- Christus Health (Tyler, TX)
- …They work closely with the Service Desk to assist in responding to service requests. The Application System Analyst Senior must be able to analyze business ... Description Summary: The Application System Analyst Senior serves as a liaison between system end-users (customers), operational leaders, additional support… 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
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Description** **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's ... Celebrating more than 60 years of rich history and recognition for service and excellence in the...Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is… more
- Morgan Stanley (Morristown, NJ)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Sr . Registered Client Service Associate **Location:** *New Jersey-Morristown* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… 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
- 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
- JPMorgan Chase (Houston, TX)
- …delivers premier client service , JP Morgan is the place for you! As a Senior Client Service Associate within the Private Bank Latin America at JP ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Raymond James Financial, Inc. (Rogers, AR)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Eastern Bank (Saugus, MA)
- …and images all relevant materials timely and accurately. + Covers office, supports other ( Sr .) Client Service Associate 's responsibilities in his/her ... in person, via telephone, and by email with any ongoing client service activities including requests for, or changes to, account information, contributions,… more
- JPMorgan Chase (Plano, TX)
- …and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Associate within JP Morgan Advisors, you will be the ... experience + Financial services and/or banking industry experience + 1-3 years of client service experience Chase is a leading financial services firm, helping… 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
- JPMorgan Chase (Plano, TX)
- …arise with the use of our complex treasury and cash management products and services. As a Client Service Sr . Associate in the Commercial Bank, you will ... Operations, Sales partners, and Bankers located in the United States and across the globe. Client Service Senor Associates are a trusted member of the client… more
- CIBC (Boston, MA)
- …experience in finance + Internship in Wealth Management a plus + Strong client service orientation + Excellent organizational and analytical skills with an ... 100 Federal Street, 37th Floor **Employment Type** Regular **Weekly Hours** 40 **Skills** Client Issue Resolution, Client Service , Customer Experience (CX),… more
- Robert Half Office Team (El Segundo, CA)
- …Advisory firm based out of El Segundo, California is seeking a self-motivated and dynamic Client Service Associate for a multi-faceted service and ... for service and support of firm's partners, senior Client Service Associates, and...Requirements Preferred qualifications: * 2-3 years recent experience as client associate or similar role at wealth… 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
- JPMorgan Chase (Boston, MA)
- …that enable our world class team to achieve great results for clients. As a Client Service Associate within the Global Fund Services Operations Service ... you will be a key member of a fund service team responsible for high quality service ...ensure issues are resolved in a timely manner and client status updates are communicated to senior … more
- JPMorgan Chase (Chicago, IL)
- …of study plus 5 years of experience in the job offered or as Client Service , Client Service Associate , Tax Analyst, Financial Analyst, or related ... identify tax credit reallocation risk; presenting tax elections for investments to senior management for approval; accounting and valuation methods used under GAAP;… more
- Morgan Stanley (Pepper Pike, OH)
- …the Financial Advisors / Private Wealth Advisors * Assigns work to team's Client Service Associate as appropriate * Coordinates enrollment campaigns/meetings ... client questions and concerns. The Wealth Management Analyst/ Associate is an integral member of the advisory team...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Morgan Stanley (Long Beach, CA)
- …basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... and financial planning. *DUTIES and RESPONSIBILITIES:* * Client Support:* * As a senior member of the service team, provide coverage for an FA/PWA/team… 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
