Client Service Rep: Financial Operations

Summary: Financial Plan ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties And...

Job DescriptionJob DescriptionInternational Freight Forwarder is looking for a Japanese Bilingual Ocean Import Customer Service Rep.•    40% Customer inquiry response and communication•    40% Operation including bookings, tracking, data entry•    20% General assignments as needed•    Strong teamwork sl.•    Good communications...

Job Title: Financial Services Representative Company: Integrated Financial Concepts Are you an experienced and detail-oriented professional with a passion for helping & educating others? Integrated Financial Concepts is a nationally recognized Financial Services Firm that hires top-tier talent. We are dedicated to establishing meaningful connections with...

Job DescriptionJob DescriptionThe Opportunity:Fifth Avenue Financial is looking for a Financial Services Representative to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis.Job Responsibilities:Build a...

Our Client is a $70M Manufacturer located in the western suburbs and is seeking a Financial Analyst to join their Finance Team. The company has been in existence for nearly 50 years and has great stability. The main aspects of the job will be to work along side the Controller on various accounting/finance projects and work with the Plant Manager. Daily...

Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

Understand and explain complex financial models on conceptual, intuitive, and practical levels. Provide thorough quantitative and conceptual solutions to our wide range of clients. Provide in-depth education and assistance on product features, functi Client Service, Financial, Engineer, Specialist, Service, Client, Retail

Area Manager - Security and Concierge Services **Position Overview**: **Key Responsibilities**: **Leadership and Team Management**: Lead and inspire a team of security personnel and concierge staff. Provide guidance, training, and supervision to ensure high-performance levels. Foster a positive and collaborative work environment. **Security...

Who We Are:DELVE is a performance marketing agency that delivers digital marketing management, first-party data science and consulting, and adtech/martech systems integration and reselling on a global scale. We connect the dots between data and technology in media, creating an "Unfair Advantage" for our clients, team members and partners.DELVE is a "platform...

Job DescriptionJob DescriptionSalary: $120k-$180k baseWho We Are:DELVE is a performance marketing agency that delivers digital marketing management, first-party data science and consulting, and adtech/martech systems integration and reselling on a global scale. We connect the dots between data and technology in media, creating an “Unfair Advantage” for...

About the company: Financial IT Analyst CFS is working with a prominent, non-profit agency who is looking for someone to join their fiscal team and support their financial systems in their Manhattan office (hybrid) Looking for someone to contribute to the efficiency and effectiveness of their financial processes and solutions by providing day-to-day...

Understand and explain complex financial models on conceptual, intuitive, and practical levels. Provide thorough quantitative and conceptual solutions to our wide range of clients. Provide in-depth education and assistance on product features, functi Client Service, Financial, Engineer, Specialist, Service, Remote, Retail

Financial Analyst Our client is a non profit organization looking for a Financial Analyst to join their team. This position will report directly to the Director of Finance and will be 100% on site in New Haven. Main Responsibilities of the Financial Analyst Help develop and maintain complex financial models for purposes of planning, budgeting,...

Job Title: Financial Advisor (Experienced) Company: Integrated Financial Concepts This position specifically, is for experienced advisors and to leverage your mentoring skills to support our newer agents and help them succeed. With an overflow of appointments and our well-established marketing strategies, we are confident that you could significantly...

The ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboration, or possibly entertaining an exit strategy around succession planning. They...

The ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboration, or possibly entertaining an exit strategy around succession planning. They...

Our client is a successful wealth management firm seeking an experienced Client Service Manager for their firm in New York, NY. Qualified candidates must demonstrate experience with HNW client services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment. Candidates with a strong operations...

**Commission Management Services | Client Service Representative [Consultant]** **Job Description** The Commission Management Service (CMS) team is responsible for managing the Commission Sharing Arrangements (CSAs) for our global institutional and hedge fund clients. We manage the marketing of CSAs and service existing CSA client relationships. In close...

OVERVIEW:The Client Experience Sr Business Analyst will support the Client Experience team to develop and deliver client facing metrics to provide a proactive consultative service. The analyst will work with the Client Experience Managers to support them in identifying trends, outliers, opportunities, and successes in a client's claim data. The analyst will...

Wealth Financial Planning & Trust Officer Locations Showing 1 location New Milford, CT 06776, USA Job Details Description The Financial Planning & Trust Officer provides Wealth Management services to high net worth clients of the Bank in conjunction with the entire Wealth Management Team. The Officer is responsible for the development of long-term financial...