- Thrivent Financial (NY)
- …we provide to the Christian community and nonprofit organizations. Position summary: The Securities Client Service Administrator (CSA) position is ... maintaining client information, and other administrative tasks as assigned. The Securities Client Service Administrator reports to and is employed by… more
- Thrivent Financial (Crete, IL)
- …individual who thrives working not only independently but also with a team. The Securities Client Service Administrator 's main responsibilities will ... include providing client service along with advisor support: answering client ...securities trade orders from customers; contacting clients for service related matters; and, participating in occasional marketing events… more
- Thrivent Financial (Charlotte, NC)
- …supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other ... administrative tasks as assigned. The Licensed Client Services Administrator reports to and is... accounts + Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities)… more
- Thrivent Financial (Cottage Grove, MN)
- …for our asset management business, ranging from investment proposals, application & service paperwork, client portfolio analytics, and trade execution. This role ... is expected to have some degree of client interaction and requires a friendly and congenial personality. Daily duties will vary, and candidate should have a… more
- Thrivent Financial (Belmond, IA)
- …inquiries regarding their accounts and supports the daily operations of the practice. Client Service Administrator (licensed) role reports to and is ... annually. 401K plan and match provided. Position Roles/Responsibilities/Accountabilities + Manages client service calls, conduct necessary research and respond… more
- Thrivent Financial (Rochester, MN)
- …we provide to the Christian community and nonprofit organizations. Position summary: The Client Service Administrator (CSA) position is critical for ... information, and other administrative tasks as assigned. The Client Service Administrator reports to...as assigned by the Lead Advisor Position Qualifications + Securities or insurance industry experience preferred + Strong technical… more
- JPMorgan Chase (Boston, MA)
- …priorities + Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion ... closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on...Experience at a Big 4, PE firm or fund administrator JPMorganChase, one of the oldest financial institutions, offers… more
- Thrivent Financial (Oak Creek, WI)
- …to: utilizing Thrivent Financial computer systems and programs in support of client relations, case and proposal preparation, supporting securities and insurance ... related tasks and other administrative tasks as assigned. The Licensed Client Services Administrator reports to and is employed by Ryan VanDeLoo, CFP(R) of… more
- Edward Jones (Pacific Grove, CA)
- …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... teams are two or three people, and in a Client Support Team Professional role, you are a critical...looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for… more
- Edward Jones (Murrieta, CA)
- …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... teams are two or three people, and in a Client Support Team Professional role, you are a critical...looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for… more