- All Finance Top Job Titles
- Related titles: Representative
- Client Services Representative
- Financial Services Firm (San Francisco, CA)
- ...include, (but are not limited to the following): * Assisting the FX Sales team with the promotion of firm's Retail and Institutional products and services * Initiating relationships with clients (no cold calling) * Setting up demo accounts for prospective clients * Communicating the primary...
- Client Services Representative (Brokerage)
- Schwab (Fishers, IN)
- ...Client Service Representative (CSR) positions are available within CS&S in two groups: brokerage teams and banking service teams. As a CSR, you will pursue Charles Schwab's mission and values through: * Utilizing a passion for customer service, positive energy, and problem solving...
- Client Services Representative -- Rhode Island
- Fidelity Investments (Smithfield, RI)
- ...The Operations & Services Group (OSG) provides superior customer service to Fidelity's brokerage businesses through innovation, dedication and commitment to excellence. With seven operating divisions located throughout the country, OSG provides securities execution, clearance, and...
- Client Services Representative
- Robert Half Finance & Accounting (Chicago, IL)
- ...My client is a multi-billion firm and has continued to experience substantial growth in the past 12 months. They are actively seeking a Client Service Associate to join their Marketing and Client Service team. In this role you will work with Institutional and High Net Worth Clients in a...
- Client Services Representative (Brokerage)
- Charles Schwab (Fishers, IN)
- ...Client Service Representative (Brokerage and Banking) Fishers, IN (Client Service & Support, Schwab Investor Services) Charles Schwab's purpose is to helpeveryonebecome financially fit. Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible...
- IB Ops - Client Services Representative - Associate
- JPMorgan Chase (Chicago, IL)
- ...F&O Client Services requires a motivated individual to perform key managerial and control functions and liaise with our clients regarding all of their Operational requirements. F&O Client Services require a motivated individual to perform key control functions and liaise with our...
- Client Services Representative
- Robert Half Finance & Accounting (Chicago, IL)
- ...This candidate will be a member of the Advisement Team in the Investment division. This...If you meet these qualifications, for immediate consideration, please forward your resume to dominique.brewer@roberthalffsg.com. All submissions will be held in confidence. Unit: Robert Half Finance & Accounting
- Client Services Representative
- MFS (Quincy, MA)
- ...as requested. PRINCIPAL RESPONSIBILITIES: * Responds to incoming phone calls primarily from brokers and shareholders in a timely manner. * Provides account and product information to shareholders and brokers. * Responsible for proper documentation of telephone calls on appropriate computer...
- Client Services Representative -- Rhode Island
- Fidelity (Smithfield, RI)
- ...The Operations & Services Group (OSG) provides superior customer service to Fidelity's brokerage businesses through innovation, dedication and commitment to excellence. With seven operating divisions located throughout the country, OSG provides securities execution, clearance, and...
- 401k Client Services Representative
- T. Rowe Price (Owings Mills, MD)
- ...* Communicates with clients through telephone calls, written correspondence and client meetings; researches employer and participant inquiries and provides appropriate feedback, including IRS regulations and compliance requirements for retirement plans. * Assists in the processing and...
- Client Services Representative
- Financial Services Firm (San Francisco, CA)
- ...include, (but are not limited to the following): * Assisting the FX Sales team with the promotion of firm's Retail and Institutional products and services * Initiating relationships with clients (no cold calling) * Setting up demo accounts for prospective clients * Communicating the primary...
- Client Services Representative (Brokerage)
- Charles Schwab (Fishers, IN)
- ...Client Service Representative (CSR) positions are available within CS&S in two groups: brokerage teams and banking service teams. As a CSR, you will pursue Charles Schwab's mission and values through: Utilizing a passion for customer service, positive energy, and problem solving skills...