- Merck & Co. (Rahway, NJ)
- …audit and assurance services .Position Overview / Function and ResponsibilityThe Associate Director:Leads a small team through financial and compliance audits ... is described in the Pipeline Advertisement.Our Finance team brings together our financial perspectives into our overall strategic and tactical decision making. We… more
- Merck & Co. (Durham, NC)
- …procedures and business plan; receives guidance and oversight from Operations Associate Director and Director;Interprets client and/or customer needs and ... daily deadlines; develops plans to meet short-term objectives;Works within budgetary/ financial objectives set by Director;Makes decisions - guided by policies and… more
- Stifel (Fairport, NY)
- …. What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and ... request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock… more
- Crossroads Staffing Services (Monterey, CA)
- …Monterey, or San Diego Branch location. The Registered Client Service Associate will work for several financial advisors. This position will assist in ... years experience in the brokeragefinancial services industry as a Registered Client Service Associate . Series 7 and 63 or 66 license. Strong proficiency… more
- Mariner (Madison, NJ)
- Job Description The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client ... service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive… more
- Triumph Financial (Moline, IL)
- …while delivering with humility. We thrive on providing exceptional customer service , and we look for friendly professionals dedicated to helping customers ... achieve their financial goals. Position Summary: Responsible for providing prompt and...and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism… more
- Global Elite Texas (Lansdale, PA)
- …In this role, you can expect to: *Converse virtually with clients, weaving financial strategies that empower. *Cultivate client bonds that stand the test ... #24 Happiest Company to Work For *Rated A+ Superior by AM Best for financial strength *Parent company Globe Life has more policyholders than any insurance company in… more
- PNC Financial Services Group, Inc. (Murrieta, CA)
- …valued and have an opportunity to contribute to the company's success. As a(n) Client Experience Associate within PNC's retail organization, you will be based in ... successful in this position. Preferred Skills Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying… more
- Truist (Greenville, NC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and… more
- Raymond James Financial, Inc. (Bend, OR)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... Raymond James could take you! Essential Duties and Responsibilities Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial … more
- Morgan Stanley (Conshohocken, PA)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... Client Service Associates help shape the...as an example Review and take appropriate action on client account alerts OTHER Partner with Financial … more
- Coldstream Wealth Management (Mercer Island, WA)
- …a fantastic opportunity to join one of our largest wealth management teams! As a Client Service Associate , you will learn the Registered Investment Advisor ... has: Customer service experience and the desire to provide superior client service in a team-oriented environment Interest in building a career in the wealth… more
- Morgan Stanley (Middleton, MA)
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... PWAs/ teams in delivering against their business plan and client service model Remaining current on all...more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited… more
- AlphaSights (New York, NY)
- …sleeves and make things happen. A day in the life of an Associate As an Associate in the Client Service team, you'll be the link between our clients and ... clear career path ahead of you? If so, our Associate Program is the right choice for you. About...thrive in a fast-paced, results-oriented environment. You possess a client -first mindset. You excel under pressure and enjoy working… more
- Banfield Pet Hospital (Carlsbad, CA)
- …Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client ... If you are a current associate , you will need to apply through our...Oriented *Listening Functional *Preventative care and OWPs *Communication Skills * Client Service Skills *Priority Setting *Time Management… more
- Banfield Pet Hospital (Cumming, GA)
- …Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client ... If you are a current associate , you will need to apply through our...care and OWPs € cents Communication Skills € cents Client Service Skills € cents Priority Setting… more
- Jackson Hewitt Tax Service, Inc. (Rock Hill, SC)
- …relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who ... looking for someone who thrives in a welcoming, customer service -oriented environment with excellent communication skills . If you...visit our offices, ensuring exceptional client experiences and providing essential support. In this role,… more
- EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES (Westlake, OH)
- …1 year of customer service experience, preferably in the retirement or financial services industry High School Diploma or equivalent Associate degree ... Level High School Job Category Customer Service Description JOB OVERVIEW The Client Service Representative delivers a superior client experience by… more
- Willis Towers Watson (Chicago, IL)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... Job Description As a Healthcare Financial /Actuarial Senior Associate you will be...to stated deadlines. Partner with Global Delivery Centers and Client Service teams to deliver superior project… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …As a team, we are united by our North Star: helping people. We are seeking a Client Service Associate with shared values and vision to join our team. The ... for professional and personal development. Essential Duties and Responsibilities Service daily client inquiries over the phone...James" includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James… more
