- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . This role ... is responsible for establishing, maintaining and building client relationships. The Client Service Associate Lead works in a team-oriented environment… more
- JPMorgan Chase (Plano, TX)
- The Client Service Associate is the primary point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . This role ... is responsible for establishing, maintaining, and building client relationships. The Client Service Associate works in a team-oriented environment with… more
- CIBC (Denver, CO)
- …services for high-net-worth individuals, their families, foundations and/or endowments. The Senior Client Service Associate executes the more complex ... 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 (Elgin, IL)
- As a Client Service Associate , you will be a part of a fun, engaging, empowered, and inclusive team environment where we care about each other and every ... Client , and the JPM Private Bank. Successful Client Service Associates, under the guidance of...business and investment acumen; knowledge of Investment Products, Individual Retirement Accounts (IRAs) etc. + Effective 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 (Tempe, AZ)
- Apply today for an opportunity to join an amazing team! As a Senior Client Service Associate within Dealer Services, you will be responsible for various ... clients. You will serve as the primary point of service contact for each client within your...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health… more
- JPMorgan Chase (Newark, DE)
- …delivers premier client service , JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at JP Morgan you will be ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Bank of America (Chandler, AZ)
- Client Service Associate Chandler, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... 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 (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
- JPMorgan Chase (Dallas, TX)
- …and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Associate with 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
- 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 management. To… 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
- BlackRock (Chicago, IL)
- **About this role** **SpiderRock Advisors Client Service -- Analyst/ Associate ** Seeking talented Client Onboarding and Investment Analysts/Associates who ... process. **Key Responsibilities:** + Manage the account opening and client documentation workflow from creation, collection, negotiation oversight and execution… more
- WTW (Minneapolis, MN)
- As 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
- 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
- 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
- JPMorgan Chase (Chicago, IL)
- …with Bankers and Anti-Money Laundering/Know Your Customer Operations to ensure all client Know Your Customer records are compliant with regulatory standards, and ... will ensure high quality and timely completion of all client -level due diligence requirements at inception and renewal of client relationships. **Job… 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
- Morgan Stanley (Tempe, AZ)
- …terms and associated service offerings for both public and private markets. * Client Success Management:* Client Success Management (CSM), which is part of ... the Service Delivery organization, provides ongoing corporate client ...with our clients. * * * * * * * Client Success Associate Role:* The Client… 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