- Oppenheimer & Co. Inc. (Florham Park, NJ)
- …including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions Account opening Supervisory ... & 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
- Thrivent Financial (Crete, IL)
- …individual who thrives working not only independently but also with a team. The Securities Client Service Administrator 's main responsibilities will ... include providing client service along with advisor support: answering client ...securities trade orders from customers; contacting clients for service related matters; and, participating in occasional marketing events… more
- Thrivent Financial (Belmond, IA)
- …inquiries regarding their accounts and supports the daily operations of the practice. Client Service Administrator (licensed) role reports to and is ... annually. 401K plan and match provided. Position Roles/Responsibilities/Accountabilities + Manages client service calls, conduct necessary research and respond… more
- Thrivent Financial (WI)
- …and a passion for helping others, we'd like to connect with you. The Senior Client Service Administrator (CSA) position is critical for achieving leverage of ... in Central Wisconsin, is looking for a full-time Senior Client Services Administrator (CSA) focused on application...in the development and training of current and future Client Service Administrators (CSA). + Problem solve… more
- JPMorgan Chase (Boston, MA)
- …priorities + Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion ... closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on...Experience at a Big 4, PE firm or fund administrator JPMorganChase, one of the oldest financial institutions, offers… more
- Broadridge Financial Solutions (Edgewood, NY)
- …team with their mandate of making our clients lives easy and advocating for each client to ensure optimal outcomes. We are made up of high-performing teams that meet ... from home a few days a week. Responsibilities: + Assist in handling all client communications in a timely and professional manner. + Ensure all correspondence and … more
- Edward Jones (Cloverdale, CA)
- …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... teams are two or three people, and in a Client Support Team Professional role, you are a critical...looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for… more
- MUFG (Tampa, FL)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our… more
- Edward Jones (St. Louis, MO)
- …and resolve any service issues or unfinished tasks + Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer ... serve clients who are already engaged + Provide excellent client service and tailored client ...Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background… more
- Edward Jones (Tempe, AZ)
- …and resolve any service issues or unfinished tasks + Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer ... serve clients who are already engaged + Provide excellent client service and tailored client ...Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background… more
- CIBC (Atlanta, GA)
- …the Family Office Executives and Senior Relationship Managers in providing customized client service and is responsible for administrative services, interfacing ... Coordinate asset transfers and manage cost basis updates on securities + Review fee collections and resolve collection issues...One SEI, ORS, Revport + Provide integral support for client service teams and special projects +… more
- TekSynap (St. Louis, MO)
- …resolve technical problems during portal implementation and rollout. + Collaborate with the client and other mission groups and develop site usage reports and disk ... 0-2 years relevant experience + Microsoft Certified -Windows Server Hybrid Administrator Associate + Experience with Portal site customization, including setting up… more
- SMBC (Charlotte, NC)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- State of Colorado (Denver, CO)
- …in local counties upon request, in addition to investigating insurance and securities fraud. + Natural Resources and Environment Section: Works with client ... and general counsel support to the Department of Revenue, the Property Tax Administrator and Property Tax Division within the Department of Local Affairs, Department… more
