- CIBC (Chicago, IL)
- …other custodial services for high-net-worth individuals, their families, foundations and/or endowments. The Senior Client Service Associate executes the ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + ** Client … more
- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… 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 ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… more
- Morgan Stanley (West Palm Beach, FL)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate **Location:** *Florida-West Palm ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through… more
- Morgan Stanley (Seattle, WA)
- …**Wealth Management* **Title:** *Private Wealth Management Senior Registered Client Service Associate * **Location:** *Washington-Seattle* **Requisition ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Description** **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative… more
- Morgan Stanley (Wayzata, MN)
- …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** *Minnesota-Wayzata* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- JPMorgan Chase (Irvine, CA)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will ... Sales partners, and Bankers located in the United States and across the globe. Client Service Senior Associates are a trusted member of the client 's… more
- Aristotle Capital Management (Newport Beach, CA)
- …focused on research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The ... Senior Associate , Client Service is an integral part of APC's institutional business development team. The individual is responsible for RFPs and… more
- Kestra Financial (Raleigh, NC)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None ... Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients… more
- Coldstream Wealth Management (Mercer Island, WA)
- …reliability (the team's hours are 8 AM to 5 PM, Monday through Friday) Keyword: Senior Client Service Associate From: Coldstream Wealth Management ... has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Mercer Island teams you will… more
- HUB International (Rockville, MD)
- …and other client account forms + Run reports and provide status updates to senior client service associate (s) on new account forms, confirming ... we are passionate about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our… more
- Kestra Financial (Columbus, OH)
- …as point of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, ... The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent… more
- Kestra Financial (Raleigh, NC)
- …customer service , attention to detail, and time management skills * Supports Financial Advisor/ Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent… more
- Capital One (Richmond, VA)
- …great customer focused advocates to join the team. We are currently searching for a Senior Associate , Client Service . **Job Description & Ideal ... Creek 7 (12077), United States of America, Richmond, Virginia Senior Associate , Client Services Are...constraints or concerns + Keep internal and external stakeholders ( client , sales, service , operations, product) informed of… more
- WTW (Detroit, MI)
- **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively and in… 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
- Robert Half Office Team (El Segundo, CA)
- Description Job Title: Senior Client Services Associate Location: El Segundo, CA (100% Onsite) Salary: $80,000 - $100,000 per year Employment Type: Direct ... Hire Company Overview: As a Senior Client Services Associate , you...and professionally. + Coordinate with internal teams to ensure service delivery aligns with client needs and… more
- AON (Chicago, IL)
- …requests and questions within ability/knowledge. + Assist with the management of client relationships to provide superior customer service . + Facilitates the ... requests and questions within ability/knowledge. + Assist with the management of client relationships to provide superior customer service . + Facilitates the… more
- KPMG (Columbus, OH)
- **Business Title:** Senior Associate , Client and Engagement Acceptance **Requisition Number:** 119383 - 72 **Function:** Business Support Services **Area of ... are, join our team. KPMG is currently seeking a Senior Associate , Client and Engagement...interactions + Engage with stakeholders with respect to delivery, service line agreements (SLAs), escalating expedited requests + Use… more