- Charles Schwab (Phoenix, AZ)
- …Phoenix Services Center located at 4750 E Francisco, Phoenix AZ. 85044_ As a ** International Client Service Associate** , you will service ... bachelor's degree is preferred. . 2+ year of customer service experience, preferably in financial services...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
- HUB International (Austin, TX)
- …accounts does so in accordance with those federal regulations. **Position Summary:** The Client Services Manager plays a critical leadership role within HUB ... for overseeing and optimizing the administrative functions that support our client services teams. This position ensures operational efficiency, compliance,… more
- HSBC (Miami, FL)
- …expand account relationships. Embeds quality, care and ownership over all aspects of international client inquiries through direct customer sales and contact to ... with global banking needs + Respond to sales and service inquiries from Premier and International segment... Business Centers and Corporate customers on US andGroup financial services and products, including proper referral… more
- HUB International (Long Beach, CA)
- …insurance, paid time off, a generous 401k plan and more! **THE OPPORTUNITY:** The Client Service Director (CSD) is a critical leadership position across all ... to advance mutual goals and long-term partnerships. + Provide _PL/CL/EB_ Insurance and Client Service thought leadership to the broader team, and also directly… more
- HUB International (Scottsdale, AZ)
- As a Financial Advisor on the Wealth Management Services team, you will work closely with clients to understand their financial goals, risk tolerance, and ... cash management and overall wealth management. + Develop, implement, and monitor comprehensive financial plans tailored to each client 's needs. + Conduct regular… more
- HUB International (Encino, CA)
- … service for Entertainment clients (small business) by maintaining client relationships, supporting client retention, maintaining strong carrier relationships ... creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud… more
- Charles Schwab (Orlando, FL)
- **Your opportunity** International Financial Consultants manage a practice of HNW international clients located in their assigned region. International ... Africa) and Americas (South America, Central America, and Canada). International Financial Consultants are expected to manage...within the first 120 days)_ + 5+ years' direct international client experience and an equivalent level… more
- HUB International (Houston, TX)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB's best practices and ... **About HUB:** HUB International is a global insurance broker providing a...managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client … more
- HUB International (Dublin, OH)
- … is a leading full- service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement ... and wealth management products and services . With more than 18,000 employees in offices located...Gives **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Provide extraordinary customer service for HUB clients: provide day-to-day client … more
- HUB International (Cincinnati, OH)
- … is a leading full- service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement ... HUB Heartland is seeking to add a construction focused Client Manager to their Commercial Lines team! The Construction...& administrative professionals) with a focus on excellent customer service and teamwork. **ABOUT HUB INTERNATIONAL :** HUB… more
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