- Thrivent Financial (NY)
- …we provide to the Christian community and nonprofit organizations. Position summary: The Securities Client Service Administrator (CSA) position is ... maintaining client information, and other administrative tasks as assigned. The Securities Client Service Administrator reports to and is employed by… more
- Thrivent Financial (Charlotte, NC)
- …supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other ... administrative tasks as assigned. The Licensed Client Services Administrator reports to and is... accounts + Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities)… more
- Thrivent Financial (Cottage Grove, MN)
- …for our asset management business, ranging from investment proposals, application & service paperwork, client portfolio analytics, and trade execution. This role ... is expected to have some degree of client interaction and requires a friendly and congenial personality. Daily duties will vary, and candidate should have a… more
- Thrivent Financial (West Bend, WI)
- …and a wholly owned subsidiary of Thrivent Financial. Position summary: The Licensed Client Service Administrator (CSA) position is critical for achieving ... maintaining client information, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by COR… more
- Thrivent Financial (Belmond, IA)
- …inquiries regarding their accounts and supports the daily operations of the practice. Client Service Administrator (licensed) role reports to and is ... annually. 401K plan and match provided. Position Roles/Responsibilities/Accountabilities + Manages client service calls, conduct necessary research and respond… more
- Thrivent Financial (Rochester, MN)
- …we provide to the Christian community and nonprofit organizations. Position summary: The Client Service Administrator (CSA) position is critical for ... information, and other administrative tasks as assigned. The Client Service Administrator reports to...as assigned by the Lead Advisor Position Qualifications + Securities or insurance industry experience preferred + Strong technical… more
- KeyBank (Cleveland, OH)
- …capacity or other client service roles. + Demonstrated strong client service skills. + Securities processing and bank operations knowledge. ... **Location:** 127 Public Square - Cleveland, Ohio 44114 The Client Administrator (CA) is accountable for assisting...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
- Broadridge Financial Solutions (Edgewood, NY)
- …join the Broadridge team. Broadridge is growing! We are seeking a contract Client Services Administrator to join our dynamic Shareholder Communication team on ... as well as the company and the rules, regulations, and guidelines of SEC ( Securities and Exchange Commission), and STA ( Securities Transfer Association). Do you… more
- MUFG (Tempe, AZ)
- …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...team will provide more details. **Job Summary:** Seeking Senior Administrator / Engineer with Power-BI, Power Platform (Power Apps,… more
- Edward Jones (Orange, CA)
- …associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with ... the financial advisor. You are the first voice a client hears when they call on the phone -...looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for… more
- Edward Jones (Chester, CA)
- …associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with ... the financial advisor. You are the first voice a client hears when they call on the phone -...looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for… more
- HUB International (Mclean, VA)
- …passionate about our talent. We currently have an opportunity for a **Trading Administrator ** to join our **Retirement & Private Wealth** team in our **McLean, VA** ... and security set updates in Orion Eclipse. + Maintain client target allocation database in Orion Eclipse. + Manage...accounts to assigned allocation models, cash reserves, and restricted securities . + Daily review of portfolios out of tolerance,… more
- American Airlines (Dallas, TX)
- …Management (CRM) tools + Assist with referral queue to schedule prospective client appointments and Member Service Representative (MSR) follow-up + Travel ... reports + Provide a high level of quality customer service to internal as well as external business partners,...with specific research/product information or other information pertaining to securities transactions in which the members wishes to or… more
- Citigroup (Jacksonville, FL)
- …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
- JPMorgan Chase (Jersey City, NJ)
- …for large relationships. Conduct monthly service meetings and present to client boards on behalf of the administrator * Managing the product ... client level and identify operational inefficiencies and additional service opportunities **Required Qualifications, Capabilities, and Skills:** * Specific… more
- Broadridge Financial Solutions (Edgewood, NY)
- …and guidelines of SEC ( Securities and Exchange Commission), and STA ( Securities Transfer Association). The associate completes all client , shareholder, and ... way, come join the Broadridge team. We are seeking a Customer Support Operations Administrator to join our dynamic team based in Edgewood, NY location. In this role,… more
- CIBC (Atlanta, GA)
- …the Family Office Executives and Senior Relationship Managers in providing customized client service and is responsible for administrative services, interfacing ... Coordinate asset transfers and manage cost basis updates on securities + Review fee collections and resolve collection issues...One SEI, ORS, Revport + Provide integral support for client service teams and special projects +… more
- TekSynap (St. Louis, MO)
- …resolve technical problems during portal implementation and rollout. + Collaborate with the client and other mission groups and develop site usage reports and disk ... 0-2 years relevant experience + Microsoft Certified -Windows Server Hybrid Administrator Associate + Experience with Portal site customization, including setting up… more
- State of Colorado (Denver, CO)
- …in local counties upon request, in addition to investigating insurance and securities fraud. + Natural Resources and Environment Section: Works with client ... and general counsel support to the Department of Revenue, the Property Tax Administrator and Property Tax Division within the Department of Local Affairs, Department… more