- Charles Schwab (Lone Tree, CO)
- …accommodate 24/7 contact center needs **Preferred Qualifications** + 1+ years of customer service experience + 1+ years of client relationship experience + ... status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's...our firm's commitment to helping clients own their financial futures . In this exciting role, you'll give clients financial… more
- Thrivent Financial (Champaign, IL)
- …insurance related tasks, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by East-Central ... This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their customer accounts… more
- Charles Schwab (Indianapolis, IN)
- …including overnight and weekend availability. **Preferred qualifications** + Previous customer service experience + Previous client relationship experience + ... status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's...our firm's commitment to helping clients own their financial futures . In this role, you'll learn to educate clients… more
- Thrivent Financial (Geneva, IL)
- …preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Director of Dedicated ... by Jenny McAdams. Sage Path Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping… more
- Thrivent Financial (Loveland, CO)
- …questions related to market and economic trends. + Research and responds to client inquiries. + Provide fund values and answer securities product related questions. ... + Help to gather and input client data into various systems. + Provides back-up trade...reports. + Note CANNOT be listed as the servicing representative AND need to note their FA is selling… more
- Oriental Bank (San Juan, PR)
- …business. + Evaluates customer needs and refers them to the appropriate financial services representative or retail channel for investment, commercial and trust ... and services goals' achievement by supporting teamwork initiatives. + Coordinate client services and liaise for all retirement plans administrative … more
- Thrivent Financial (Medina, OH)
- …a part of the position or support needs on the sponsoring financial representative . + Demonstrated customer service orientation/experience, 2+ years preferred + ... Organization/Business Overview: The Medina Group is an independent financial services practice of Thrivent Financial for Lutherans. We take a broad-based approach to… more
- Service Source (Charlottesville, VA)
- …with representatives from employers and educational programs. + Maintain students served, services provided, and outcomes attained in a client tracking database. ... with schools, families, and community partners to build brighter futures . You'll be the bridge between potential and possibility-helping...adults What We're Looking For: + A heart for service and a drive to make a difference +… more
- MUFG (Irving, TX)
- …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 ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...scenarios, which detect financial crime and (5) create statically representative samples to ensure that risk is not missed… more
- Thrivent Financial (Lakewood, CA)
- …a part of the position or support needs on the sponsoring financial representative . + Demonstrated customer service orientation/experience, 2+ years preferred + ... Big Island So Cal Group is an independent financial services practice of Thrivent Financial. We take a broad-based...every day through the financial solutions we offer, the client activities we support, and the resources we provide… more