- Vicus Capital (State College, PA)
- …the Compensation Department. This individual should have a passion for providing world-class client service and support for both internal and external clients. ... financial advisors and internal clients regarding fee billing procedures Maintaining client and financial advisor data in commission software program… more
- Snohomish County Human Services Department (Everett, WA)
- …office practices and procedures and all related office work standard human service client protocol including interview techniques, client confidentiality ... WA Job Type Temporary Remote Employment Flexible/Hybrid Job Number 2026-00008 Department Human Services Division Human Services Housing & Community Services … more
- 20 Degrees (San Francisco, CA)
- …Our Social Finance team specializes in empowering nonprofits to build toward financial sustainability with revenue strategies that actually work. We understand the ... combination of deep experience in the social sector, rigorous financial methods, exceptional business insights, and authentic facilitation and...for the project teams theyll serve on and the client engagements they will lead. Who You Are: If… more
- GL LNL (Arlington, TX)
- …for an opportunity with growth ? The ideal candidate will bring a passion for client service and a commitment to contributing positively to our team dynamics. At ... we are hiring for wears 3 hats essentially, Customer service , accounts management and new client acquisition...to meet their evolving needs. Requirements Proven experience in client services , insurance, or a similar role… more
- The American University in Cairo (Washington, DC)
- …, medical services , travel, and business support Champion a client -centered culture and service -driven approach Strategic Oversight of Security and ... and regulatory standards and leads the division to deliver client -centered service . It will also align with...and assume full operational oversight for all physical and service infrastructure, energy, maintenance, campus services and… more
- Evans & Associates, CPAs (Miami, OK)
- …tax filings, bookkeeping and payroll services , providing exceptional customer service throughout the process. Maintain confidentiality of client information ... emphasis on tax preparation. This role requires proficiency in financial software such as QuickBooks, Accounting CS, and Excel...Accounting CS, and Excel as well as excellent customer service skills to assist clients effectively throughout the tax… more
- KS StateBank (Manhattan, KS)
- …of the Bank, focused on building quality relationships, offering helpful product and service solutions, and protecting the financial security of our clients. As ... a teller, you will provide services to our client , both business and...provides an opportunity to learn what happens at a financial institution, while also providing a path for personal… more
- Colorado Housing and Finance Authority (Denver, CO)
- …documents, contracts and other legal documents relating to new and existing services Supervise real estate due diligence reviews Advise various business units and ... multiple projects and important deadlines Strong and effective customer service , interpersonal, leadership and organizational skills Strong and ethical… more
- The Virella Agency and Associates (Southfield, MI)
- …Key Responsibilities Attend weekly Monday meetings at our Troy office Sell and service insurance products while expanding your client base Manage existing ... client relationships and deliver outstanding service Report daily activity through our Salesforce-based CRM Participate in ongoing professional and leadership… more
- NY Creates (Albany, NY)
- …advanced packaging prospects. Develop and implement advanced packaging sales strategies, client service , and retention plans. Assist with drafting advanced ... role will also recommend new packaging related products or services and lead a team to pursue the long-term...service and broaden the customer base to support financial sustainability. Coordinate virtual and in-person business meetings and… more
- KS StateBank (Manhattan, KS)
- …you will be responsible for commercial loan data gathering and commercial loan client service from pre-approval to closing and everywhere in-between. You will ... focused on building quality relationships, offering helpful product and service solutions, and protecting the financial security...product and service solutions, and protecting the financial security of our clients. Wages start at $45,000… more
- KS StateBank (Phoenix, AZ)
- …position will be responsible for commercial loan data gathering and commercial loan client service from pre-approval to closing and everywhere in between. You ... you will have the opportunity to learn what happens behind-the-scenes at a financial institution, while also providing paths for personal and career growth and… more
- Citizens (Ann Arbor, MI)
- …a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals.... Financial Advisor role or equivalent experience in financial services . + Demonstrated track record in… more
- Capgemini (New York, NY)
- Client Partner ( Financial Services /Capital Markets) Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way ... technology and build a more sustainable, inclusive world. Capgemini's Financial Services Global Business Unit is seeking...senior client -facing roles within IT consulting and financial services . * Proven success managing large… more
- Publicis Groupe (New York, NY)
- …designing the products and services their customers truly value. **Overview** **Senior Client Partner, Financial Services ** The Senior Client Partner ... responsible for driving growth and delivering transformative outcomes for top-tier Financial Services clients. This role combines executive-level relationship… more
- TEKsystems (Pittsburgh, PA)
- …information technology, or professional services . * Experience working in the Financial Services Industry. * Proven track record of successfully managing ... to the Global Delivery Director. Performance is measured by client satisfaction, retention, financial outcomes, team utilization,...complex projects, portfolios, and professional services agreements. * Strong client relationship management… more
- Allied Universal (New York, NY)
- …and customers we serve. **Allied Universal(R) is hiring a Security Director for a Global Financial Client located in the Hudson Yards area of Manhattan.** As a ... Company Overview: Allied Universal(R), North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose.… more
- Bank of America (Santa Rosa, CA)
- …will meet their needs. * Has a minimum six months of client service experience in financial services , retail sales or another results-driven environment. ... Financial Center Client Service ...extended hours as needed. **Desired Qualifications:** * Experience in financial services and knowledge of financial… more
- Insight Global (Chicago, IL)
- …Skills and Requirements - 2+ years of professional experience, ideally coming from financial services - Experience client facing - good communicators ... Job Description As a Client Relationship Manager/ Client Service Representative (CSR) you will be the main point of contact for client 's customers dealing… more
- Thrivent Financial (Crete, IL)
- …providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting ... not only independently but also with a team. The Client Service Administrator's main responsibilities will include...a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the… more
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