We've partnered with a financial services firm who is seeking a Senior Client Service Representative to join their team...-quality client service every day Calculate daily Net Asset Values (NAVs) Prepare month-end and year-end financial reports...
The Best Teams are Created and Maintained Here. Job Summary The Sales/Client Representative assists in developing... segments. The Sales/Client Representative works in a fast-paced environment, closing deals with resilience and persistence...
. Here, hard work pays off! Responsibilities: Our internship program mimics our full-time Financial Representative career... opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work...
. Here, hard work pays off! Responsibilities: Our internship program mimics our full-time Financial Representative career... opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work...
Position Responsibilities: Deliver high level client service through reactive and proactive communication Respond..., within service standards, to all incoming inquiries from clients and advisors Complete plan level administrative functions...
Description & Requirements Maximus is seeking a highly skilled and adaptable Lead Customer Service Representative... to join our team. In this role, you will be responsible for ensuring your team meets contractual requirements, service level...
of data related to financial transactions, account information, and transaction processing for complex client inquiries... and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20...
, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs... experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial...
, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs... experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial...
to innovation and client-centric service, they have established themselves as a trusted partner in the financial services market.... The Opportunity Our client is seeking a visionary and results-driven Interim Chief Financial Officer to lead all financial...
to achieve growth, profit, renewal retention, service and producer/client management goals for an assigned book of business...Job Description: The Middle Market Underwriting Account Representative (UAR) is responsible for supporting the...
, or registered representative ready to take their practice to the next level of success. At New York Life, you won’t just grow.... • A sales development manager to help you refine and expand client strategies. • Product consultants to ensure you’re offering...
Investment Advisory Representative to join our team on a part-time basis. This role is ideal for a seasoned financial... client experience and enhance service offerings. Drive innovation and process improvement by providing customer needs...
access and affordability for students and families through expert financial guidance and student support. This role reports... to the Assistant Director for Customer Service and rotates through a high-traffic student services center, managing inquiries...
and affordability for students and families through expert financial guidance and student support. This role reports to the Assistant... Director for Customer Service and rotates through a high-traffic student services center, managing inquiries via phone...
transitioning to Financial Consultants. This role will require handling inbound calls, and providing outstanding service solutions.../insurance service needs and maintaining consistent with compliance and operations standards Proactive daily client management...
schedules, and documentation Develop and maintain strong client relationships and provide exceptional customer service... to clients, including reviewing and analyzing financial statements, accounting records, and relevant documentation Lead tax...
Secure new and expanded client relationships Coordinate and manage sales and leasing activity, acting as a resource..., status updates, and presentations for listing or tenant representative assignments Prepare Request for Proposals (RFP...
and financial goals. Oversees business processes to achieve revenue targets through new client confirmed sales and onboarding... them to focus on operating and growing their core businesses. Our full-service HR solutions include features...
country, geographic territory and/or industry; understands a client's key business and IT challenges and requirements... and is focused on driving value for the client, while maximizing revenue and margin for the company. Specializes in a value or volume...