Manager in Finance Transformation focusing on Japanese companies in Southeast Asia. Advising on purpose - led growth, operational foundations, and management strategies.
About the role
- Client Services Associate providing support for Financial Services clients at S&T Bank. Assisting in processing client accounts and managing appointments, while ensuring excellent service with a collaborative approach.
Responsibilities
- Provide support for the sales and service for the Financial Services Department and Financial Planner within the regional satellite offices.
- Provides client service for assigned Financial Services clients.
- Assists in the daily function of the satellite office by providing client service.
- Responsible for the processing of all paperwork relating to client accounts for processing at the home office.
- Provides secretarial and receptionist services to the Financial Advisor, greeting all visitors to the satellite office.
- Assists Financial Advisor in establishing appointments with existing clients and potential new clients through the CRM.
- Schedule and prepare for all client reviews and new client meetings using E-Meeting.
- Responsible for processing client money movement, RMD’s, and asset transfers.
- Responsible for updating and maintaining the Ameriprise CRM Salesforce with meeting notes, client calls, and all activity.
- Maintain a good working relationship with bank employees.
Requirements
- Requires a high school diploma or equivalent, plus specialized training or two-year degree.
- Requires two to five years general experience with two to five years specialized financial services experience required.
Benefits
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities • Reasonable accommodations • Opportunity to apply for positions without regard to protected characteristics
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Client Service Officer supporting relationship managers in wealth management at an international bank. Responsibilities include client relationship coordination and collaboration with internal stakeholders.
Customer Service Representative providing support to Employee Benefit Consultants, clients, and insurers. Handling queries over phone and email in a hybrid work environment.
Client Service Excellence Center associate providing exceptional service via inbound calls to assist clients with financial inquiries at Vanguard. Requires strong client service experience and licensing.
Cyber Client Service Technician ensuring device cybersecurity at GE HealthCare's medical technology. Servicing customer IT and security for enhanced satisfaction with biomedical equipment security.
Client Services Specialist supporting clients on a leading trading platform with advanced communication skills. Handling KYC procedures and providing comprehensive client support and training.
Client Service Specialist supporting clients through live chat, emails, and calls for a leading trading platform. Assisting with KYC procedures and enhancing client satisfaction.
Client Support Executive assisting small businesses with accounting queries using Xero software. Act as the primary point of contact for clients, ensuring satisfaction and resolution of inquiries.
Field - based role introducing surface repair services to property managers and facility managers. Building relationships and driving a planned route in the Madison area.
Client Services Coordinator responsible for excellent customer service and handling client inquiries in Liverpool, UK. Working within a hybrid system to manage client relationships efficiently.