- Citigroup (Hermosa Beach, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client ... * Must hold a Series 6 license. * Ability to provide excellent client service is a must. * Strong communication and interpersonal skills are essential. *… more
- Thrivent Financial (White Bear Lake, MN)
- …transactions, assisting in data gathering and supporting the financial planning/advice service , invoicing, client relations, identifying and helping improve ... are the two lead financial advisors that own the business. They have combined service of 33 years of direct financial services industry experience. We take a… more
- KeyBank (South Bend, IN)
- …plan. + Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. + Employs and maintains ... advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of...Relationship Manager (ARM) is at the center of this client promise by managing and building client … more
- Thrivent Financial (Germantown, WI)
- …and oversee client communication. The goal is to provide excellent client service between meetings with advisors. Responsibilities: Support Advisor has the ... calls that require licensing as requested by advisory team or Customer Service Coordinator + Respond to client emails or phone calls: + Assess current need of … more
- JPMorgan Chase (Houston, TX)
- …delivers premier client service , JP Morgan is the place for you! As a Client Service Associate within the Private Bank Latin America at JP Morgan you ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Citigroup (San Antonio, TX)
- The Telesales Specialist role is a Client Service and Sales support position responsible for servicing and supporting internal and/or external clients primarily ... (products and services). + Effectively and timely attend to client service requests received via telephone or...needs for investment products by referring such clients to licensed investment representatives. + Complete client contact… more
- Kestra Financial (Castle Rock, CO)
- Summary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship ... + Supports the advisors of a large book of business including managing client needs regarding service , administrative tasks and insurance underwriting + Manage… more
- City of Norfolk, Virginia (Norfolk, VA)
- Licensed Crisis Clinician - Day Shift, Sun - Thurs (Emergency Services Counselor II) Print (https://www.governmentjobs.com/careers/norfolk/jobs/newprint/4693912) ... Apply Licensed Crisis Clinician - Day Shift, Sun - Thurs...through intensive psychiatric care, provided by highly clinically oriented service professionals with expertise in these service … more