- AON (Bannockburn, IL)
- Defined Benefit, Client Service Leader - Bannockburn, IL Project Management experience in Pension Administration required! Aon is looking for a Defined ... your aligned office. Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but...applicable plan documents and policies. Your Impact as a Defined Benefit, Client Service Leader… more
- Alight (IL)
- ** Defined Benefit Client Success Manager** **Are you...will be the main point of contact for the client on daily service delivery and supports their ... Learn more at careers.alight.com (https://careers.alight.com/us/en) . **About the Role** The Defined Benefit Client Success Manager has overall accountability… more
- PNC (Cleveland, OH)
- …the company's success. As an Investment Manager/Portfolio Research Specialist - Defined Contribution Plans within PNC's Asset Management Group Investment Office ... at the manager's discretion. This position works as part of an investment service team in the AMG Investment Office reporting to the Investment Director for… more
- T. Rowe Price (San Francisco, CA)
- … client segment, the firm has built a global team of Institutional Client Service Executives (ICSE) who serve as the primary relationship managers for ... support your career path, as well as compensation , benefits , and flexibility to enrich your life. Here,...clients. Role Summary The ICSE will develop and execute client service strategies for complex, multi-mandate, high-visibility… more
- Advatix, Inc. (Strongsville, OH)
- …Major Areas of Performance: + Execute defined tasks related to specific client requirements, ensure client service obligations and program specifications ... and support defined tasks for onboarding as defined in client requirements + Identify new...independently up to 5% or as may be required Benefits Offered: + Health, dental, and vision benefits… more
- Charles Schwab (Westlake, TX)
- …closely with the Relationship Management and other teams to assist with higher level client issues and to assist with external auditor requests. + Serving as direct ... person on a regular basis. We offer a competitive benefits package that takes care of the whole you...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- Access Dubuque (Dubuque, IA)
- Client Service Representative **Cottingham & Butler/ SISCO** 1 Positions ID: 4030548008 Posted On 02/11/2025 Refreshed On 04/23/2025 **Job Overview** **What our ... Client Service Representatives do and why it's...traits are essential for success in the role. **Full-Time Benefits -** _Most benefits start day 1_… more
- Citigroup (Miami, FL)
- The Client Tax Service Officer is a seasoned professional role, that will play a key leading role in setting up a new Client Tax Services (CTS) Team. The CTS ... function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively...+ Support the Team Leads to build a new Client Tax Service Team, playing a strategic… more
- Citigroup (Miami, FL)
- The Client Service Sr. Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... while maintaining high client satisfaction. + Proactively arrange and participate in client visits and perform service quality check-in calls to clients. +… more
- Truist (Raleigh, NC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more