- Bank of America (Chicago, IL)
- …grow, and make an impact. Join us! **Job Summary:** As a Client Relationship Manager/ Client Service Representative (CSR) you will be the main point of ... be followed up with call reports. + Work with Client Service Relationship Managers to establish prioritization...**Requirements Qualifications:** + Minimum 5-10 years of experience in client services or operations within a financial… more
- Charles Schwab (Westlake, TX)
- …place for The University of Texas Arlington on campus, for our **Financial Services Representative ** opportunity. Apply, interview on your campus, and receive a ... including overnight and weekend availability. **Preferred qualifications** + Previous customer service experience + Previous client relationship experience +… more
- Charles Schwab (Phoenix, AZ)
- …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
- Thrivent Financial (West Bend, WI)
- …a wholly owned subsidiary of Thrivent Financial. Position summary: The Licensed Client Service Administrator (CSA) position is critical for achieving leverage ... daily operations of the practice including providing licensed support, responding to client service requests, completing post meeting work, maintaining client… 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 ... Integrity / Humility The Myers is an independent financial services practice of Thrivent Financial with offices in Eden...is expected to have some degree of client interaction and requires a friendly and congenial personality.… more
- Charles Schwab (Phoenix, AZ)
- …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 exciting role, you'll learn to educate… more
- Capgemini (NJ)
- …our clients 3. **Cybersecurity Services :** Securing Foundations to Create Open Futures 4. **Enterprise Service Management:** Taking charge of complexity to ... of intimacy with targeted customers and prospects. + Leverage knowledge of Financial Services ' industry trends and client challenges to develop and deliver… more
- Charles Schwab (Lone Tree, CO)
- … service team and begin building your foundation for a long-term career in our Client Service & Support organization. While in our ATA, you'll serve as a ... needs, and solving complex issues with exceptional solutions. Schwab's Client Service & Support team is at...the opportunity to apply for a full time Financial Service Representative position. . Enrollment in a… more
- Thrivent Financial (Seattle, WA)
- …Group. This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their accounts and ... utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative… 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
- County of El Dorado (Placerville, CA)
- …manage them on behalf of the client . + Perform fiscal management and Representative Payee services for assigned clients; obtain and research any planning and ... facility. + Prepare documentation outlining client interactions and communications, including services provided and service plans. + Assist client in… 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
- MUFG (Los Angeles, CA)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our… more
- dsm-firmenich (Princeton, NJ)
- …Green Belt principles, or other continuous improvement methodologies. + Strong customer service orientation with the ability to manage client relationships ... a customer-centric approach within the team, ensuring timely delivery and high-quality service for both internal and external stakeholders. + Oversee all lab… more