- HUB International (Rockville, MD)
- …are passionate about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in ... + Run reports and provide status updates to senior client service associate (s) on new...services, insurance, or employee benefits including any knowledge of retirement plans and investments (1 year experience preferred but… more
- WTW (FL)
- …associates including consultants, actuaries, and other client -facing associates to ensure client satisfaction. The Lead Associate must be a subject matter ... client needs for a successful marketplace project (eg, employee experience or retirement consulting). + Demonstrate a consultative client approach, with an… more
- CIBC (Chicago, IL)
- …services for high-net-worth individuals, their families, foundations and/or endowments. The Senior Client Service Associate executes the more complex ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + ** Client … more
- JPMorgan Chase (Charlotte, NC)
- …the use of our complex treasury and cash management products and services. As a Client Service Sr. Associate within the Commercial Bank International ... located in the United States and across the globe. Client Service Senor Associates are a trusted...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health… more
- JPMorgan Chase (Chicago, IL)
- …broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Associate Lead within JP Morgan Advisors, you will be ... offers the opportunity to become a Subject Matter Expert within the team, manage Client Service Associates' daily workload, and help develop and execute the… more
- Bank of America (Charlotte, NC)
- Client Service Associate Charlotte, North Carolina **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... community that is culture driven, resilient, results focused and effective. **Job Description:** Client Service Associates will be co-located at a central site,… more
- JPMorgan Chase (Jersey City, NJ)
- …premier client service , JP Morgan is the place for you! As a Senior Client Service Associate within the Private Bank Latin America at JP Morgan you ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- JPMorgan Chase (Brooklyn, NY)
- …front line, ensuring that every interactions leaves a lasting positive impression. As a Client Service Associate in our Security Services Custody Client ... maximize opportunities in a diverse global markets. Job Responsibilities: + Provide excellent client service and support to internal and external clients daily +… more
- US Tech Solutions (South Jordan, UT)
- …a Subject Matter Expert for Brokerage Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance ... service , transparency, and empathy to clients and beneficiaries + Process & follow up client service requests to ensure completion in a timely manner + Set… more
- TD Bank (Marlton, NJ)
- …can provide you more specific details for this role. **Job Description:** The Private Client Service Associate II (PCSA) performs administrative tasks in ... maintenance needs on each of the platforms used to service client needs. **Depth and Scope:** +...plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex… 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 ... may include writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal and external stakeholders… more
- JPMorgan Chase (Newark, DE)
- …Hedge Funds who execute trades with any of JPMorgan's global equity trading desks. As a Client Service Associate in Equity Derivatives, you will be part of a ... products & services for institutional investors. JPMorgan's North American Equity Derivative Client Services is the primary point of contact for Institutional Asset… more
- WTW (Minneapolis, MN)
- …a Health & Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the ... quality standards + Proactively advising clients and ensuring the delivery of superior client service + Playing a key role in vendor procurement, negotiation,… more
- Raymond James Financial, Inc. (Southfield, MI)
- …a call center environment. Associate will provide a high degree of customer service through education to branch callers. Associate will also serve as a ... specialist processing complex financial transactions by evaluating, approving and completing retirement transactions in client accounts. **Essential Duties and… more
- Aristotle Capital Management (Newport Beach, CA)
- …research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior Associate ... RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc requests… more
- JPMorgan Chase (Tampa, FL)
- Do you love servicing clients? Come join our team! As a Client Service Account Manager in the Natural Resources team, you will support a portfolio of large ... organization acts as a central point of resolution to support the client 's business operations, identifies product/ service gaps and development opportunities,… 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 ... and flawless execution, resulting in the establishment of trusted partnerships with clients. Client Success Associate Role: The Client Success Associate… more
- WTW (Short Hills, NJ)
- …Institutions and Professional Services Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- HUB International (Denver, CO)
- …team player to join HUB International Investment Services, a nationally recognized Retirement Plan Consulting & Wealth Management Firm. This is a part-time position, ... as well as Salt Lake City offices + Facilitate account openings and new client integration + Monitor cash balances and distributions in wealth management clients +… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… more