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Key Responsibilities Serve as a liaison between Financial Advisors and clients, ensuring a high level of service and responsiveness. Answer incoming calls, schedule appointments, and coordinate meeting logistics. Prepare meeting materials, client presentations, illustrations, reports, graphs, and......
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4 days ago -
This is fundamentally a business-administration role — you'll work directly with the Managing Partner on financial planning and reporting, HR and benefits administration, vendor and budget management, and the firm's operating systems — with a client-facing component layered on top, since you'll ...
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1 days ago -
Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and t...
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client services manager
investment company (confidential)
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CHICAGO, ILLINOIS, US
1 days ago -
The Client Services Manager at a well-regarded boutique investment management firm, based in Chicago is a pivotal role dedicated to receiving and enhancing client relationships, with a strong focus on repairing and retaining clients. Minimum of 5 years of experience in financial services management,...
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1 days ago -
The Dorne Region is seeking a Client Services Associate for its Chicago team. Build practical client-service skills while learning the business side of insurance. Starting and maintaining conversations with prospective clients. ...
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1 days ago -
Technical Support Client Services Associate - FinTech. Rapidly growing financial technology firm looking to lead its Client Services team. Collaborate with colleagues and clients to help with and improve day to day activities. ...
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8 days ago -
Join Our Team as an Assistant Property Manager – Support with Excellence! - $1,000 Sign On Bonus! ......
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3 days ago -
IMMEDIATE OPENINGS! Come for a job and stay for a career! Federal Express Corporation (FEC) is part of the rapidly growing warehouse and transportation sector that helps keep America, and our economy, moving. Be part of a......
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5 days ago -
Amazon delivery partner opportunity – Earn $17.00 - $25.00/hr What is Amazon Flex?It's simple! Use your vehicle and smartphone to earn extra money delivering with a brand you trust. With Amazon Flex, you......
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Overview......
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Seeking motivated individuals to participate in National Focus Groups and Clinical Trial studies. Earn up to $750/week in your spare time. Must register and apply to see if you qualify....
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3 days ago -
The Accounts Payable Specialist manages the end-to-end lifecycle of dispute cases, including vendor claims, chargebacks, shortages, damage-related deductions, and repayment requests. Working closely with vendors, retailers, and cross-functional......
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3 days ago -
Work Location......
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The position will actively provide international forwarding and supply chain office support to meet warehouse operational needs. Provide world class customer service and solutions in order to ensure complete customers' satisfaction. ......