- jobs.ch (FL)
- …strong advantageSolid hands-on operational experience in accounting, ideally within fiduciary, financial services , or auditing (Big 4 experience highly ... On behalf of our client , a leading international family office...family office and one of the top providers of services for complex trust structures worldwide, we are seeking… more
- NVA (Asheville, NC)
- …compassionate veterinary care in the Asheville community since 1972. Our service -oriented staff provides state-of-the-art pet care in welcoming facilities while ... they were our own.We pride ourselves on offering comprehensive veterinary services including wellness and preventive care, vaccinations, parasite control, dental… more
- Charles Schwab (Phoenix, AZ)
- …Phoenix Services Center located at 4750 E Francisco, Phoenix AZ. 85044_ As a ** International Client Service Associate** , you will service ... bachelor's degree is preferred. . 2+ year of customer service experience, preferably in financial services...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
- HUB International (Austin, TX)
- …accounts does so in accordance with those federal regulations. **Position Summary:** The Client Services Manager plays a critical leadership role within HUB ... for overseeing and optimizing the administrative functions that support our client services teams. This position ensures operational efficiency, compliance,… more
- HSBC (Miami, FL)
- …expand account relationships. Embeds quality, care and ownership over all aspects of international client inquiries through direct customer sales and contact to ... with global banking needs + Respond to sales and service inquiries from Premier and International segment... Business Centers and Corporate customers on US andGroup financial services and products, including proper referral… more
- HUB International (Long Beach, CA)
- …insurance, paid time off, a generous 401k plan and more! **THE OPPORTUNITY:** The Client Service Director (CSD) is a critical leadership position across all ... to advance mutual goals and long-term partnerships. + Provide _PL/CL/EB_ Insurance and Client Service thought leadership to the broader team, and also directly… more
- HUB International (Encino, CA)
- … service for Entertainment clients (small business) by maintaining client relationships, supporting client retention, maintaining strong carrier relationships ... creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud… more
- HUB International (Scottsdale, AZ)
- As a Financial Advisor on the Wealth Management Services team, you will work closely with clients to understand their financial goals, risk tolerance, and ... cash management and overall wealth management. + Develop, implement, and monitor comprehensive financial plans tailored to each client 's needs. + Conduct regular… more
- HUB International (Houston, TX)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB's best practices and ... **About HUB:** HUB International is a global insurance broker providing a...managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client … more
- HUB International (Dublin, OH)
- … is a leading full- service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement ... and wealth management products and services . With more than 18,000 employees in offices located...Gives **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Provide extraordinary customer service for HUB clients: provide day-to-day client … more
- HUB International (Cincinnati, OH)
- … is a leading full- service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement ... HUB Heartland is seeking to add a construction focused Client Manager to their Commercial Lines team! The Construction...& administrative professionals) with a focus on excellent customer service and teamwork. **ABOUT HUB INTERNATIONAL :** HUB… more
- HUB International (Hato Rey, PR)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB's best practices and ... brokerage that provides employee benefits and business and personal insurance products and services . Our network has more than 530+ offices and is proudly ranked 5th… more
- HUB International (Chicago, IL)
- …+ 1-2 years of experience in a professional office environment; prior exposure to insurance, financial services , or other client -facing roles is a plus. + ... toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. **We are the perfect fit if you:** +… more
- HUB International (Tallahassee, FL)
- The Client Relationship Manager acts as a liaison between the client and insurance carriers for service , enrollment, claims and administration; constantly ... in liaison role with insurance company service partner contacts (such service and claim representatives) and client contacts. + Confidentially assist with… more
- HUB International (San Francisco, CA)
- **THE OPPORTUNITY:** The Bilingual Korean speaking Client Advocate acts as a benefit advocate for our clients. Helps resolve employee benefit issues, as well as ... employers, employees, and medical providers to resolve benefit issues. + Helps educate client employees on how to maximize their plan benefits. + Documents all… more
- HUB International (Troy, MI)
- …while managing the overall renewal/marketing process + Contribute to enhancement of client services /sales by being well informed and maintaining a familiarity ... and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors,… more
- KeyBank (Cleveland, OH)
- …regular correspondence and due diligence documentation. + Collaborate with internal teams: International Client Services , FX Operations and Sales, Standby ... will be considered fully remote. **Job Summary** The Relationship Manager, International Financial Institutions (IFI), is responsible for maintaining and… more
- HUB International (Cortez, CO)
- …step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We are the perfect fit if you: * ... in integrity and building success by developing relationships with others ** CLIENT RELATIONSHIP MANAGER** This role requires an individual who is professional… more
- HUB International (Denver, CO)
- …within HUB Colorado's Employee Benefits practice. You will also be in a client -facing role, providing analytics, financial analysis, and return on investment ... **About this role:** As a Financial Consulting Manager, you will be responsible for...a consultative role in large prospect RFP presentations and client renewal presentations where and when appropriate. **In this… more
- HUB International (Nashville, TN)
- …standard financial deliverables + Manages and is responsible for obtaining client financial data + Meets deadlines consistently + Proactively reaches out ... job of the Senior FA is to meet the financial needs of the client in a...issues. + Gains understanding of strategic planning process and client service cycle. + Mentors lesser experienced… more