- 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 (Lakewood, CO)
- …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 (Cottage Grove, MN)
- …for our asset management business, ranging from investment proposals, application & service paperwork, client portfolio analytics, and trade execution. This role ... is expected to have some degree of client interaction and requires a friendly and congenial personality. Daily duties will vary, and candidate should have a… more
- Thrivent Financial (West Bend, WI)
- …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 COR… more
- Thrivent Financial (WI)
- …service and a passion for helping others, we'd like to connect with you. Client Service Administrator (CSA) position is critical for achieving leverage of ... Financial in Central Wisconsin is looking for a full-time Client Services Administrator (CSA) focused on application...by preparing and completing post meeting work, responding to client service requests, maintaining client … more
- Thrivent Financial (St. Louis, MO)
- …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...and Health insurance license as well as the FINRA securities licensing (SIE, 7/66) within the first 6 months… more
- Thrivent Financial (Lakewood, CO)
- …support of client relations, and other administrative tasks as assigned. The Client Services Administrator reports to and is employed by Clarity Wealth ... Group. This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their accounts and… 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 ... closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on...Experience at a Big 4, PE firm or fund administrator JPMorganChase, one of the oldest financial institutions, offers… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …internal department procedures and deadlines to ensure regulatory compliance and exemplary client service . Responsible and accountable for risk by openly ... GENERAL FUNCTION: In an area of high dollar volume, client sophistication and trust, and high client ...favorable tax status in Global Markets. + Partner with Securities Lending Agent and/or Investment Advisor on global activity,… more
- Edward Jones (Rancho Santa Margarita, CA)
- …associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with ... the financial advisor. You are the first voice a client hears when they call on the phone -...looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for… more
- Edward Jones (Cameron Park, CA)
- …associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with ... the financial advisor. You are the first voice a client hears when they call on the phone -...looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for… more
- HUB International (Mclean, VA)
- …passionate about our talent. We currently have an opportunity for a **Trading Administrator ** to join our **Retirement & Private Wealth** team in our **McLean, VA** ... and security set updates in Orion Eclipse. + Maintain client target allocation database in Orion Eclipse. + Manage...accounts to assigned allocation models, cash reserves, and restricted securities . + Daily review of portfolios out of tolerance,… more
- First Horizon Bank (Memphis, TN)
- …trust services and his/her other banking needs. * Serve as a liaison between the Administrator and the Client and also as the liaison between these two parties ... the Administrator in performing daily operational tasks, such as client contact, faxing, copying, delivering of documents, answering phones, loading documents in… 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 ...Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background… 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 ...Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background… 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
- TekSynap (St. Louis, MO)
- …resolve technical problems during portal implementation and rollout. + Collaborate with the client and other mission groups and develop site usage reports and disk ... 0-2 years relevant experience + Microsoft Certified -Windows Server Hybrid Administrator Associate + Experience with Portal site customization, including setting up… more
- Edward Jones (St. Louis, MO)
- …have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial ... of key stake holders including, the Recordkeeper, TPA, Investment Managers, Plan Administrator , 3(16) and Co-Fiduciary, both 3(21) and 3(38) + Focus on larger… more
- MUFG (Jersey City, NJ)
- …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...alert management. + Monitor KPIs and SLAs to ensure service availability and improve overall IT operations efficiency. +… 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