Description Summary: Serves as a key escalation point for resolving complex client servicing issues, providing expert-level support throughout onboarding and ongoing account management by analyzing statements, repricing accounts, resolving billing and funding inquiries, and guiding clients through PCI
Join us as a Client Service Advisor within our Corporate Risk and Broking line of business, based in our Limerick office and working in a hybrid environment. WTW is one of Ireland’s leading insurance brokers, risk advisors, pensions and actuarial
As an Advisor, Member and client sales and service, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs. You help
About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5
A leading mortgage company is seeking a Home Concierge to enhance client experiences throughout the real estate process. This role combines customer service and consultative sales, providing essential support in utilities setup, maintenance, and logistics. Ideal candidates have
Position Details Company: LPL Financial Title: Financial Services Professional Workplace Type: 100% Remote (Must reside 50miles within Tempe) Duration: 12-Month Contract- starting Oct 13th Pay: $20/hr Schedule: Monday-Friday, Days What you can expect: Learn & Grow: Immerse
The Opportunity Build your own business, where your success is driven by the relationships you build, the people you support, and the impact you make in your community. Co-operators is expanding its financial services presence across Canada,
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a
About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly
Reporting to the National Director, Growth & Client Service, Central Region, the Account Manager, Team Lead will play a hybrid role that combines hands-on account management with team leadership. Approximately 50% of the role will be dedicated to
Company:Marsh Description: Marsh USA LLC is seeking candidates for the following full-time position based in the Dallas, TX office (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with
At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and
Description Job Description: Are you ready to kickstart your career in Financial Services, one of the most dynamic and fast-growing industries? Do you love being part of a team? Are you someone who thrives on solving complex
OVERVIEW: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Backed by
At SunnyData, a leading Databricks technology partner, our mission is to empower customers with scalable architectures, robust data engineering pipelines, seamless data consumption layers, and advanced ML and AI applications. As a Client Principal you will act
Description This position will work in a call center environment, working directly with our plan sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when
Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within
Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within
Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within