- Thrivent Financial (Perryville, MO)
- …supporting insurance related tasks, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by ... This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their customer accounts… more
- JPMorgan Chase (Boston, MA)
- …and contribute to strategic initiatives to enhance operational efficiency and client service . **Required qualifications, capabilities, and skills** + Bachelor's ... balance multiple priorities + Demonstrated leadership, organizational, interpersonal, communication, and client service skills; ability to manage projects and… more
- JPMorgan Chase (Boston, MA)
- …priorities + Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion ... Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment...closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on… more
- Thrivent Financial (Appleton, WI)
- The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor's time. Role supports daily operations of the practice ... including responding to client service requests, completing post meeting work,...+ Previous industry experience required (robust internship acceptable) + Securities (6/63, 7/66, or 7/63 & 65) and Life,… more
- Thrivent Financial (Crete, IL)
- …individual who thrives working not only independently but also with a team. The Client Service Administrator 's main responsibilities will include providing ... client service along with advisor support: answering client ...securities trade orders from customers; contacting clients for service related matters; and, participating in occasional marketing events… more
- KeyBank (Brooklyn, OH)
- …capacity or other client service roles. + Demonstrated strong client service skills. + Securities processing and bank operations knowledge. ... **Location:** 4900 Tiedeman Road, Brooklyn Ohio The Client Administrator (CA) is accountable to...an IA book of institutional relationships with emphasis on client service and daily administrative duties. The… more
- JPMorgan Chase (Boston, MA)
- …priorities + Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion ... closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on...Experience at a Big 4, PE firm or fund administrator JPMorganChase, one of the oldest financial institutions, offers… more
- Thrivent Financial (Crownsville, MD)
- …in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Metro DC ... Compensation is $60,000 annually. There is an immediate growth track to obtain licensure in securities and life and health to ensure being able to provide the best … more
- Fifth Third Bank, NA (Cincinnati, OH)
- …to internal department procedures and deadlines tonsure regulatory compliance and exemplary client service . Exceed established departmental service levels. ... risks of all types. ESSENTIAL DUTIES & RESPONSIBILITIES: + Fully understand client expectations and operating requirements to ensure service level standards… more
- Thrivent Financial (Mesa, AZ)
- …in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Drew Ainsworth ... 90 days and then another growth track to obtain securities licensure as well. Long term growth and professional...various programs, and processing functions as needed + Drive client /member facing activity in the practice by scheduling meetings… more
- ManpowerGroup (Washington, DC)
- Our client , a leading organization in the financial regulation sector, is seeking a dedicated and detail-oriented Paralegal Case Administrator to join their ... team. As a Paralegal Case Administrator , you will be an integral part of the...in draft decisions and orders, ensuring proper formatting and service . **What's Needed?** + Bachelor's degree and paralegal certification… more
- Edward Jones (Mountain View, CA)
- …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... teams are two or three people, and in a Client Support Team Professional role, you are a critical...looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for… more
- Edward Jones (Truckee, CA)
- …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... teams are two or three people, and in a Client Support Team Professional role, you are a critical...looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for… more
- MUFG (Tempe, AZ)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our… more
- First Horizon Bank (Brentwood, TN)
- …trust services and his/her other banking needs. + Serve as a liaison between the Administrator and the Client and also as the liaison between these two parties ... the Administrator in performing daily operational tasks, such as client contact, faxing, copying, delivering of documents, answering phones, loading documents in… more
- Edward Jones (Tempe, AZ)
- …and resolve any service issues or unfinished tasks + Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer ... serve clients who are already engaged + Provide excellent client service and tailored client ...(life, health and variable annuity) + 5+ years of securities industry experience as a Financial Advisor or a… more
- Citigroup (Irving, TX)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Insight Global (Philadelphia, PA)
- …100 law firm to support the attorneys in the Corporate, Mergers & Acquisitions, and Securities (CMAS) group (2 open roles) and their Real Estate group (1 open role) ... in delivering the highest level of service to internal and external clients alike. As a...the quality and timeliness of their work and maintaining client and firm confidentiality. The Professional Assistant maintains a… more
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