Client Service Specialist, Private Banking (Greater China Team) recruitment
J.P. Morgan Private Banking Asia J.P. Morgan Private Banking is a global leader in asset and wealth management services. We offer to Ultra-High Net Worth and High Net Worth individuals and families personalized comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. The Asia Private Banking Client Service Team is currently seeking a dynamic and dedicated professional to join their team. The team is responsible to provide support to Bankers and Investors, as well as managing the day-to-day administration and servicing Read more […]
Client Service Specialist
UnitedHealth Group is among the most ambitious Fortune 25 companies you’ll ever meet. Through our family of businesses, we’re working to make the health care system perform better for more people, in more ways than ever. Simply put, we think the entire system can be greater than it’s ever been. And that drives us to work harder, aim higher, and expect more from one another. Here, you’ll be empowered to make an immediate impact for millions of others. And you’ll achieve more than you ever expected. How does that fit with your plans?
Client Service Specialist
Status:Full Time, EmployeeJob Ref Code:110094185Job Location:Tampa, FL 33601 The key responsibilities of the Client Service Specialist is to deliver day-to-day support for external clients, take responsibility for the client experience, resolving service issues, and for acting as the advocate for the client. This will be achieved by having the ability to: Resolve client inquiries pertaining to Securities reconciliation (holdings, income, tax reclaims, corporate action) and Cash (Miscellaneous cash postings, FX settlement, etc) breaks. Additional Read more […]
Client Service Specialist / Paraplanner / Financial Advisor Assistant Job in West Los Angelse 90025, California Us
There’s no better feeling than helping clients plan to achieve their dreams. We affiliate with leaders in our field with a unique, personalized approach to financial planning that focuses on helping people achieve their long-term goals. The Client Service Specialist provides substantial assistance to a top producing financial advisor in a well established financial planning practice located in West Los Angeles, CA. augustine.d.choi@ampf.com Read more […]
Client Service Specialist
Client Service Specialist – Northbook (CS)Job ID: 0217-7202 Description: Organizational Objective/Purpose: Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. Client Service Specialist Building strong, personal relationships with our clients is a key component of our business strategy. Our Client Service Specialists will pursue this Read more […]