751 client service specialist jobs found

Ameriprise Financial At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way! If you prosper in an environment where you can help others and enjoy crafting a positive impact on client's overall experience, we invite you to take your career to the next level by applying to join our team today. As a Client Service Specialist, you will be responsible for conducting all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you reach your full potential! Key Responsibilities: Responsible for reception support including answering phones, greeting clients and addressing client service requests. General administrative duties performed may include logging...

Ameriprise Financial Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position completes tasks previously performed by the advisor and staff. The Client Service Specialist supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The Client Service Specialist allows the advisors the assurance they need to know that their practice is being maintained and supported within Ameriprise Financial guidelines. This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing...

Ameriprise Financial About Us: LPM Advisory Group is a fast-growing firm with two primary office locations in Concord NH and Scarborough ME, as well as satellite locations across NH. We are an Asset Management and Financial Planning franchise of Ameriprise Financial; our services are comprehensive and cover all phases of life from accumulation through to retirement, as well as financial goal tracking and investment strategy. With close to 1 billion in Assets Under Management our growth is constant and derived from organic referrals -we create fans not just clients! We are looking for an enthusiastic, organized, dedicated, proactive and confident person to join our amazing team! Step into an instrumental role in our primary office location in Concord NH. Assist Financial Advisors with the smooth operation of a fast-paced-and friendly-Financial Planning and Asset Management Firm. Work as a team member of an award winning, nationally ranked, private wealth practice of Ameriprise...

Ameriprise Financial Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed....

Ameriprise Financial At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way! If you prosper in an environment where you can help others and enjoy crafting a positive impact on client's overall experience, we invite you to take your career to the next level by applying to join our team today. As a Client Service Specialist, you will be responsible for conducting all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you reach your full potential! Key Responsibilities: Responsible for reception support including answering phones, greeting clients and addressing client service requests. General administrative duties performed may include logging...

About this role The Private Data Service ( P DS) team provides world-class expertise in the collection and validation of investment data for investors in alternative assets. P DS streamlines the exchange of data between limited and general partners, allowing investors the continuous access to accurate and standardized data. Private Data Service is a part of Aladdin Business , which comprise s over 1, 5 00+ professionals responsible for implementing and supporting our Aladdin clients, sales, and marketing, and ensuring the Aladdin Community maximizes Aladdin products through engagement and education We are looking for p rocess d riven d ata Analysts with financial and client relationship background to work within the data governance team processing, analyzing, validating and reviewing financial information submitted to a large provider of risk finance in Luxembourg. Our client enhances the lending capacity of financial intermediaries and stimulates bank lending to SMEs and...

AEG AXS connects fans with the artists and teams they love. Each year we sell millions of tickets to thousands of incredible events - from concerts and festivals to sports and theater - at some of the most iconic venues in the world. Since our founding in 2011, we've consistently pushed the industry forward and improved experiences for fans, making it easier than ever to discover events, find the perfect seats, and enjoy unforgettable live entertainment, and we continue to lead the evolution of our industry today. We're passionate about improving the fan experience and providing game-changing solutions for our clients, and we're always looking for smart, motivated people to help make it happen. Bring your enthusiasm, your big ideas, and your desire to team up with some of the best and brightest in technology and entertainment. The Role AXS is hiring a Client Services Specialist for our Festival Division in Tempe, AZ. In this role, you will manage client relationships and...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Senior Associate, Client Relations Specialist - HYBRID Location: Kansas City, MO; Denver, CO; Chicago, IL; Boston, MA; Braintree, MA; Waltham, MA; Dublin, OH | Hybrid Get To Know The Team: Client facing position in the Retail Alternative Investment division of SS&C. This relationship team supports multiple clients and alternative investment products. As member of this team you will be assigned clients that you will manage communication between client and various support groups at SS&C. Manage/oversight of client events, new product implementation and overall client...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Senior Associate, Client Relations Specialist - HYBRID Location: Kansas City, MO; Denver, CO; Chicago, IL; Boston, MA; Braintree, MA; Waltham, MA; Dublin, OH | Hybrid Get To Know The Team: Client facing position in the Retail Alternative Investment division of SS&C. This relationship team supports multiple clients and alternative investment products. As member of this team you will be assigned clients that you will manage communication between client and various support groups at SS&C. Manage/oversight of client events, new product implementation and overall client...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Senior Associate, Client Relations Specialist - HYBRID Location: Kansas City, MO; Denver, CO; Chicago, IL; Boston, MA; Braintree, MA; Waltham, MA; Dublin, OH | Hybrid Get To Know The Team: Client facing position in the Retail Alternative Investment division of SS&C. This relationship team supports multiple clients and alternative investment products. As member of this team you will be assigned clients that you will manage communication between client and various support groups at SS&C. Manage/oversight of client events, new product implementation and overall client...

