- Morningstar, Inc. (Chicago, IL)
- The Role: The Morningstar Support Team seeks a Client Service Representative to join its team to provide superior service to our institutional clients ( ... understanding of Morningstar's core investment data and innovative software products. The Client Service Representative works closely with their internal Sales… more
- Schwarzman Animal Medical Center (New York, NY)
- As a Client Services Representative (CSR) at the Animal Medical Center , duties will include but may not be limited to keeping accurate medical records, clerical ... team to promote a positive attitude and an environment of patient and client -centered service , continuous quality improvement, compliance with AAHA Standards and… more
- Mills-Peninsula Medical Center (Burlingame, CA)
- Details Client Name Mills-Peninsula Medical Center Job Type Travel Offering Non-Clinical Profession Non-Clinical Specialty Patient Access Rep Job ID 33276924 Job ... and service offerings. Greets patients and verifies demographic, clinical, financial , and insurance information. Enters patient and guarantor information in the… more
- Neiman Marcus Group (Dallas, TX)
- … service , and personal engagement while becoming their trusted style confidante. A Client Advisor will service clients who come into our store and digitally ... Neiman Marcus and Bergdorf Goodman. Your Role As a Client Advisor you will cultivate relationships with clients through...Time Off Retirement Savings Plan (401K) and Life Insurance Financial Solutions NMG Associates Core Discount of 30% Personal… more
- Bank of America (Braintree, MA)
- …by partnering with experts in small business, lending, and investments *Manages financial center traffic, appointments, and outbound calls effectively *Drives ... are guided by a common purpose to help make financial lives better through the power of every connection....lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- Bank of America (Fernandina Beach, FL)
- …by partnering with experts in small business, lending, and investments *Manages financial center traffic, appointments, and outbound calls effectively *Drives ... are guided by a common purpose to help make financial lives better through the power of every connection....lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- Bank of America (Las Vegas, NV)
- …effectively and cohesively. Responsibilities: Operates as a back up financial center leader within a market Manages client traffic, engaging and ... in designated markets in the absence of the assigned financial center manager and as a market-level...field Bilingual (fluent verbal and written) Skills: Coaching Customer Service Management Customer and Client Focus Performance… more
- Northern Trust (Chicago, IL)
- …a reasonable accommodation for any part of the employment process, please email our HR Service Center at ###@ntrs.com. We hope you're excited about the role and ... and Custody services through creative ideas and problem solving. Ensures overall client satisfaction by facilitating efforts of service team, coordinating… more
- Truist (Charlottesville, VA)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES… more
- Allied Universal (Alpharetta, GA)
- …is responsible for the safety and security of the facilities they protect. Our Financial Center Officers allow us to accomplish our company's core purpose which ... is "to service , secure and care for the people and businesses in our communities." Financial Center Security Officers act as a visible deterrent to crime and… more
- BNY Mellon (Pittsburgh, PA)
- …their wealth over generations. We're seeking future team member for our Associate, Client Service Representative II role located in Pittsburgh, PA. Hybrid work ... you to grow and succeed. As a leading global financial services company at the center of...policies and procedures with front office colleagues Uses excellent client service skills to provide best-in-class interactions… more
- Salvation Army (Carson, CA)
- …and Administrative Assistant will aid Social Service Clients and assist the Service Center Manager with financial paperwork/forms for the Service ... invoices or missing receipts for invoices. Accounts payable proper coding for billings of Service Center . Maintain financial files for Service … more
- Global Technical Talent (Worth, IL)
- …Inbound, is responsible for responding to telephone inquiries from clients regarding financial products and services, identifying immediate client needs to ... further deepen the client relationship. The Call Center Representative demonstrates solid written, verbal, and interpersonal skills to meet client … more
- Aritzia LP (Minneapolis, MN)
- …highly elevated service to support loyal, enduring relationships with the client . As a Service Advisor, you will deliver Everyday Luxury experiences ... transactions, manage client services, and uphold exceptional organization at the Service Counter to create memorable moments for clients in the most important… more
- Truist (Arlington, TX)
- …Specific activities may change from time to time. 1. Deliver care through exceptional client service and create a differentiating client experience while ... the bank. 5. Inform and educate clients on their self- service options through various Truist technologies to improve their...and related training or experience 2. One year of client servicing work experience (call center , retail,… more
- Aquila Software Group (Hollywood, FL)
- …simplify and streamline these processes. We are looking for a detail-oriented and knowledgeable Financial Aid Service Specialist to join our remote Financial ... with clear documentation and follow-through. You bring proven customer service experience, ideally from a call center ,...the Director, Product Strategy & Operations, to review your financial knowledge and customer service approach. A… more
- JPMorgan Chase & Co. (Littleton, CO)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you ... least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining… more
- JPMorgan Chase & Co. (Woodridge, IL)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you ... least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining… more
- Bank of America (San Francisco, CA)
- …Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... to address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of… more
- Yoh Services LLC (Plano, TX)
- …and headquarters. You will be expected to evaluate customer inquiries/concerns, (ie financial assistance, dealer sales, service or product related concerns), and ... Bilingual Call Center Representative (Spanish) 12 Month+ Contract Plano, TX...will support the department's objective to provide world-class customer service to Toyota/Lexus owners and future buyers. Qualifications Strong… more
