- Morgan Stanley (El Segundo, CA)
- …meetings Review and take appropriate action on client account alerts OTHER Partner with Financial Advisor(s) in developing a business plan and delivering ... POSITION SUMMARY: Senior Registered Client Service Associates (CSAs) help shape...environment Goal oriented, self-motivated and results driven Knowledge of financial services products, including but not limited… more
- Genpact (New York, NY)
- …and Facebook. We are inviting applications for the role of Vice President, Lead Client Partner This role ensures Genpact experiences growth in priority and ... this is your moment. Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally.… more
- NFP (Los Angeles, CA)
- … within the financial planning focus of the practice, ensuring seamless client service and case management. This role includes managing CRM data entry, ... Manager's by coordinating activities and initiatives that facilitate the new policy and client service processes. Must provide superior client service… more
- Citizens Bank (Birmingham, 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 new… more
- Northern Trust (Chicago, IL)
- …on emerging issues, bank products/ services , legal/regulatory changes, and general financial environment, translating the impact on client 's activities and ... since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's... through creative ideas and problem solving. Ensures overall client satisfaction by facilitating efforts of service … more
- Quest Diagnostics (Marlborough, MA)
- Job Description Genomic Client Services Supervisor- ESO - Marlborough, MA - Monday - Friday - 8:00AM-4:00PM Manage and direct all aspects of Health System ... Health/Flex Time 6 Holidays plus 1 MyDay off FinFit financial coaching and services 401(k) pre-tax and/or...staff. - Responsible for the supervision of the Genomic Client Service Team with team members located… more
- Jordan Park Group (New York, NY)
- …of experience in professional client service or operations work in financial services ; preferably within private wealth management, either with an RIA or ... mission is to enhance lives and legacies. Senior Analyst, Client Service New York, New York Your...accountants, attorneys, lenders and insurance advisors Creating and maintaining client and partner data in Salesforce and… more
- HarbourVest Partners, LLC (Boston, MA)
- …equivalent with strong academic credentials Experience: 3-5+ years of Client Service or Operations experience Investment management, financial services , ... opportunity employer. HarbourVest is seeking a proactive and relationship-focused Client Service Associate to join our ...Client Experience team. In this role, you will partner with Account Managers and cross-functional teams to serve… more
- columbiabank (Poulsbo, WA)
- …for better. About the Role: As the first point of contact for most clients, the Client Service Specialist (Teller) plays a key role in delivering on the bank's ... Breakthrough Client Service Standards. With guidance from the...and referring basic bank products to the appropriate business partner . Provides an extraordinary client experience during… more
- RightWorks (Boston, MA)
- High growth RIA/Family Office is adding a Director of Operations/ Client Services to the team !! Manage the daily service tasks which include account ... client experience. *Additionally, the Head of Family Office Service will work closely with the Managing Director of...Family Office team *Responsible for meeting with the managing partner in charge of each FO client … more
- CAIS (New York, NY)
- …notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade ... to streamline processes and lead complex projects within the financial services industry. With strong attention to...economics, finance, or a related discipline 5+ years of client service , project management, or fund operations… more
- Cherry Bekaert (Miami, FL)
- …who will help grow and lead our $18m South Florida tax practice and be a service partner to their own client base. Relocation assistance may be provided ... lead the local partners and associates to deliver quality client service , drive operational results, coach and...the practice through business development efforts and expansion of services to existing clients. Previous service line,… more
- EisnerAmper LLP (Los Angeles, CA)
- …be Responsible For: Perform comprehensive company, industry, and economic research. Analyze client financial statements. Document and maintain all aspects of the ... experienced significant growth in our Forensic, Litigation & Valuation Services group and is seeking a Partner ...characteristics under federal, state, or local law. About our Financial Advisory Services (FAS) Team The EisnerAmper… more
- Wedbush Securities (San Diego, CA)
- …growth. Our San Diego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior ... are not limited to: Provide sales and administrative support to clients and Financial Advisors Maintain and update client account information, assisting … more
- DLA LLC (Washington, DC)
- …opportunities with internal knowledge sharing and panel discussions Provide timely, high quality client service that meets or exceeds client expectations ... agencies. This individual will lead the delivery of high-quality forensic and financial analyses, expert witness testimony, and consulting services to clients… more
- Cognizant Technology Solutions (Charlotte, NC)
- …across digital architecture, data, product roadmap, product management, Agile delivery, service management, and business process services . Lead large scale ... CIO Advisory, Partner Consulting Technology Consulting COGNIZANT CONSULTING Within Cognizant is Cognizant Consulting, a global consulting organization delivering… more
- Higginbotham Insurance Agency (Gardendale, AL)
- Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a ... Commercial Insurance Client Service Manager for our Gardendale, AL...other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact… more
- Citigroup, Inc. (New York, NY)
- …a leading product and service proposition. Partner with Securities Services Sales organization to complete RFPs, client pitches, contract and commercial ... will put you at the heart of a global financial institution? Then bring your skills in client... partner to our clients by responsibly providing financial services that enable growth and economic… more
- Wipro Limited (East Brunswick, NJ)
- …preferred transformation partner of global Fortune 500 companies across financial services , communications and media, consumer, energy, utilities, healthcare ... Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients'… more
- lulafit (Chicago, IL)
- …Expectations: You have 5+ years of experience in operations, hospitality, facilities, or client services -preferably in a multi-site or field management role. You ... Operations Your Mission: Your mission is to oversee day-to-day service delivery at multiple client locations. Upon...regular site visits and virtual check-ins to maintain high service quality and team engagement. Partner with… more
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