Representative, Client Services - South Bend - Archway

+ Job summary · Our client is seeking a Client Services Representative to join their growing team.Reporting to the Client Services Manager, the Client Services Representative will be responsible for duties surrounding larger Fortune 500 clients and the ownership of smaller client ...

· Why Work at Mercer Advisors? · For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today w ...

This Client Services Representative will be responsible for supporting larger Fortune 500 clients and smaller clients as well. · The role involves handling day-to-day project-based requirements to ensure quality execution and communicating client requests. · ...

This is a role for a builder: someone who likes to develop people, strengthen processes and design · a department environment where clients feel supported teams feel set up for success and the work is high-quality on time · and on budget. · Own the financial health of the client ...

· Client Service Associate · Our client, located in Mishawaka, Indiana is actively seeking a Client Service Associate (CSA) to join their high-functioning team which has been recognized several times by Forbes and Barron's as one of America's Top 30 Wealth Advisors. · As a membe ...

This is a remote role that requires occasional travel to client engagements and annual summits in Mishawaka, IN. · Competitive compensation package including bonus and profit-sharing programs. · Generous time off with employees averaging over six weeks annually. · ...

The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full completion of client transactions, assisting with identification and coordination and product delivery. · The Associate con ...

The Client Service Coordinator demonstrates a servant's heart to KFG's clients and the firm by providing timely, considerate, and professional service. To build trust with clients and team members and add referable value to KFG's relationship with its clients. · Monitor Financial ...

This job requires individualized client service skills and handling daily transactions accurately and efficiently. · Processes financial transactions for clients. · Identifies client needs uncovered during business interactions. · ...

Provides individualized client service while handling daily transactions, addressing inquiries and problem resolution · ...

The Client Service Specialist is responsible for providing a consistent level of service and support to identified clients and teams, · Respond to and appropriately document routine client inquiries; escalate complex inquiries to more senior staff. · Process daily service needs s ...

POSITION SUMMARY · Support the sales efforts of the associated Everence office. Provide technical expertise and clerical and administrative support for financial consultants. Deliver excellent customer service to current policyholders, members, prospects, and staff. · RESPONSIBIL ...

To fulfill KFG's mission of educating, advising and serving with character and integrity by providing timely, considerate and professional service insurance clients. · ...

This is a Client Services Representative position that supports the sales efforts of an associated Everence office by providing technical expertise and administrative support to financial consultants. · -Deliver excellent customer service-Prepare investment reviews-Maintain curre ...

Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution. · ...

Provides individualized client service while handling daily transactions, addressing inquiries and problem resolution in accordance with Bank policies and procedures. · ...

+Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution in accordance with Bank policies and procedures. · +Processes financial transactions for clients accurately and efficiently. · Identifies client needs uncovered ...

The Client Service Associate works in a centralized task queue environment supporting the Key Private Bank regional sales teams by ensuring full completion of client transactions and assisting with identification and coordination and product delivery. · Supports the KPB team to g ...

Provides individualized client service while handling daily transactions addressing inquiries and problem resolution in accordance with Bank policies and procedures. · ...

+Job summary · Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution.+QualificationsCash handling experience preferred. · ...

Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution in accordance with Bank policies and procedures. · ...