- Avita Community Partners (Gainesville, GA)
- …clients in locating and utilizing community resources including legal, medical, financial assistance, and other referral services. Implements and organizes the ... youth services, community and social services. Maintains contact with other social service agencies and health care providers involved with clients to provide… more
- Bridges Trust Company (Omaha, NE)
- … service , excellence, and performance. About the role We are seeking an experienced Client Service Manager to support our relationship management teams by ... in business or equivalent; 2-3 years of experience in financial services or client servicing preferred. Prior...Why Join Us? You'll be part of a collaborative, client -centered team dedicated to delivering exceptional service .… more
- Northern Trust (Chicago, IL)
- …and Custody services through creative ideas and problem solving. Ensures overall client satisfaction by facilitating efforts of service team, coordinating ... clients on emerging issues, bank products/services, legal/regulatory changes, and general financial environment, translating the impact on client 's activities… more
- 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
- NFP (New York, NY)
- …and search for roles NOT labeled (future). The Client Service Associate supports the Relationship Manager by scheduling and coordinating ... activities and initiatives that facilitate the new policy and client service processes. The Client ...based on insurance underwriting guidelines. Follows up with the client and Relationship Manager during the underwriting… more
- Thompson Gray Inc. (Washington, DC)
- …Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified Government Financial Manager (CGFM), Certified Defense Financial ... Job Description: The selected candidate will work as a Financial Management Senior Manager to lead audit...communications, and audit readiness updates to Army leadership and client executives. Evaluate Army financial policies and… more
- Higginbotham Insurance Agency (Gardendale, AL)
- …within the top 20 nationwide, has an immediate opening for a Commercial Insurance Client Service Manager for our Gardendale, AL office. Position Summary: ... The Commercial Lines Client Service Manageris responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance… more
- Sotheby's (New York, NY)
- …The Client Accounts Receivable Manager is responsible for providing exceptional client service for a portfolio of sales. This position oversees all ... that all transactions comply with both internal and external financial rules and regulations. RESPONSIBILITIES Client Accounts...all outstanding client debt and collaborating with client service operations to facilitate collection or… more
- columbiabank (Poulsbo, WA)
- …(Teller) plays a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch ... and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best...Manager , the Client Service Specialist role's primary responsibility is to ensure banking… more
- Citigroup, Inc. (New York, NY)
- …for a career move that will put you at the heart of a global financial institution? Then bring your skills in client engagement, analysis and process management ... a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Team/Role...This role reports to the Global Head of Custody Client Solutions and Experience and forms part of a… more
- Wealth Enhancement Group (Naples, FL)
- …beverages and treats, ensure the Reception Area is proper for client visits) Client Service Duties Support financial advisors and their clients by ... tool Learn company product suitability guidelines, financial operational processes, and financial sales processes Support client service functions for… more
- NFP (Los Angeles, CA)
- …/Partner within the financial planning focus of the practice, ensuring seamless client service and case management. This role includes managing CRM data ... activities and initiatives that facilitate the new policy and client service processes. Must provide superior ...for accuracy and control the tracking progress towards Relationship Manager 's financial goals and conference goals. Provides… more
- lulafit (Chicago, IL)
- …to: Our SVP of Operations Your Mission: Your mission is to oversee day-to-day service delivery at multiple client locations. Upon hire, you will manage sites ... and support your onsite host teams, ensuring high-quality operations that align with client expectations and our company standards. Think of your role as the… more
- RealManage (Plano, TX)
- …located in Texas The Financial Manager is responsible for the client service and management of a team of accounting professionals in providing ... position from an accounting perspective. The Financial Manager will be responsible for: Client contractual...Financial Manager will be responsible for: Client contractual service deliverables including review and… more
- ATLANTA HUMANE SOCIETY AND SOCIETY (Atlanta, GA)
- …and front desk Coordinatingwith Hospital Manager for special food orders, client concerns, financial discrepancies, or other matters as appropriate Managing ... Description Remedy is seeking an empathy-driven individual to join the team as a Client Service Coordinator. We are compelled to support pets and their people,… more
- JPMorgan Chase & Co. (Irvine, CA)
- …needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and ... their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a… more
- NFP (Royal Oak, MI)
- …and/or Experience High School Diploma Required; College Degree Preferred 1-3 years client service experience, preferably within financial services Previous ... our Careers Pager at https://careers.nfp.com. We're looking for a Client Service Associate to join our team....practices development sessions as directed by the agents and/or manager . Performs other duties as assigned. What We're Looking… more
- Morgan Stanley (Alpharetta, GA)
- …existing clients and Financial Advisor teams. Position Overview : The Client Service Associate is responsible for understanding firm policies, procedures, ... for excellence in your role and work with your manager to prepare for future career advancements that align...a fast-paced environment Exceptional interpersonal and client service skills A passion for understanding participants' financial… more
- LERCH BATES (Englewood, CO)
- …Center - Englewood, CO Salary Range $100000.00 - $125000.00 Salary/year Accounting & Financial Business Manager Job Title: Business Manager Department: ... Science Job Summary: Lerch Bates is hiring a Business Manager to assist our Building Science group. The Business...their jobs. Validation of data, invoices, and outcomes impacting client projects and operational financial reporting. Work… more
- Pegasus Residential (Jacksonville, FL)
- Assistant Community Manager Your Role as an Assistant Community Manager : Your practical and compassionate nature is critical to effectively balance between ... managing resident retention, marketing the community, and handling administrative and financial responsibilities for your community. As an Assistant Community … more
