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Client Services Representative (financial services) Jobs

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Client Services Representative (financial services)

Envestnet Asset Management

RESPONSIBILITIES: - Facilitating the process of opening and maintaining accounts - Managing Advisor inquiries - Fielding requests from internal groups regarding client accounts - Providing daily phone coverage for the region - Training advisor clients on website

3/25/2013  Chicago, IL  Save This Job

Account Services Representative

Envestnet Asset Management

DescriptionEnvestnet, Inc. (NYSE:ENV) is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger

3/25/2013  Charlotte, NC  Save This Job

Client Services Representative II

RealMed

GENERAL DESCRIPTION The Client Services Representative II is responsible for working with the transactions processing system to document and resolve all customer service contact from users. The Client Services Representative II will serve as first level support for Web/EDI

4/29/2013  Jacksonville, FL  Save This Job

Client Services Representative II

RealMed

GENERAL DESCRIPTION The Client Services Representative II is responsible for working with the transactions processing system to document and resolve all customer service contact from users. The Client Services Representative II will serve as first level support for Web/EDI

4/29/2013  Jacksonville  Save This Job

Client Solutions Representative

Regent Education

Corporate Profile Regent is a leading Software-as-a-Service provider of financial aid management software solutions with more than 30 years of industry experience. The company?s web-based, easy-to-use solutions interoperate with any established student information system. Regent

4/25/2013  Frederick, MD  Save This Job

Client Services Representative

NeoSaej

Job Description We are looking for a motivated, self-driven, and detail oriented Client Services Representative to join our team in Burlington, MA. You will be part of the Client Services team that is responsible for on-boarding, training and managing our personal finance

3/17/2013  Burlington, MA  Save This Job

Technical Support Representative

Andera Inc.

Andera, a venture-backed SaaS company, is transforming the way financial institutions acquire customers by providing a unified sales platform to simplify the account opening and lending process across online, mobile, and in-person experiences. We are motivated by the enormous

5/1/2013  Providence, RI  Save This Job

Technical Support Representative

GreatCall

Description About GreatCall GreatCall markets services and applications that help people using mobile devices to stay connected, safe and healthy. We work with partners to create solutions that fulfill these needs, and ensure our products are easy-to-use and backed by high

4/10/2013  Carlsbad, CA  Save This Job

Client Engagement Manager

York Telecom

Job Type : Full Time Shift/Hours : First Shift (Day) Career Level : Experienced (Non-Manager) Education : Bachelor's Degree Skill : Project Management -> Teamwork, Vendor Management, Communication Skills, Organizational Skills, Time Management Category : Project/Program

4/23/2013  Eatontown, NJ  Save This Job

Outside Sales Representative

Radianse

Job Description The Outside Sales Representative is responsible for meeting monthly, quarterly and annual financial and pipeline targets by identifying, qualifying, and closing sales opportunities following the Radianse sales process. The employee will sell Radianse's complete

4/22/2013  Andover, MA  Save This Job

Account Development Representative

Reval

About the Position: The Account Development Representative (ADR) is an entry level sales position that requires a smart, high energy sales person who has a burning desire to be successful. Our target accounts are the Global 2000 corporations. Our target contacts in these

4/25/2013  New York, NY  Save This Job

Inside Sales Representative (ISR)

Vox Mobile

Company Profile Would you like to join a fast growing technology company in Northeast Ohio? Vox Mobile is expanding its Inside Sales Force and is looking to add top notch talent to its growing team of professionals. Vox has 140 employees and is aggressively continuing employee

4/29/2013  Independence, OH  Save This Job

Community Service Representative

LiveOps

Monitor Virtual Chat room with a high degree of excellence in all below areas: Be online during scheduled times and ensure coverage for your scheduled times for Chat, Phone and Postbox support. Be knowledgeable about scripts/programs to answer agent questions. Become proficient

4/29/2013  Redwood City, CA  Save This Job

Community Service Representative

LiveOps

Monitor Virtual Chat room with a high degree of excellence in all below areas: Be online during scheduled times and ensure coverage for your scheduled times for Chat, Phone and Postbox support. Be knowledgeable about scripts/programs to answer agent questions. Become proficient

4/29/2013  Redwood City, CA  Save This Job

Enterprise Sales Representative

firstRain

The secret is out: every day more and more Fortune 500 companies are arming their Sales and Marketing teams with FirstRain Customer Intelligence?join us now and be part of the customer intelligence revolution! FirstRain, Inc. is a fast-growing and fast-paced Silicon Valley B2B

5/15/2013  San Mateo, CA  Save This Job

Senior Value Consultant

Guidewire Software

Stage 5: Profitable 

Senior Value ConsultantFoster City, CA, United StatesGuidewire Software is a provider of core system software to the global Property/Casualty (general) insurance industry. Designed to be flexible and scalable, Guidewire solutions give insurers the capability to deliver excellent

5/12/2013  Foster City, CA  Save This Job

Account Executive

Modo Labs

Modo Labs is looking for a top software sales representative with demonstrated experience selling software and technology solutions to the Enterprise market. Job responsibilities for this position include: prospecting, cold calling, qualifying opportunities, delivering a

4/22/2013  Cambridge, MA  Save This Job

Sr. Dir, Business Systems

Good Technology

Description Good Technology is the leader in secure enterprise mobility solutions on today?s most popular mobile devices?such as iPhone, iPad, Android and Windows Mobile?protecting both company and personal data. An exceptional user experience enhances productivity, wherever

4/15/2013  Sunnyvale, CA  Save This Job

Regional Solutions Architect - Southeast US

FireEye

Join one of the hottest and fastest growing start-ups in high technology. FireEye is a late stage pre-IPO company that is experiencing high growth as it redefines the security landscape to combat the next generation of cyber-attacks. Ranked #4 on the Deloitte 2012 Technology Fast

4/16/2013  Atlata, GA  Save This Job

Senior Project Manager

York Telecom

Job Type : Full Time Shift/Hours : First Shift (Day) Career Level : Experienced (Non-Manager) Education : Bachelor's Degree Skill : Project Management -> Teamwork, Vendor Management, Communication Skills, Organizational Skills, Time Management Category : Project/Program

4/23/2013  San Francisco, CA  Save This Job