- Bank of America (Los Angeles, CA)
- Financial Center Client Service Representative -...Has a minimum six months of client service experience in financial services , ... 's needs. * In lieu of six months of client service experience, has previously completed the...extended hours as needed. **Desired Qualifications:** * Experience in financial services and knowledge of financial… more
- Insight Global (Chicago, IL)
- Job Description As a Client Relationship Manager/ Client Service Representative (CSR) you will be the main point of contact for client 's customers ... should be followed up with call reports Work with Client Service Relationship Managers to establish prioritization...- 2+ years of professional experience, ideally coming from financial services - Experience client … more
- Truist (Paramus, NJ)
- …Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment product educational ... on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client...Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of… more
- VCA Animal Hospitals (Tustin, CA)
- …patients and providing those pet parents over the phone with a financial update. ESSENTIAL FUNCTIONS: * Customer service functions, including: greeting ... in the back office would be best. As a financial CSR, your duties will include creating an estimate...based on the doctor's recommendations. * Answering questions regarding services and cost * Managing medical records, charts, reports… more
- VCA Animal Hospitals (Carmichael, CA)
- …4. Pharmacy and Retail Sales 5. Marketing Implementation 6. Maintenance/Housekeeping 7. Financial Responsibilities Client Service : * Agrees to practice ... and their pets. Coordinate and represent all facets of client services . To serve as a good...for the hospital. Knowledge, Skills and Abilities: * Excellent client service skills. * Excellent phone skills.… more
- Bank of America (Phoenix, AZ)
- Fraud Client Services Representative - 2nd Shift Phoenix, Arizona **Job Description:** At Bank of America, we are guided by a common purpose to help make ... level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client … more
- Raymond James Financial, Inc. (Morristown, NJ)
- … client satisfaction, and effectively handle any client referrals. The Service Advisor supports the financial advisor by improving client retention ... growing our team and seeking a registered, team-oriented, high-performing Client Service Advisor to complement our existing...James" includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James… more
- Thrivent Financial (Belmond, IA)
- Brian Kapka is an independent financial services advisor of Thrivent Financial . We take a broad-based approach to helping our members achieve multiple ... financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As the… more
- Navy Federal Credit Union (Honolulu, HI)
- …insurance/investment products and services to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal ... Overview To provide basic financial consulting services to assist members...regulatory filings + Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks,… more
- Navy Federal Credit Union (Fredericksburg, VA)
- …products and services to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal Investment ... Overview To provide financial consulting services to assist members...needs and complexity + Provide investment industry expertise to client investment consultations and servicing of life insurance and… more