- Christus Health (Tyler, TX)
- …application recommendations. Possesses the skill to develop strong and positive relationships with client management at all levels. Is respected by the client as ... operational processes. Coordinates code changes with appropriate vendor related to financial and business application issues. Collaborates with Technical Team to… more
- Prisma Health (Greenville, SC)
- …strategic decisions are compliant with both regulatory standards and organizational financial goals. -10%Maintains personnel records for clinical team members in ... to direct reports and other practice staff as applicable. -20%Identifies patient/ client needs; recommends and/or develops new programs and services to meet… more
- Morgan Stanley (Gilbert, AZ)
- …on deepening and growing an existing book of Morgan Stanley relationships. As a*Virtual Client Financial Advisor - Gilbert, AZ*,your primary focus is to help ... Wealth Management; wealth planning **Job:** **Wealth Management* **Title:** *Virtual Client Financial Advisor - Gilbert, AZ* **Location:** *Arizona-Gilbert*… more
- Deloitte (Nashville, TN)
- …critical issues, consider a career in Deloitte's GPS Technology practice. Work you'll do The Client Financial Operations Lead is a leader in the account and acts ... client and organization for future growth. + Risk Management: Identify client financial risks and develop mitigation strategies to ensure fiscal stability and… more
- Citizens (Owosso, MI)
- …in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of ... investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor. In this role, they will meet with… more
- Citizens (Brooklyn, NY)
- …a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct ... client 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals. The Citizens PCFA is a branch-based advisor who… more
- Citigroup (Getzville, NY)
- …role is focused on the risk & control for the production elements of client financial data including system flows, aggregations, and manual adjustments. The ... location. **Responsibilities:** + Contributes to the integrity and control of company's Client financial books and records as well as the process by which these… more
- Ethos Veterinary Health (Honolulu, HI)
- Client Care Financial Liaison Veterinary Emergency + Referral Center of Hawaii (VERC) is an advanced 24-hour veterinary emergency and specialty hospital. Our ... day. 8am - 6pm or 8:30am - 6:30pm About the Job: As a Client Care Financial Liaison, your duties would include, but not limited to: + Finalizing invoices prior… more
- Charles Schwab (St. Louis, MO)
- …+ FINRA Series 9-10 license preferred + Preferably 3-5 years of experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in ... with a strong customer service focus are essential + Resilience to help achieve client happiness in a fast-paced call environment **What's in it for you** At Schwab,… more
- Meta (New York, NY)
- …dynamic, team-focused environment delivering against tight deadlines. **Required Skills:** Client Solutions Manager, Financial Services Responsibilities: 1. Act ... **Summary:** The Client Solutions Manager for Meta's Global Business Group...to improve products features and functionalities 20. Experience with Financial Services industry and / or highly regulated verticals… more
- Thrivent Financial (Valparaiso, IN)
- … financial goals through strategic financial planning and development of financial strategies unique to each client . Thrivent Financial is the ... marketing events that may occur during non-business hours. Organization/Business: Maar Financial Group Position Title: Securities Client Service Administrator… more
- Bank of America (Fresno, CA)
- Financial Center Client Service Representative Fresno, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... will meet their needs. * Has a minimum six months of client service experience in financial services, retail sales or another results-driven environment. * Has a… more
- KPMG (New York, NY)
- **Business Title:** Manager, Financial Services Client Onboarding (KYC), Capital Markets **Requisition Number:** 117438 - 68 **Function:** Advisory **Area of ... Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that slowing down. In… more
- JPMorgan Chase (San Francisco, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you ... in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client... financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships,… more
- Bank of America (Riverside, CA)
- FC Client Service Rep - Magnolia Center Financial Center, Preferred Spanish Riverside, California **Job Description:** At Bank of America, we are guided by a ... common purpose to help make financial lives better through the power of every connection....Description:** This job is responsible for providing a positive client experience that leads to improved client … more
- US Tech Solutions (Brooklyn, OH)
- **Job Description** **M-F 8 to 5 pm EST** + The Client Administrator (CA) The CA will administer this book of business with emphasis on client service and daily ... actual transaction execution and processing. The CA may independently ensure that client inquiries are resolved in a timely manner and is comfortably, accurately,… more
- Thrivent Financial (Reynoldsburg, OH)
- …or providing investment advice (eg conducting due diligence, etc) + Obtaining client financial information + Accepting and/or entering securities trade orders ... here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the… more
- Citizens (Fairlawn, OH)
- …other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified ... As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their … more
- City National Bank (New York, NY)
- …Discuss changes to strategies with the CNS IO. + Keep current on client 's financial information while ensuring that clients understand the solutions being ... ** CLIENT MANAGER** **WHAT IS THE OPPORTUNITY?** Is primary...relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and… more
- Raymond James Financial, Inc. (Dublin, OH)
- …and branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses ... summary reports and client -specific reporting as needed for review by the financial advisor. * Creates and maintains records and files utilizing Client … more
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