at any of the levels listed below. Client Servies I-Min: $57,945.67/yr. Max: $72,415.29/yr. ClientServices II- Min...: $62,783.81/yr. Max: $80,030.88/yr. ClientServices III- Min: $69,369.06/yr. Max: $88,430.43/yr. Summary: Performs a variety...
to succeed and the autonomy to reach your goals. We are seeking a Tax Partner for our Private ClientServices (PCS) team... What Work You Will be Responsible For: Perform partner level compliance review and tax return signoff Handle client...
your career today as a Virtual Client Solutions ClientServices Professional and gain your Series 7 and 66 licenses. Position... their Series 7 and 66 post hire to become fully registered. How Morgan Stanley ClientServices Professionals Make an Impact...
Financial is America’s leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service... Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings...
Job Category: Client Service Job Description: The J.P. Morgan Wealth Management Service Center Team: Our investment..., serving a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client...
. We are looking for: Part Time Client Service Representative (CSR) Proposed Schedule: Two week rotated schedule Week 1: Sunday: 10:30 p.m.... Wednesday: 10:30 p.m.-7:00 a.m. Saturday: 10:30 p.m.-7:00 a.m. Our Client Service Representatives have the first interaction...
-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience... about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block...
with multiple internal departments at a growing company. Responsibilities: Provide comprehensive client support through daily..., and collaborate with internal teams to ensure timely resolution. Educate clients and advisors on services and technology, including...
. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service... for exceptional customer service. Demonstrate empathy and proactively resolve client concerns in a timely, professional...
with paperwork related to account transfers, beneficiary designations, and other maintenance requests. Processes client transactions... information and other requests. Collaborates with Financial Advisor(s) to prepare client meetings and presentations, including...