- Truist (Charlottesville, VA)
- …development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Oppenheimer & Co. Inc. (Jericho, NY)
- …Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. The ... & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in… more
- Amwins Group, Inc. (Satellite Beach, FL)
- …a workplace where talent is valued, and success is celebrated. With a focus on service , to our clients as well as our communities, our culture is defined by ... Learn more about us at amwins.com. Join our Amwins Brokerage team in Satellite Beach, FL as a ... Assistant provides vital team functions: Provide assistance to associate brokers, marketing brokers and producing brokers with administrative… more
- Howden Group Holdings (Minneapolis, MN)
- …& strategic advisor focused on relentless innovation & superior analytics for top client service . About Role People join Howden for many different reasons, ... Our Accounting and Claims team is looking for an Associate Director level hire who has 4+ years of...ensure clear communication and deliver the highest level of client service Receive data from clients per… more
- Tailored Management (New York, NY)
- …assets and follow client instructions. RESPONSIBILITIES *Provide world class customer service . *Work closely with Brokerage branch associates to review and ... Position Details Role: Financial Operations Associate Location: 680 West 10000 South, South Jordan,...*Effective written and verbal communication skills *Excellent interpersonal and client service skills *Organizational skills, decision making… more
- FirstService Residential Careers (New York, NY)
- …ancillary services (eg construction management, energy, sales and mortgage brokerage , etc.). Maintain substantial compliance with Best Practices, particularly ... FSRconnect. Interface with internal departments such as financial management, client payroll, compliance, residential applications and closings, insurance, leasing,… more
- PIMCO (New York, NY)
- …attention to details, and have a passion for financial markets and client service . Collaborative: You foster positive relationships with clients, colleagues, ... client satisfaction, and the strategic alignment of PIMCO's solutions with client objectives. As an Account Associate , you will work closely with… more
- EPIC Brokers (Alpharetta, GA)
- Come join our team! Greyling Insurance Brokerage , a division of EPIC, ("Greyling") is a leading insurance broker and risk management consultant for architecture, ... and Risk Analyst role will support insurance brokers and client executives specializing in architecture, engineering, and construction contractor insurance,… more
- Fay Servicing (Chicago, IL)
- …in Tampa, Florida, Genstone goes beyond the role of a "traditional brokerage " with a commitment to delivering innovative real estate services to consumers ... many of our in-house affiliated business partners to deliver extraordinary service in mortgage, title, insurance, property management, and home renovations -… more
- Risk Strategies (Sturtevant, WI)
- Job Description: The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a ... from a carrier website as needed. Day to Day Client Service : *Primary recipient of daily questions...client or forwarded by the Prod/AE. *Work with Associate Account manager or 3rd party vendor to issue… more
- Patriot Growth Insurance Services (Jacksonville, FL)
- …Skilled in CRM platforms, agency management systems, and Microsoft Office Suite. Client Service : Strong relationship-building and client communication ... Growth Insurance Services: Shapiro Insurance Group (SIG) is a professional insurance brokerage firm with offices located throughout the state of Florida. We… more
- Limbird Real Estate Group (Rogers, AR)
- …leadership role requires guiding strategic sales initiatives, fostering long-lasting client relationships, and accelerating significant growth across our real estate ... achievements of our company. Responsibilities As an Outbound Sales Associate , you will play a key role in...of the local real estate market to offer exceptional service and guidance to clients. Engage in Coaching and… more
- First Horizon (Boca Raton, FL)
- …needs and "handing off" the processing of these applications to the appropriate associate . Client experience Research and resolve problems and respond to ... the immediate area. Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- First Horizon (Walkertown, NC)
- …A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center. You'll process ... Responsibilities Include Collaborate with team members to provide outstanding customer service Process financial transactions for clients Work with clients to open… more
- Burns & Wilcox (Chicago, IL)
- …and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, ... as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management Monitor key metrics to formulate… more
- First Horizon (New Orleans, LA)
- …ensure the banking center delivers quality, accurate, and timely customer service . ESSENTIAL DUTIES AND RESPONSIBILITIES Strategic leadership Coach, lead and manage ... culture. Promote a positive work culture by increasing and supporting associate engagement. Represent the company in a professional manner, including being… more
- Truist (Tampa, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- JPMorgan Chase (Jersey City, NJ)
- …focus specifically on Middle Office Asset Servicing (Corporate Actions). As an Asset Servicing Client Service Senior Associate in the Prime Middle Office ... responsible for managing some of our Top Tier Prime Brokerage client relationships and supporting the global...successful voluntary corporate action election. + Provide a best-in-class client service experience. + Comply with the… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... Provide support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... JPMorgan's global equity trading desks. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
