Specialist PBO Client Services Jobs in USA

Provide regulatory compliance support to IQEQs investment adviser clients ensuring their compliance programs meet SEC Rules 206(4)-7 and 38a-1 along with other applicable state and federal securities laws. Responsibilities include maintaining and updating compliance programs to reflect regulatory ch...

Provide regulatory compliance support to IQEQs investment adviser clients ensuring their compliance programs meet SEC Rules 206(4)-7 and 38a-1 along with other applicable state and federal securities laws. Responsibilities include maintaining and updating compliance programs to reflect regulatory ch...

Provide regulatory compliance support to IQEQs investment adviser clients ensuring their compliance programs meet SEC Rules 206(4)-7 and 38a-1 along with other applicable state and federal securities laws. Responsibilities include maintaining and updating compliance programs to reflect regulatory ch...

As a senior manager on our fund administration team youll work directly with leading private equity clients supporting fund operations financial reporting and investor communications under the guidance of our experienced team. Youll oversee client deliverables review complex fund calculations and fi...

Remote Client Services (Travel Leisure) Remote Flexible Schedule Training Provided Were looking for dependable service-focused individuals to support clients with questions planning details reservations and general coordination in a remote environment. As part of Remote Client Services (Travel Leisu...

3 Dots is hiring a Remote Client Services Coordinator to support our Travel & Events team. We are looking for a dependable organized and personable team member who enjoys working with clients researching travel options coordinating details and providing excellent customer service. Prior travel indus...

Were seeking individuals with strong customer service and communication skills to assist clients with booking vacations cruises hotels resorts and other travel experiences. No prior travel industry experience is required. Comprehensive training ongoing support and professional development are provid...

CLIENT SERVICES SPECIALIST: Lexitas provides legal and corporate services where organized detailfocused professionals ensure responsive client support and accurate coordination. LOCATION: This is a full-time on-site position based at our Irvine office located at 17752 Skypark Circle Ste 100 Irvine C...

General Description:The Client Services Associate (CSA) is responsible for supporting Client Services Managers (CSMs) by coordinating client operations compliance activities submission management and administrative processes throughout the staffing lifecycle. This role serves as a key liaison betwee...

Spieldenner Financial Group is a part of one the fastest-growing insurance organizations in the country. Our most important focus areas include getting agents paid quickly keeping costs minimal and giving agents the training and support needed to achieve success.Job Duties:Setting Appointments: 6-8...

How will this role impact First CommandFirst Command has a deeply embedded foundation of longstanding values and a strong culture of service. To continue delivering seamless consistent and client-centric experiences the Bank Client Service Associate Manager supports daily teller operations while pro...

At Midland States Bank base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education skills internal equity and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus an...

Wholesale Relationship Management is responsible for developing expanding and maintaining relationships with commercial and institutional clients to support their financial needs and drive growth across the organizations wholesale banking portfolio. Activities include:Identifying client opportunitie...

Title/Role:IN-IDOH- Business AnalystWorksite Address:2 N. Meridian St. Indianapolis IN 46204CAI Contract Manager (CAI Use Only):Elias AtallahEngagement Type: ContractPay Rate:$0.01-40.75 / hrJob SummaryThe Business Analyst supports the Office of Data and Analytics (ODA) at IDOH in delivering data an...

Title/Role:IN-DOH DEP Healthcare Coalition Preparedness CoordinatorWorksite Address:2 N. Meridian St. Indianapolis IN 46204CAI Contract Manager (CAI Use Only):Anna ZelkoEngagement Type: ContractPay Rate:$ 30.00/ hrJob SummaryThe Healthcare Coalition Preparedness (HCC) Coordinator is the primary poin...

Join Fintech in Tampa Florida as a Bilingual Client Support Specialist!The Bilingual Client Support Specialist position encompasses a unique combination of client support problem-solving financial operations support technical assistance and other functions key to our companys philosophy of providing...

Title/Role:IN - IN-FSSA-NDI Barber/BeauticianWorksite Address:5435 E 16th St. Indianapolis IN 46218CAI Contract Manager (CAI Use Only):Anna ZelkoEngagement Type: ContractPay Rate:$ 0.01-14.00 / hrJob SummaryNeuro Diagnostic Institute (NDI) needs one barber/beautician to provide services at the hospi...

Title/Role:IN-IDOH- Business Operations AnalystWorksite Address:Local candidates only 2N Meridian Indy.CAI Contract Manager (CAI Use Only):Elias AtallahEngagement Type: ContractPay Rate:$0.01-40.75 / hrJob SummaryThe Business Operations Analyst in the Office of Data and Analytics (ODA) develops and...

Title/Role:IN - IN-DCS-Clerical AssistantWorksite Address:South Bend Ft. Wayne IndianapolisINCAI Contract Manager (CAI Use Only):Anna ZelkoEngagement Type: ContractPay Rate:$ 0.01-27.78 / hrJob SummaryThe Clerical Assistant supports the Bureau of Developmental Disabilities Services (BDDS) District f...

Put Your Customer Service Skills to Work in Travel We are seeking friendly and dependable Travel Client Services Specialists who enjoy helping people and providing excellent customer experiences. In this remote role youll assist travelers throughout the vacation-planning process helping organize tra...