients' complete satisfaction… more