- Bank of America (Los Angeles, CA)
- Financial Center Client Service Representative -...Has a minimum six months of client service experience in financial services , ... 's needs. * In lieu of six months of client service experience, has previously completed the...extended hours as needed. **Desired Qualifications:** * Experience in financial services and knowledge of financial… more
- Insight Global (Chicago, IL)
- Job Description As a Client Relationship Manager/ Client Service Representative (CSR) you will be the main point of contact for client 's customers ... should be followed up with call reports Work with Client Service Relationship Managers to establish prioritization...- 2+ years of professional experience, ideally coming from financial services - Experience client … more
- Truist (Paramus, NJ)
- …Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment product educational ... on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client...Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of… more
- VCA Animal Hospitals (Tustin, CA)
- …patients and providing those pet parents over the phone with a financial update. ESSENTIAL FUNCTIONS: * Customer service functions, including: greeting ... in the back office would be best. As a financial CSR, your duties will include creating an estimate...based on the doctor's recommendations. * Answering questions regarding services and cost * Managing medical records, charts, reports… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …continues to grow its presence in the industry. We are looking for a Client Services Representative to join their well-established RIA firm. ... . With a focus on long-term strategies, they tailor financial solutions to meet each client 's unique...Requirements Qualifications: + 2+ years of experience as a Client Service Associate (from RIA, Wealth Management,… more
- Bank of America (Riverside, RI)
- Client Services Representative II - Preferred Card - 2nd Shift - East Providence, RI Riverside, Rhode Island **Job Description:** At Bank of America, we are ... level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client … more
- Bank of America (Phoenix, AZ)
- Fraud Client Services Representative - 2nd Shift Phoenix, Arizona **Job Description:** At Bank of America, we are guided by a common purpose to help make ... level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client … more
- Bank of America (Rio Rancho, NM)
- Client Service Representative II - 1st Shift Bilingual (Spanish) Rio Rancho, New Mexico **Job Description:** At Bank of America, we are guided by a common ... level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client … more
- Insight Global (Phoenix, AZ)
- …Global is hiring for 5 Client Service Representatives with a large financial services client in Phoenix, AZ. This position does require to work ... onsite 5 days a week. The Client Service Representative will field approximately 100 calls a day from clients to verify account information, granting account… more
- Raymond James Financial, Inc. (Morristown, NJ)
- … client satisfaction, and effectively handle any client referrals. The Service Advisor supports the financial advisor by improving client retention ... growing our team and seeking a registered, team-oriented, high-performing Client Service Advisor to complement our existing...James" includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James… more
- Navy Federal Credit Union (Sandy Springs, GA)
- …insurance/investment products and services to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal ... Overview To provide basic financial consulting services to assist members...regulatory filings + Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks,… more
- Navy Federal Credit Union (Reston, VA)
- …products and services to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal Investment ... Overview To provide financial consulting services to assist members...needs and complexity + Provide investment industry expertise to client investment consultations and servicing of life insurance and… more
- Thrivent Financial (Belmond, IA)
- Brian Kapka is an independent financial services advisor of Thrivent Financial . We take a broad-based approach to helping our members achieve multiple ... financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As the… more
- Sedgwick (Eden Prairie, MN)
- …Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Client Services Representative - Midwest - Hybrid **PRIMARY PURPOSE** : To ... delivery. **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Performs contract renewal and Client Service Instruction preparation for assigned accounts. +… more
- Truist (Columbus, GA)
- …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
- Truist (Coral Gables, FL)
- …time. 1. Assist financial advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and ... 13. Submit and process certain operational requests as instructed by the financial advisor and/or client . These may include: funds distributions, deposits… more
- Fiserv (Omaha, NE)
- …and IT program and project management + 5+ years of experience in the Financial Services Industry preferred + Shown success in effectively driving delivery + ... In addition, you will proficiently execute against key business success metrics including financial targets and client experience metrics. **What you will do:**… more
- Fiserv (Omaha, NE)
- …operations or a related field required + 7+ years of experience in the Financial Services Industry preferred + Shown success in effectively delivering on ... of client initiatives and + Track a client portfolio of projects and service tickets...your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative… more
- Bank of America (Fort Worth, TX)
- Wealth Management Client Care: Client Services Rep -Spanish Fort Worth, Texas **Job Description:** Merrill Wealth Management is a leading provider of ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- First Horizon Bank (Raleigh, NC)
- …work with various specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment, trust and fiduciary services , and insurance services ) in a manner that promotes client ...**About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our… more