- Morgan Stanley (New York, NY)
- …sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate - Spanish/ English Bilingual* **Location:** *New ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional ...Two or more years of industry experience preferred * Spanish/ English Bilingual *Knowledge/Skills* * Knowledge of financial services products,… more
- Morgan Stanley (Miami, FL)
- …**Job:** **Wealth Management* **Title:** *Private Wealth Management Client Service Associate Bilingual Spanish/ English **Location:** *Florida-Miami* ... by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of… more
- Morgan Stanley (Miami, FL)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate - Bilingual Spanish/ English **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates - Bilingual Spanish/ English (CSAs) help shape the future of service by modernizing the client… more
- Morgan Stanley (Miami, FL)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate - Bilingual: Spanish/ English * **Location:** ... *POSITION SUMMARY* Client Service Associates provide exceptional ...of theFA/PWA *EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:* * Bilingual: Spanish/ English * High School Diploma/Equivalency * College degree preferred… more
- Morgan Stanley (Miami, FL)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate - Bilingual Portuguese/ English , Spanish/ English ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Citigroup (Miami, FL)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Truist (Houston, TX)
- …won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please ... business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Zions Bancorporation (Bacliff, TX)
- …currently seeking a dynamic and customer-focused individual to join our team as a Part-time Client Service Associate (Teller) to service our clients and ... to the bank's security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service Manager and/or Branch… more
- ADP (El Paso, TX)
- ADP is hiring an ** Associate Client Support Consultant.** + _Are you ready to join a company offering career advancement opportunities throughout your career ... technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your...can work overtime hours during peak seasons. + Bilingual ( English /Spanish) A college degree is great but not required.… more
- Google (New York, NY)
- …work towards strategic goals in a fast-paced environment. + Excellent client service , relationship building, organizational, investigative, problem-solving, and ... existing businesses grow. Using your relationship-building skills, you provide Google-caliber client service , research and market analysis. You anticipate how… more
- Morgan Stanley (Pasadena, CA)
- …* Coordinates enrollment campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates and develops ... across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- BMO Financial Group (Tempe, AZ)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... English and Japanese bi-lingual language skills are preferred...writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal… more
- Truist (Louisville, KY)
- …won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please ... week out of the assigned location: 401 West Main Street, Louisville, KY Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty… more
- Truist (Winter Park, FL)
- …won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Truist (Columbia, MD)
- …won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please ... development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible… more
- Siemens (Rolling Meadows, IL)
- …buildings; it's about creating perfect places that improve people's lives. Our ** Associate Client Service Managers (ACSM)** establish the foundation ... for our customer's service and digital experience by focusing on account management.... contracts + Verbal and written communication skills in English + Legally authorized to work in the United… more
- Morgan Stanley (Sandy, UT)
- …management of corporate clients and their equity administration plan terms and associated service offerings. Client Success Management: The Client Success ... Success Management organization is to deliver best in class service , ease of use, and flawless execution, resulting in...resulting in the establishment of trusted partnerships with clients. Client Success Associate Role: The Client… more
- Zions Bancorporation (Wellton, AZ)
- …- come for the job, stay for a career. NBAZ is looking for a seasoned Part-Time Client Service Associate (Teller) - 32 Hours to join Arizona's #1 Community ... High School Diploma or equivalent and some cashiering, customer service , balancing or other related experience. Schedule: Monday -...skills. + Ability to cross-sell bank products based on client 's needs. + Bilingual proficiency in English … more
- JPMorgan Chase (Salt Lake City, UT)
- …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. ... providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of… more