- Charles Schwab (Phoenix, AZ)
- …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 (Phoenix, AZ)
- …overnight and weekend availability. **Preferred qualifications ** + Previous customer service experience + Previous client relationship experience + Bachelor's ... 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 learn to educate… more
- Bright Horizons (Newton, MA)
- …will establish connections with prospective clients and set introductory meetings with your Client Services Directors to help them evaluate adding family care ... selecting programs that recruit, motivate, and retain key talent. Working with your Client Services Directors for each territory, you will determine the… more
- Thrivent Financial (IL)
- …processes, preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Client ... 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
- Guidehouse (San Antonio, TX)
- …participants and other program partners. + Maintain knowledge of eligible products, services , and customer service processes & procedures. + Communicate and ... the public and commercial markets. We guide our clients forward towards new futures that build trust in society and your professional skills along the journey.… more
- Thrivent Financial (Brenham, TX)
- …Order of office supplies and keep inventory of stock updated + Execute the Client Service Model (CSM) through appointment scheduling. + Perform other clerical ... independent practice of Thrivent Financial. We're looking for a licensed, service -driven professional to provide administrative support to our financial advisors and… 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
- County of El Dorado (Placerville, CA)
- …manage them on behalf of the client . + Perform fiscal management and Representative Payee services for assigned clients; obtain and research any planning and ... facility. + Prepare documentation outlining client interactions and communications, including services provided and service plans. + Assist client in… 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
- ITW (Glenview, IL)
- …of specialized industrial equipment, automotive components, consumables, and related service businesses. ITW businesses serve local customers and markets around ... designed to help employees care for themselves, their families, and their futures . The **Brand Marketing Manager** plays an integral role in strategically planning,… more
- Thrivent Financial (Hendersonville, NC)
- …appointments + Coordinate large group one-off meetings and group travel arrangements for client trips and events. + Register the Lead Advisor for various conferences ... staff members. + Maintain records and facilitate acknowledgements for Financial Representative (FR) anniversaries. + Handle various projects as assigned. Personal… more