- Insight Global (Chicago, IL)
- Job Description Bank of America is looking for a Client Services Representative to join the Futures & Options team in Chicago, IL. This person will face ... for Bank of America Merrill Lynch customers dealing in Futures & Options and OTC clearing. The primary functions...be followed up with call reports * Work with Client Service Relationship Managers to establish prioritization… more
- Thrivent Financial (Cranford, NJ)
- …a wholly owned subsidiary of Thrivent Financial. Position summary: The Licensed Client Service Administrator (CSA) position is critical for achieving leverage ... Crane Financial Group is an independent financial services practice of Thrivent Financial. We take a...of the practice including providing licensed support, responding to client service requests, completing post meeting work,… more
- Charles Schwab (Lone Tree, CO)
- …accommodate 24/7 contact center needs **Preferred Qualifications** + 1+ years of customer service experience + 1+ years of client relationship experience + ... status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's...our firm's commitment to helping clients own their financial futures . In this exciting role, you'll give clients financial… more
- Vanguard (Scottsdale, AZ)
- …we're taking a stand for investors. That starts with you. As a Retirement Plan Services Representative , you'll be our voice and our clients' advocate, as you ... help to build hundreds of financial futures . In this role, you will provide.... In this role, you will provide high quality service across Institutional Participant Services by supporting… more
- Thrivent Financial (Las Vegas, NV)
- …and insurance related tasks and other administrative tasks as assigned. The Licensed Client Services Administrator reports to and is employed by David Thiel ... This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their accounts and… more
- Thrivent Financial (Helena, MT)
- …a wholly owned subsidiary of Thrivent Financial. Position summary: The Licensed Client Service Administrator (CSA) position is critical for achieving leverage ... Pinnacle Financial Advisors is an independent financial services practice of Thrivent Financial. We take a...of the practice including providing licensed support, responding to client service requests, completing post meeting work,… more
- Charles Schwab (Lone Tree, CO)
- …overnight and weekend availability. **Preferred qualifications ** + Previous customer service experience + Previous client relationship experience + Bachelor's ... status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's...our firm's commitment to helping clients own their financial futures . In this role, you'll learn to educate clients… more
- Bright Horizons (Newton, MA)
- …the country. The focus of this position will be to provide excellence in customer service resulting in client success and retention as well as the ability to ... supporting the company's retention and expansion objectives. + Serve as a senior representative of EdAssist Client Relations team and extend responsibilities to… more
- Thrivent Financial (Glenwood, MN)
- …interest in the industry to apply. You will play a critical role in our client experience, so an outgoing and service -oriented mindset is a must. The team ... Organization/Business Overview: The sponsoring financial advisor is an independent financial services practice of Thrivent Financial for Lutherans. We take a… more
- Oriental Bank (San Juan, PR)
- …business. + Evaluates customer needs and refers them to the appropriate financial services representative or retail channel for investment, commercial and trust ... and services goals' achievement by supporting teamwork initiatives. + Coordinate client services and liaise for all retirement plans administrative … more
- Atria Wealth Solutions (Sacramento, CA)
- … mail, paperwork and other items to support the representative . + Assists representative with back to representative service items. + Maintains calendar ... services to help them plan purposefully for their futures and to secure our life-long partnership as their...representative . + Processes incoming client… more
- Thrivent Financial (Minneapolis, MN)
- …and the Advice Center of Excellence (COE) will be critical. The Advice Services Consultant is responsible for enabling Advice adoption through direct connection and ... Process, financial problems for the representatives' clients using proprietary products and services . This role will be assigned to an Advisor Group or Distribution… more
- Thrivent Financial (Albuquerque, NM)
- …Responsibilities: + Support lead advisors and team members with new and existing client reviews, service and planning processes. + Maintain accurate and detailed ... Organization/Business Overview: The Valley Consulting Group, an established financial services practice for Thrivent with offices in Albuquerque, NM...join our team. If you have a heart for service and a passion for helping others, we'd like… more
- Cumberland River Behavioral Health, Inc. (Corbin, KY)
- …the Reclaiming Futures program. + Ensure the accuracy, content and completeness of client files. + Provide services within time requirement as set forth in ... and obtained through demonstrated competencies, continuing education units and in- service trainings. + Provide care based on ethical concepts,...Agency policies and procedures. + Provide services as documented in client treatment plan.… more
- AvantGarde, LLC (Grand Prairie, TX)
- …in coordination with the AG Project Manager and the designated federal client manager. The WORK + Conduct independent fact-finding investigations for complex, highly ... are substantiated. + Utilize CFR, Part 752 to provide client management with a written report that summarizes the...case decisions; or assisting attorneys, or serving as a representative , in disputes before third parties + related Bachelor's… more
- International Rescue Committee (New York, NY)
- …but the population is still subjected to rights abuses and a lack of basic services . The Signpost Project Housed within the EHAU, the Signpost Project is a rapidly ... scaling responsive information service , providing up to date and contextually adapted information...equip its clients to make critical decisions about their futures throughout the arc of a crisis. Signpost's mission… more
- Bio-Techne (Denver, CO)
- …and other duties as assigned. + Support Third Party inspection (eg, regulatory agency, client , etc.) and internal audits of supply chain. + Must be able to do ... to adjust focus. The physical demands described here are representative of those that must be met by an...and their families.** **We invest in our employees' financial futures through retirement programs and an employee stock purchase… more