- Thrivent Financial (NY)
- …we provide to the Christian community and nonprofit organizations. Position summary: The Securities Client Service Administrator (CSA) position is ... maintaining client information, and other administrative tasks as assigned. The Securities Client Service Administrator reports to and is employed by… 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 (Charlotte, NC)
- …supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other ... administrative tasks as assigned. The Licensed Client Services Administrator reports to and is... accounts + Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities)… more
- Thrivent Financial (Cottage Grove, MN)
- …for our asset management business, ranging from investment proposals, application & service paperwork, client portfolio analytics, and trade execution. This role ... is expected to have some degree of client interaction and requires a friendly and congenial personality. Daily duties will vary, and candidate should have a… 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 (Rochester, MN)
- …we provide to the Christian community and nonprofit organizations. Position summary: The Client Service Administrator (CSA) position is critical for ... information, and other administrative tasks as assigned. The Client Service Administrator reports to...as assigned by the Lead Advisor Position Qualifications + Securities or insurance industry experience preferred + Strong technical… 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
- Thrivent Financial (Oak Creek, WI)
- …to: utilizing Thrivent Financial computer systems and programs in support of client relations, case and proposal preparation, supporting securities and insurance ... related tasks and other administrative tasks as assigned. The Licensed Client Services Administrator reports to and is employed by Ryan VanDeLoo, CFP(R) of… more
- Edward Jones (Acton, 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
- Edward Jones (Redding, 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
- Aston Carter (York, PA)
- …are proud to be a ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is an equal opportunity employer and ... Job Title: Contracts AdministratorJob Description The Contracts Administrator is responsible for overseeing all contractual aspects of a project, from bid… more
- Citigroup (Irving, TX)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- MUFG (Tempe, AZ)
- …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 (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
- US Bank (Boston, MA)
- …investment strategies regulated under the Investment Company Act of 1940 and the Securities and Exchange Commission (SEC). This position will assist the CCO in the ... continuous compliance oversight of service providers to the Trusts including numerous independent investment...independent investment advisers, Fund Services as Transfer Agent, Fund Administrator , and Fund Accountant, US Bank as Custodian, and… 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
- 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
- Edward Jones (Tempe, AZ)
- …could say we're at the center of the center.** Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything ... we do. And Service and Operations divisions are at the center of...Tailored BOA Support Specialist to provide remote Branch Office Administrator (BOA) support to existing Financial Advisors (FAs). Associates… more
- Citigroup (Irving, TX)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.** **As a bank ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more