- Fidelity TalentSource LLC (Merrimack, NH)
- …the RA Service Team, you will be working closely with both product and the client account management teams to provide your assigned clients with the highest ... offered to current clients.\u00A0The Expertise You Have7-10 years experience of consultative client account management with proven ability to build and maintain… more
- TradeStation (Chicago, IL)
- …starting Day 1 Unlimited Paid Time Off Flexible working environment TradeStation Account employee benefits, as well as full access to trading education ... Account Services teamThe Skills You Bring: Knowledge and understanding of client on-boarding and brokerage account operations Strong analytical and… more
- Creative Financial Staffing (Boston, MA)
- CFS is hiring a client -facing Business Development / Account Manager in Boston! This sales role gives you the opportunity to develop new accounts and grow and ... Hybrid schedule keywords: sales, business development, sales development, fundraising, account management, staffing, recruiter, business administration, accounting, client… more
- Percepta (Melbourne, FL)
- …$18.34Health/Dental/Vision/Life InsuranceFlexible Spending Account (FSA) and Health Savings Account (HSA)401(k) with company matchVacation/Sick Time and Paid ... 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 creating and… more
- TradeStation (Plantation, FL)
- …Discount Plan! Generous Paid Time Off plans Flexible working environment TradeStation Account employee benefits, as well as full access to trading education ... inquiries via email, chat, and phone Work in a team-oriented environment Client education Account maintenance (historical transaction inquiries, review of… more
- Fidelity TalentSource LLC (Boston, MA)
- … client relationships. This internship could lead into sales or customer service full time roles, such as the Investment Sales Associate role, Customer ... Job Description: Client Relations Internship Program\u00A0\u00A0The Role: Client ...confidence and get the customer facing experience in real time . Engage in dedicated time each week… more
- Everence (Souderton, PA)
- …public in a professional and friendly mannerAspirations toward advancement to a consultant role preferred SUPERVISORY RESPONSIBILITIES: NoneSCHEDULE: Full - time ... planning expertise.RESPONSIBILITIES AND DUTIESBecome proficient in using the Everence client database system (CRM) to effectively manage ongoing client… more
- Staffing Now (Denver, CO)
- …a division of SNI Companies, has partnered with our client in hiring a full - time Client Success Manager to lead a team in delivering innovative ... a human touch. An overview of the responsibilities include: Client Management and Team Leadership: Retain and support existing...clients, medical colleges and government is a plus. Other: Full time : Monday - Friday (8 am… more
- Staffing Now (Denver, CO)
- …of SNI Companies, has partnered with our client in hiring for a full time Relationship Manager position working for information services company in Downtown ... Experience building and maintaining relationships, while working to drive engagement and mitigate client churn. A high level of accuracy and attention to detail is… more
- Fidelity TalentSource LLC (Westlake, TX)
- …crafted to prepare individuals for a career in operations. Participants are placed in a full time position and assimilate into their business team on day 1. The ... will require a bachelor's degreeThe ability to interpret sophisticated client requests and communicate clearlyOutstanding problem-solving ability and analytical...in the program. You will be hired into your full time role on day 1 and… more
- Fidelity TalentSource LLC (Westlake, TX)
- …career path could range from a pension actuarial focus to a broad client strategy role, guiding finance, and human resource executives regarding their retirement, ... firms and all have experience in multiple industries. The client focus is on large companies with more than...and tuition reimbursement for eligible employees23+ days of paid time off (based on years of service) plus 8… more
- Fidelity TalentSource LLC (Durham, NC)
- …include Intermediary Billing, Generic Rules Engine (GRE), Commissions, Transmissions, WealthScape's Account Search and Client Implementations. The Purpose of ... at Fidelity Investments! We are currently sourcing for a Full Stack Engineer to work at Fidelity Investments in...the code. Expertise in SPA based UI development applying client -side technologies like HTML5, CSS, jQuery, AJAX, JavaScript, Angular… more
- Fidelity TalentSource LLC (Westlake, TX)
- …time -to-market solutions.Participates in UXD design, Production support and Client onboarding solutions.Recommends development testing tools and methodologies and ... Job Description:Job Description:\u00A0Principal Full Stack Engineer (L6)RoleWe are looking for a...grow and build your skills each month with dedicated time on Learning Days. Expertise and Skills you BringDefines… more
- Percepta (Mahwah, NJ)
- Executive Liaison SupervisorTraining - Full paid training and equipment provided. Full - time , Permanent, hybrid work schedule, must live within a commutable ... provide the client with operational information as appropriate. Responsible for full -cycle resolution with the client , with the assistance of the Business… more
- TradeStation (New York, NY)
- …- 10 years of Institutional financial services sales and trading experience Prior client facing experience in sales and account management preferably covering ... setup, funding, and set up in partnership with the client experience teams Develop and maintain industry and market...your family starting day 1 Flexible working environment TradeStation Account employee benefits, as well as full … more
- Percepta (Melbourne, FL)
- …hourHealth/Dental/Vision/Life InsuranceFlexible Spending Account (FSA) and Health Savings Account (HSA)401(k) with company matchVacation/Sick Time and Paid ... verbal responses to customer inquiries and concerns; educate the customer on client products and services.Place outbound calls to customers and dealers (when… more
- Sunrise Systems Inc (Atlanta, GA)
- …of Experience 2-5 years of job-related experience Hours /Days Monday - Friday / 8am-5pm ( Full - time ) ( CLIENT closed area so on-site to perform services for ... Client seeks a Helpdesk Specialist to perform services...to perform this work. Experience with Windows, Help desk, account management (including but not limited to account… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Team environment, which consists of dedicated Money Movement, TOA, and New Account /Maintenance associates, as well as Client Service Representatives (CSR) and ... make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative...including transfer of assets, money movement requests, or new account creation and account maintenance. To be… more
- Segal (Los Angeles, CA)
- We are currently recruiting for a Consulting Actuary/ Client Relationship Manager (CRM). The CRM will support a book of business in the West Region with emphasis in ... a key contributor in the Region.The Role: The role of a CRM includes client management, project management and new business development. A CRM has the primary… more
- Staffing Now (Princeton, NJ)
- …Interact with clients in person and over the phone Prepare and review new account paperwork Facilitate and resolve client service requests Apply a working ... join our firm and help service/continue to grow our client base in our Princeton, New Jersey offices. As...opportunities to its employees. We offer benefits to all full - time employees, and compensation for this position… more
