- Thrivent Financial (Valparaiso, IN)
- …individual who thrives working not only independently but also with a team. The Securities Client Service Administrator 's main responsibilities will ... may occur during non-business hours. Organization/Business: Maar Financial Group Position Title: Securities Client Service Administrator Salary Range:… more
- Thrivent Financial (Helena, MT)
- …and a wholly owned subsidiary of Thrivent Financial. Position summary: The Licensed Client Service Administrator (CSA) position is critical for achieving ... maintaining client information, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to Autumn Keller and is… more
- Thrivent Financial (Cranford, NJ)
- …and a wholly owned subsidiary of Thrivent Financial. Position summary: The Licensed Client Service Administrator (CSA) position is critical for achieving ... maintaining client information, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Crane… more
- Thrivent Financial (Las Vegas, NV)
- …supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other ... administrative tasks as assigned. The Licensed Client Services Administrator reports to and is... accounts + Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities)… more
- Thrivent Financial (Reynoldsburg, OH)
- …supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other ... or providing investment advice (eg conducting due diligence, etc) + Obtaining client financial information + Accepting and/or entering securities trade orders… more
- JPMorgan Chase (Boston, MA)
- …priorities + Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion ... Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment...closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on… more
- Thrivent Financial (Cranford, NJ)
- …we provide to the Christian community and nonprofit organizations. Position summary: The Client Service Administrator (CSA) position is critical for ... information, and other administrative tasks as assigned. The Client Service Administrator reports to...Life and Health Insurance license as well as the Securities Industry licensing (SIE, 7, 66). Compensation starts between… more
- Thrivent Financial (Helena, MT)
- …Short-term and long-term Disability insurance, paid holidays, and PTO. Position summary: The Client Service Administrator (CSA) position is critical for ... this individual fully licensed in Life and Health and Securities Registrations (SIE, 7/66) to better service ... information, and other administrative tasks as assigned. The Client Service Administrator reports to… 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 ... quality service to external and internal clients. + Understands client requirements; works with approved product offerings and constructs creative solutions to… more
- Thrivent Financial (Las Vegas, NV)
- Summary The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor's time. Role supports daily operations of the ... practice including responding to client service requests, completing post meeting work,...Advisor Position Qualifications + Previous industry experience preferred + Securities (7/66) and/of Life, Health, and Annuity registration may… more
- MUFG (Tempe, AZ)
- …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 ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...identify, build, and develop process efficiencies. **Job Description** Program Administrator for the corporate card program. Provide MUFG card… more
- Edward Jones (Bakersfield, CA)
- …critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they ... looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for...clients. Our BOAs are a valued part of the client team, and we credit much of our success… more
- Robert Half Legal (Wellesley Hills, MA)
- …and take the initiative to accomplish objectives in a timely manner. + Outstanding client service skills and ability to manage projects and handle multiple ... Half Legal Permanent Placement is seeking an experienced Estate Administrator with Probate to join our client 's...assets. + Prepare and transmit all necessary documents for securities transfers. + Process insurance claims and death benefits… more
- DA Davidson Companies (Great Falls, MT)
- …to learn IRA rules and regulations.* Follow policies and procedures; maintain client confidentiality.* Communicate in a clear and service -oriented manner; use ... with IRS regulations; review request to move cash or securities in client accounts and insure regulatory...other benefits and privileges of employment. Please contact us to request accommodation. Keyword: IRA Administrator From: DA Davidson… more
- Citigroup (Irving, TX)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Raymond James Financial, Inc. (New York, NY)
- …clients. Works with the rest of the desk to allocate trades, open client accounts, send trade advisements and resolve settlement issues. Responds quickly to trader ... requests while providing excellent service to clients and traders. **Essential Duties and Responsibilities:**...control, pricing and security set-up. * Answers telephones for client account and settlement inquiries. * Responsible for keeping… more
- Edward Jones (St. Louis, MO)
- …and resolve any service issues or unfinished tasks + Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer ... serve clients who are already engaged + Provide excellent client service and tailored client ...(life, health and variable annuity) + 5+ years of securities industry experience as a Financial Advisor or a… more
- The Hartford (Wayne, PA)
- …review of the Funds and ETFs' annual update; coordination with fund administrator to update portfolio compliance and guideline monitoring tests + Coordinate the ... of new Fund's portfolio compliance matrix and investment guidelines with fund administrator and sub-adviser. + Assist in the preparation and review of regulatory… more
- SMBC (Jersey City, NJ)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- CIBC (Atlanta, GA)
- …the Family Office Executives and Senior Relationship Managers in providing customized client service and is responsible for administrative services, interfacing ... Coordinate asset transfers and manage cost basis updates on securities + Review fee collections and resolve collection issues...One SEI, ORS, Revport + Provide integral support for client service teams and special projects +… more