- Morgan Stanley (Columbus, OH)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Other* **Title:** * Client Letters Associate - Client ... financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level...and develop client relationships. This is an Associate level position level position within Client … more
- Citizens (New York, NY)
- Description The Client Relations Associate supports Private Bank's residential loan and commercial real estate loan products. They will focus on processing, ... application process and services their needs post-loan close. The Client Relations Associate has a thorough understanding...research requests, and more. + Assist with preparing pre-approval letters , commitment letters , term sheets, and/or … more
- CIBC (San Francisco, CA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… more
- CIBC (Denver, CO)
- …for high-net-worth individuals, their families, foundations and/or endowments. The Senior Client Service Associate executes the more complex transactions ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed:** + Prepare and… more
- DA Davidson Companies (Missoula, MT)
- …periodic client mailings to enhance the relationship between the FA, the client and the Client Associate . What we offer:Competitive salary plus ... and to receive other benefits and privileges of employment. Please contact us to request accommodation. Keyword: Client Associate From: DA Davidson Companies more
- Raymond James Financial, Inc. (Dublin, OH)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- HUB International (Merrillville, IN)
- …Dress for Your Day Dress-Code + Service Awards **Here's Where You Come In** As a Client Success Associate , you will manage a growing book of business for our ... contracts, paperwork, and internal processing on accounts. + Implement Client Service Plans as directed by account team and\or...skills with an ability to compose clear and concise letters required + Ability to understand policy forms and… more
- VCA Animal Hospitals (Onalaska, WI)
- …* Accurately communicates medical/surgical information to clients. Page 3 of 4 * Send client cards and letters , ie, thank you notes, sympathy cards, welcome ... and their pets. Coordinate and represent all facets of client services. To serve as a good will ambassador...secure at all times. **If you are a current associate , you will need to apply through our internal… more
- Truist (Memphis, TN)
- …onboarding, following up with and consistently contacting clients and prospects** **with letters , emails, etc. to support RM's client contact strategy and ... Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments,… more
- Truist (Greensboro, NC)
- …Treasury onboarding, following up with and consistently contacting clients and prospects with letters , emails, etc. to support RM's client contact strategy and ... Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments,… more
- Truist (Gastonia, NC)
- …pro-actively following up with and consistently contacting clients and prospects with letters , emails, etc. to support RM's client contact strategy and ... Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments,… more
- Broadridge Financial Solutions (Edgewood, NY)
- …the Broadridge team. Broadridge is growing! We are seeking a contract Client Services Administrator (Shareholder Communication)to join our dynamic team based in our ... escalated shareholder inquires on behalf of the management team and forming letters advising the shareholder of additional information needed to complete certain… more
- City of New York (New York, NY)
- …monitoring. The Office of Constituent Services (OCS) is recruiting for a Principal Administrative Associate II's to function as a CLIENT ADVOCATES, who will: - ... Job Description APPLICANTS MUST BE PERMANENT IN THE PRINCIPAL ADMINISTRATIVE ASSOCIATE CIVIL SERVICE TITLE Under the direction of the Constituent Communications… more
- CGI Technologies and Solutions, Inc. (Washington, DC)
- **Support Associate Level IV** **Category:** Administration **Main location:** United States, District of Columbia, Washington **Position ID:** J1024-1567 ... US Citizenship is required. **Your future duties and responsibilities:** The Support Associate Level IV provides support to the Government staff and performs… more
- JPMorgan Chase (New York, NY)
- We are seeking a highly skilled and experienced Associate or Vice President to join our M&A Transaction Execution Group, offering an exceptional opportunity to ... drive growth within a leading financial institution. **Position Summary:** As an Associate /Vice President of the Transaction Execution Group in the Mergers and… more
- CIBC (Atlanta, GA)
- …Family Office Executives and Senior Relationship Managers in providing customized client service and is responsible for administrative services, interfacing with ... + Manage all aspects of gifting (cash, in-kind, gift letters , Crummey letters ) + Assist clients with...+ Complete first review of administrative reviews + Maintain/update client personal and account data on internal systems and… more
- KPMG (Philadelphia, PA)
- …or assist with technical sales + Ability to travel and work at client locations Additional Qualifications for Senior Associate : + Minimum three years ... **Business Title:** Associate /Senior Associate , R&D and Renewable Energy...language and documenting the credits through technical memoranda, opinion letters , quantitative workpapers, and more Additional responsibilities for Senior… more
- Raymond James Financial, Inc. (Memphis, TN)
- …experience and training to complete the process of external transfers of client 's assets. This position is composed of researching complex problems, monitoring work ... department statistical information and providing operational support to our clients. Associate in this role are expected to provide excellent customer service,… more
- CGI Technologies and Solutions, Inc. (Houston, TX)
- …to ensure information is recorded accurately into DOS systems. * Handle complaint letters /phone calls. * As requested by client , perform administrative review on ... **Support Associate Level III** **Category:** Administration **Main location:** United...to the Government staff and performs accounting functions, prepares letters , reports and specialized correspondence. Anticipated tasks include, but… more
- KPMG (Columbus, OH)
- **Business Title:** Senior Associate , Accounting Methods and Credit Services (AMCS) **Requisition Number:** 107442 - 72 **Function:** Tax Services **Area of ... as a firm KPMG is currently seeking a Senior Associate to join our Accounting Methods and Credit Services… more