- Percepta (Melbourne, FL)
- At Percepta, we bring first-class service across each market we support. As a Client Service Manager onsite in Melbourne, FL, you'll be a part of ... being part of a unique culture.What You'll Be DoingThe Client Service Manager (CSM) will...to resolve client concerns. Tools available include Financial Assistance, Service Component Plan, Extended … more
- Rose International (New York, NY)
- Only qualified Banking and Financial Service Industry Project Manager candidates located near the Manhattan, NY area to be considered due to the position ... reporting, etc. Minimum 10 years of experiences in the financial services or banking industry is must...to 2019) PMP certified or Agile scrum masterBanking and Financial Service Industry Project Manager … more
- Amerant Bank (Tampa, FL)
- The Private Client Group Relationship Manager develops, manages and retains a client book of business with a focus in the domestic professional segment using ... market knowledge to:Ensure delivery of high standards of service to strengthen customer loyaltyMaintain a dedicated, high touch service and professional… more
- Resolution Technologies, Inc. (Alpharetta, GA)
- Executive Liability & Cyber Vice President Client Services Job Description: Vice President Client Services Responsibilities: Supports producers in regard ... all regional and national colleagues. Executive Liability & Cyber Vice President Client Services Qualifications: Bachelor s Degree in Business Administration,… more
- Banner Bank (Bothell, WA)
- …to community organizations.As a Client Relationship Consultant you will provide exceptional client service while engaging in sales and service activities ... regarding client accounts. You'll also present tailored solutions that meet the client 's specific financial needs or refer clients to other lines of business… more
- TradeStation (Chicago, IL)
- …and relentless search for innovation.What We Are Looking For:We are looking for a Account Services Manager who will help support the Senior Director of Account ... Services in managing the Accounts Services Team. The Account Services ...managers within Operations, Compliance, AML, Trade Desk, Sales, and Client Services to gain operational efficiencies and… more
- Percepta (Houston, TX)
- …Percepta, we bring first-class service across each market we support. As a Customer Service Case Manager working onsite in Houston, TX, you'll be a part of ... of a unique culture.What You'll Be Doing The Customer Service Case Manager will work with customers...satisfaction tools to resolve customer issues - tools include financial assistance, service plans, payments, and maintenance… more
- Amerant Bank (West Palm Beach, FL)
- The Client Specialist II position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and ... the customer experience with servicing their needs within that portfolio ( services , deposits, loans, etc). Duties and responsibilities include: Work closely with… more
- Percepta (Melbourne, FL)
- …Percepta, we bring first-class service across each market we support. As a Customer Service Case Manager in working on site in Melbourne, FL, you'll be a ... of a unique culture.What You'll Be Doing The Customer Service Case Manager will work with customers...customer satisfaction tools to resolve customer issues. Tools include financial assistance, service plans, payments, and maintenance… more
- Beacon Hill (Washington, DC)
- Our client , a prestigious law firm, is seeking a direct hire A/V Conference Services Manager to support their DC office! About the Job: * Collaborate ... of technical and A/V experience requires; working within professional services preferred. * Extremely tech savvy with a strong...and proposed ideas. * Able to provide white-glove customer service to Partners and staff members. About the Position:… more
- Fidelity TalentSource LLC (Monterey, CA)
- …re Looking ForA college degree is encouraged yet not required1-3 years in financial services with an emphasis in customer serviceSales experience and knowledge ... OrganizationFidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and… more
- Fidelity TalentSource LLC (Indianapolis, IN)
- …state registrations OR ability to acquire series 65/66 upon hire1-3 years in financial services with an emphasis in providing an excellent customer ... to facilitate setting targeted appointments that improve engagement with clientsYou are client oriented and bring great perspective on financial planningYou have… more
- Rose International (Tampa, FL)
- … Services , Outsourced Services , Software, Banking Operations and Financial Services .Qualifications: At least 5 years of experience in sourcing ... the position requiring an onsite presence As a Sourcing Manager within Client Global Strategic Sourcing function,...Coupa) Project management experience would be helpful Background in banking/ financial services would be a plus Proficient… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …account management with previous experience in a regulated industry such as Financial Services .Demonstrated success in a complex, matrix environment servicing ... our clients from post-sale implementation and onboarding into ongoing service and support. You will provide administrative services... from the very beginning, you will ensure the client recognizes the quality of service being… more
- Axelon Services Corporation (Princeton, NJ)
- …for in-house and outsourced studies while ensuring adherence to the client 's outsourcing strategies within a specific therapeutic area(s) and is accountable ... to support clinical trial vendor partnerships across select or multiple service categories of clinical trial activities in R&D. Key Responsibilities: - Drive… more
- Abbtech Professional Resources (Mclean, VA)
- …Secret Certification(s): CPA General Experience and Functional Responsibility: An Auditing Services Manager devises or modifies procedures to solve complex ... financial statement preparation, budget development and accounting advisory services ). Other Skills for Success: Develop and maintain strong, productive working… more
- Banner Bank (Edmonds, WA)
- …related financial information. Demonstrate ability to train employees in client service , sales, operations, product knowledge, and consumer loans. In-depth ... of a branch office, including sales, operations, consumer/small business lending, high client service levels, security and safety in accordance with the… more
- Rose International (San Ramon, CA)
- …based on business need. Position location is flexible throughout Client ''s service territory.Job Responsibilities will include:Coordinate project meetings, ... (twice travel: 2 trips to Oakland General Office )**The Client will provide a laptop for hires within the... will provide a laptop for hires within the service territory. Personal phone required.**This role has the potential… more
- Volunteers of America Mid-States (Elizabethtown, KY)
- …providers in the area/community. c. Provide referrals and coordinating with VAMCs and other service providers to provide health care services and daily living ... POSITION TITLE: Case Manager LOCATION: Elizabethtown, KY STATUS: Full Time, Hourly,...driver's license, or/and TARC tickets. h. Provide/refer for supportive services to participants, including personal financial planning… more
- ConsultNet (North Kingstown, RI)
- …least 5+ years of Customer Service / Customer Care experience in insurance or financial services is preferred, with a minimum of 2 years in a leadership ... The Customer Care Manager supervises daily operations and team members while...and PBM business by providing a complex level of service to Medicare Part D and Commercial PBM members… more