Creative Circle a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Our financial services client is searching for a Marketing Specialist. This role supports planning, execution, and optimization of marketing and communications programs to drive awareness, engagement, and pipeline growth. Collaborating with sales, product, and creative teams, you'll deliver impactful campaigns aligned with business goals. Duration: 3 months to start; approximately 20hrs/week Location: Hybrid; Denver, CO Key Responsibilities: Assist with webinars, podcasts, and thought leadership initiatives Support internal/external communications (emails, newsletters, branding) Track and analyze marketing metrics; prepare performance reports Manage leads and maintain CRM/automation data hygiene Support digital marketing campaigns, landing pages, and ad updates Assist with events and miscellaneous marketing tasks...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and...

About this role Are you a Derivative Operations professional searching for an exciting, challenging, multi-faceted leadership opportunity with the world's largest asset manager? Do you pride yourself on building positive relationships, leading and developing hardworking teams and elevating performance? Look no further! BlackRock is pursuing an Associate to become a part of our team. We recognize that strength comes from diversity, and will embrace your rare skills, eagerness, and passion while giving you freedom to grow expertly and as an individual. BlackRock's Derivative Operations is a distributed team dedicated to providing outstanding operational support across the organization with a client-centric focus. The group manages the post trade lifecycle for cleared derivatives and collateral management. It plays an integral role within the organization interacting with multiple internal partners and external parties including OTC counterparts, futures and derivative clearing...

Apex Systems Job#: 7855 Job Description: WHO WE ARE Apex Systems is a leading global technology services business that incorporates industry insights and experience to deliver solutions that fulfill our clients' digital visions. We provide a continuum of services, including strategy and enablement, innovation and productivity, and technology foundations to drive better results and bring more value to our clients. Apex transforms our customers with modern enterprise solutions tailored to the industries we serve. Apex has a presence in over 70 markets across North America, Europe, and India. Apex is a part of the Commercial Segment of ASGN Incorporated (NYSE: ASGN). To learn more, visit www.apexsystems.com . At Apex Systems, we prioritize professional development, work-life balance, and fostering a collaborative culture. We value our teams well-being and recognize the importance of building strong relationships. Thats why we organize regular team-building events and...

Apex Systems Job#: 7854 Job Description: WHO WE ARE Apex Systems is a leading global technology services business that incorporates industry insights and experience to deliver solutions that fulfill our clients' digital visions. We provide a continuum of services, including strategy and enablement, innovation and productivity, and technology foundations to drive better results and bring more value to our clients. Apex transforms our customers with modern enterprise solutions tailored to the industries we serve. Apex has a presence in over 70 markets across North America, Europe, and India. Apex is a part of the Commercial Segment of ASGN Incorporated (NYSE: ASGN). To learn more, visit www.apexsystems.com . At Apex Systems, we prioritize professional development, work-life balance, and fostering a collaborative culture. We value our teams well-being and recognize the importance of building strong relationships. Thats why we organize regular team-building events and...

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. FactSet is looking for an Implementation Specialist to join our Professional Services group to focus on delivering our Performance Solutions to our clients. Our Professional Services Group is an essential partner to our clients to support complex changes across their organizations, drive enterprise deployments of FactSet solutions,...

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. FactSet is looking for an Implementation Specialist to join our Professional Services group to focus on delivering our Performance Solutions to our clients. Our Professional Services Group is an essential partner to our clients to support complex changes across their organizations, drive enterprise deployments of FactSet solutions,...