- Public Consulting Group (Charlotte, NC)
- …constituents across the public sector. To learn more, visit www.publicconsultinggroup.com . **Responsibilities** Client Service Associate 2 are integral ... to improve lives. Founded in 1986, PCG employs approximately 2 ,000 professionals throughout the US-all committed to delivering solutions...will be on the Fee-for- Service (FFS) program. Client Service Associate 2will be… more
- Truist (Hunt Valley, MD)
- …support of the Financial Advisor, including addressing escalated issues not resolved by the Client /Branch Service Associate . 2 . Meet regularly with ... Columbia, MD Rockville, MD Responsible for the supervision of Client Service Associates, including their sales support...Series 7, 66, 24, and Life, Health and Variable. 2 . Bachelor's degree and knowledge of financial institutions with… more
- Capital One (Mclean, VA)
- …McLean, Virginia Principal Associate , Cyber Risk & Analysis - Cyber External Client Assurance - Independent Assurance (SOC 2 , ISO27001) The Cyber External ... products and services through their Commercialized Attestation goals (SOC 2 ). The associate in this role will...for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp.… more
- WTW (New York, NY)
- …person will lead, project manage and ensure timely execution on all client service activities including day-today account management and strategic initiatives. ... program level oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and client … more
- Kestra Financial (Raleigh, NC)
- Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients ... creating the life they envision. Who We Want: The client service associate plays a...business-related field preferred + The ideal candidate will have 2 + years of experience in the financial services industry… more
- Morgan Stanley (Tampa, FL)
- …so, the Morgan Stanley Virtual Client Solutions team is seeking a *Registered Client Service Associate *in our *Tampa, FL* office* *to help effectively ... Series 7 and 66 licenses. *Position Overview*: As a*Registered Client Service Associate *, you will...Industry Essential (SIE) OR ability to pass SIE exam 2 weeks prior to start date* * Obtain Series… more
- Commonwealth of Pennsylvania (PA)
- County Social Service Aide 2 ( Client Interaction Specialist) Print (https://www.governmentjobs.com/careers/pabureau/jobs/newprint/4468347) Apply County ... Social Service Aide 2 ( Client Interaction...of experience in interviewing and obtaining information;or + An associate 's degree in sociology, social welfare, psychology, gerontology, criminal… more
- Morgan Stanley (Miami, FL)
- …modernizing the client experience through an elevated standard of care. The Senior Client Service Associate assists with the development and growth of ... its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Senior Registered Client Service Associate * **Location:** *Florida-Miami*… more
- Kestra Financial (Avon, CT)
- The Administrative Assistant (AA)/ Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and ... - 4:30PM Education + Bachelor's Degree or equivalent experience preferred. Experience + Client Service : 2 years (Required) + Financial Services: 2 years… more
- Morgan Stanley (Savannah, GA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Senior Registered Client Service Associate * **Location:** *Georgia-Savannah* ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape...Demonstrated strong performance in current role for the prior 2 years, if applicable *Knowledge/Skills* * Strong industry, product,… more
- Morgan Stanley (Seattle, WA)
- …**Job:** **Wealth Management* **Title:** *Private Wealth Management Senior Registered Client Service Associate * **Location:** *Washington-Seattle* ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape...Demonstrated strong performance in current role for the prior 2 years, if applicable _*Knowledge/Skills*_ * Strong industry, product,… more
- Kestra Financial (Hartford, CT)
- Summary The Client Service Associate reports to the Senior Client Service Associate , Lead Advisor, or Principal Advisor and is critical to ... objectives. + Other responsibilities as assigned by the Senior Client Service Associate , Lead Advisor,...business-related field preferred. + The ideal candidate will have 2 + years of experience in the financial services industry… more
- WTW (Detroit, MI)
- …is not offered for this specific job opportunity. **The Role** + Partnering with client service team leader to deliver superior project management + Providing ... As a Health and Benefits Associate you will contribute to a wide variety of projects involving...superior client service in response to day to day service… more
- Kestra Financial (Columbus, OH)
- …of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, Word, Excel ... The Client Service Coordinator reports to the...The Client Service Coordinator reports to the Operations Director and...without direct control + The ideal candidate will have 2 + years of experience in the financial services industry… more
- Siemens (Norcross, GA)
- **Job Family:** Internal Services **Req ID:** 423773 **DoD SkillBridge Internship - Associate Project Manager/Project Manager/ Client Service Manager or Field ... within our operations business that you may support during your internship.** **1. Client Service Management** As a SkillBridge Intern, you will help manage… more
- BMO Financial Group (Thornton, CO)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal...may be assigned as needed. **Qualifications:** + Typically between 2 - 3 years of relevant experience + Ability… more
- Kestra Financial (Kalamazoo, MI)
- …Financial Plan ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. ... information in CRM database + Research and resolve client service problems for errors as needed...business-related field preferred + The ideal candidate will have 2 + years of experience in the financial services industry… more
- Truist (Charlotte, NC)
- …FL 5130 Parkway Plaza Blvd, Charlotte, NC 303 Peachtree Street, Atlanta, GA Associate is tasked with providing sales and operational support to Omni Channel, ... including Investment Care Center and Client Advisory Center. Responsible for the general servicing and...and account updates, ACAT initiation and other operational tasks. 2 . Provide operational guidance to Financial Advisors ranging from… more
- Truist (Houston, TX)
- …servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2 . Receive and place orders ... business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Truist (Wyomissing, PA)
- …servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2 . Receive and place orders ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more