- JPMorgan Chase (Columbus, OH)
- … service, and other cross-functional partners that our team supports. **Job summary:** As a Client Account Maintenance Data Analyst within our Client ... Interested in a new career opportunity? Join our Account Maintenance Group as a Client Data Analyst in Chase Wealth Management (CWM). In joining our… more
- JPMorgan Chase (Plano, TX)
- …Subject matter expertise to the front office and client services **Job Summary:** As a Client Data Account Maintenance Analyst within our Client ... support, governance, and remediation of both new and existing client data . Your responsibilities will also include...JPMS, and PB + Review and approve the brokerage account maintenance service requests in accordance with… more
- JPMorgan Chase (Plano, TX)
- Interested in a new career opportunity? Join our Account Maintenance Group as a Client Data Analyst in Chase Wealth Management (CWM). In joining our ... our employees to do their best work. As a Client Maintenance Specialist within the Client...support, governance, and remediation of both new and existing client data . Your responsibilities will also include… more
- Morgan Stanley (Seattle, WA)
- …- Responsible for ensuring daily activities, including client transactions, account maintenance , portfolio data reconciliation, and portfolio ... Work with external partners across SMA sponsors on all client inquiries that impact workflows and investment process. -...day. - Act as Business Owner of investment related data , cash activity reports, and daily account … more
- HUB International (Kronenwetter, WI)
- …program design fall within the domain of the AE. Issues related to policy processing, maintenance of client data on the EPIC agency management system, ... and brokerage services to assigned clients, having the primary responsibility for account retention. Working alongside Producers (aka " Client Executives /… more
- Bank of America (Lincoln, RI)
- …queues Additional Skills Used: + Account Management + Adaptability + Customer and Client Focus + Data Collection and Entry + Process Effectiveness + Active ... Consumer Investments - Account Maintenance Case Manager Lincoln, Rhode...a desire to deliver high quality customer service, stressing client focus, product knowledge, and problem resolution. This is… more
- Bank of America (Chandler, AZ)
- …queues Additional Skills Used: + Account Management + Adaptability + Customer and Client Focus + Data Collection and Entry + Process Effectiveness + Active ... Consumer Investments Account Maintenance Generalist Chandler, Arizona **Job...and timely processing of requests. Daily responsibilities will include data entry, account updates, and general processing… more
- Zions Bancorporation (Salt Lake City, UT)
- …provides overall customer service support to clients. + Organize and assist in the maintenance of complete client account and trade-related records for the ... we bring the opportunity. Zions Wealth Management is currently seeking an experienced Client Account Service Associate (CASA). The CASA manages the execution of… more
- Clinitiative Health Research (Dallas, TX)
- …questions, timelines, concerns, and any other relevant information. + CRM Maintenance : Maintain comprehensive records of all client interactions and ... site clients. This role involves working with the Clinical Data Integration team to receive and review study briefings...Experience: + Minimum of 3-5 years of experience in client success or account management roles, preferably… more
- ABM Industries (Benicia, CA)
- …position owns the strategic selling process and communicates value to resolve the client 's issues and is responsible for the orchestration of the sales process, ... implementing an account management program including the implementation and transition process...experience, skills, abilities, geographic location, and alignment with market data . You may be eligible to participate in a… more