- International Shoppes, LLC (Queens, NY)
- … experience and possess exceptional customer service skills + Caring, authentic trusted client advisor: an intuitive sales associate with a passion for ... join our exciting team. Job Description The Luxury Boutique Associate provides excellent and specialized customer service ...every decision. + The ability to meet and exceed sales objectives + Desire to learn + Ability to… more
- Bank of America (West Palm Beach, FL)
- …resilient, results focused and effective. **Position Overview:** The **Registered Wealth Management Client Associate ** role is a sales support position, ... Registered Wealth Management Client Associate WEST PALM BEACH, Florida...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- Comerica (Dallas, TX)
- Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... * This position holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork....below. * Assists with the opening and maintenance of client accounts and records. * Ensure completion of all… more
- CBRE (Irvine, CA)
- …administrative support to an office or group of sales professionals. The Client Services Associate collects, compiles, and analyzes sophisticated data ... Services Assistant Job ID 194204 Posted 26-Nov-2024 Service line Advisory Segment Role type Full-time Areas of...United States of America **About the Role:** As a Client Services Associate you will… more
- BrightView (Albuquerque, NM)
- …sustain long-term relationships, focusing on both client retention and ancillary sales . The Associate Account Manager works with clients within the Senior ... portfolio + Identifying and pursuing opportunities to sell ancillary services + Generating referrals from existing client ...and assist Senior Account Manager in overall leadership of Client Service Team + Maintaining satisfactory Accounts… more
- Morgan Stanley (Alpharetta, GA)
- …organization? The Morgan Stanley Virtual Client Solutions team is seeking a* Client Service Associate ** *to help provide exceptional client ... existing clients and Financial Advisor teams. *Position Overview*: The * Client Service Associate * is responsible...to be successful in this role. *How Morgan Stanley Client Services Professionals Make an Impact*: *… more
- PNC (Baltimore, MD)
- …all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any ... valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will… more
- Zions Bancorporation (Salt Lake City, UT)
- …talent; we bring the opportunity. Zions Wealth Management is currently seeking an experienced Client Account Service Associate (CASA). The CASA manages the ... Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks...as administrative and operational support to Wealth Advisors. The Client Account Service Associate is… more
- JPMorgan Chase (Charlotte, NC)
- …of our complex treasury and cash management products and services . As a Client Service Sr. Associate within the Commercial Bank International Service ... client requests while working in partnership with Service Operations, Sales partners, and Bankers located...clients + Influence internal partners to recommend products and services based on knowledge of client behaviors… more
- Bank of America (Charlotte, NC)
- Client Service Associate Charlotte, North...of CSAs reporting in. * The Client Service Associates role is a sales support position, ... community that is culture driven, resilient, results focused and effective. **Job Description:** Client Service Associates will be co-located at a central site,… more
- M&T Bank (Paramus, NJ)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... **Overview:** Supports servicing and related sales enablement activities to drive new client...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- CIBC (San Francisco, CA)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** 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** + Prepare… 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
- JPMorgan Chase (New York, NY)
- …expanded, integrated and best-in-class suite of end-to end capabilities for our clients. As an Associate in Securities Services Sales , you will serve as a ... Sales & Client Executive for the Securities Services businesses...opportunities. + Working effectively with internal partners across product, service and operations to deliver a best in class… more
- Kestra Financial (Castle Rock, CO)
- Summary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship ... This position requires a strong understanding of the financial services industry and products and is critical in handling...advisors of a large book of business including managing client needs regarding service , administrative tasks and… 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 ... will work in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office and operations teams...industry experience + 1-3 years of client service experience Chase is a leading financial services… more
- Morgan Stanley (New York, NY)
- …Number" and click "Search jobs." No calls please. EOE **Job:** ** **Title:** * Associate , Client Services * **Location:** *New York-New York* **Requisition ... _Morgan Stanley & Co. LLC seeks an Associate , Client Services__in New York, New...an expert for specific markets, providing meaningful color to sales and clients on trades and positioning. Communicate and… more
- Citigroup (Washington, DC)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- Zions Bancorporation (League City, 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 ... record. + Utilize knowledge of available bank products and services to expand and increase client relationships....+ Minimum of 6 months of experience in customer service , banking, cashiering, balancing, and sales or… 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 ... for institutional investors. JPMorgan's North American Equity Derivative Client Services is the primary point of...The role requires you to interact daily interaction with Sales Traders, Clients, Service Providers and Operations… more
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