- Morgan Stanley (Pepper Pike, OH)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor(s) in developing a business plan and delivering against ... *POSITION SUMMARY:* Client Service Associates help shape the...industry, product, and branch procedures knowledge * Knowledge of financial services products, including but not limited… more
- Morgan Stanley (San Francisco, CA)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor(s) in developing a business plan and delivering against ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...Goal oriented, self-motivated and results driven * Knowledge of financial services products, including but not limited… more
- Morgan Stanley (Denver, CO)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor(s) in developing a business plan and delivering against ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...Goal oriented, self-motivated and results driven * Knowledge of financial services products, including but not limited… more
- Morgan Stanley (Seattle, WA)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor(s) in developing a business plan and delivering against ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape...Goal oriented, self-motivated and results driven * Knowledge of financial services products, including but not limited… more
- Morgan Stanley (Atlanta, GA)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor(s) in developing a business plan and delivering against ... *POSITION SUMMARY:* Client Service Associates help shape the...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- Morgan Stanley (Garden City, NY)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor(s) in developing a business plan and delivering against ... *POSITION SUMMARY* Client Service Associates help shape the...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- Morgan Stanley (Olympia, WA)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor(s) in developing a business plan and delivering against ... *POSITION SUMMARY* Client Service Associates help shape the...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- Morgan Stanley (Atlanta, GA)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor(s) in developing a business plan and delivering against ... *POSITION SUMMARY* Client Service Associates help shape the...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- DXC Technology (Trenton, NJ)
- …quality and availability measurements for continual improvement + Experience in Consulting, Managed Services and/or client service delivery + Experience in ... **Job Description:** ** Client Partner - Aerospace & Defense...unwavering focus on four fundamental elements: high quality of service delivery, prioritizing achievement of client value,… more
- NTT America Solutions, Inc. (Southfield, MI)
- …develop, and close managed service and outsourcing deals. This is a services expert role, recognized as the client 's trusted cloud managed services ... **Your day at NTT DATA** The Senior Principal Security Client Partner is a highly skilled and...The focus of this role remains on converting the client to a managed services client… more
- Capital One (Plano, TX)
- …Town Center (31064), United States of America, Plano, Texas Senior Director, HR Business Partner - Financial Services Tech **Overview:** Are you interested in ... tech senior executives); + Serve as an integral, data-driven thought partner accelerating problem-solving and driving business outcomes through creative human… more
- Capital One (Plano, TX)
- Plano Town Center (31064), United States of America, Plano, Texas Senior Manager, HR Business Partner - Financial Services Tech Are you interested in joining ... one of the best companies to work for. The Financial Services Tech HR Business Partner...Responsible for providing strategic consulting and workforce planning to client groups within Financial Services … more
- Dow Jones (Washington, DC)
- …of News Corp (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV). About the Role: The B2B Client Partner is responsible for developing new and existing client relationships ... revenue targets by selling all Dow Jones products and services and increasing client satisfaction and retention...Chain) + Demonstrated ability to deliver high levels of client service and drive revenue growth while… more
- Meta (San Francisco, CA)
- …and other members of the Marketing Science team. **Required Skills:** Marketing Science Partner ( Financial Services ) Responsibilities: 1. Manage a complex ... performance improvements and uncover best practices. 3. Innovate and drive client , vertical, and industry adoption of preferred measurement methodologies, products,… more
- Capgemini (Chicago, IL)
- Client Partner - Banking & Data Solutions...years of experience in a leadership role at a financial services Consulting/SI or major + Proven expertise ... in enhancing footprint at clients through a deep understanding of client s business objectives, demonstrated thought leadership, solution-based selling and… more
- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and...candidate will have 2+ years of experience in the financial services industry allowing for a good… more
- Capgemini (Chicago, IL)
- …life. We strive to be an employer of choice! **Sogeti is looking for a talented Senior Client Partner to join our team built on the success of our people and ... level clients. You will focus on all aspects of client growth, relationship development, financial integrity and...complex multi-dimensional engagements. You will lead teams of both client service , as well as others on… more
- Charles Schwab (Carmel, IN)
- …under a condition of employment_ ) **Preferred Qualifications:** + 3+ years of Financial Services Industry Experience + Strong written and verbal communication ... with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth...the role for you. To learn more about our client offerings visit: Charles Schwab - Investor Services… more
- JPMorgan Chase (New York, NY)
- …they shop and get more from the brands they love. As a Vice President, Client Partner within Chase Media Solutions, you will sit within our Commercialization ... and the ability to drive consultative sales outcomes and client solutions. + Experience meeting and exceeding sales goals...Health, Shopping, and Big Box. Chase is a leading financial services firm, helping nearly half of… more
- Meta (New York, NY)
- …a dynamic, team-focused environment delivering against tight deadlines. **Required Skills:** Client Solutions Manager, Financial Services Responsibilities: ... as a product & insights expert, in partnership with Client Partner , to identify and implement marketing...to improve products features and functionalities 20. Experience with Financial Services industry and / or highly… more
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