- Wells Fargo (Ann Arbor, MI)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... via telephone, direct interaction and/or written correspondence + Facilitate FA and client requests for account related information and/or quotes + Schedule and… 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 ... Job Descriptions: Are you looking for a wealth management firm that values innovation, client ...to advance your career in financial services! As a Client Service Associate on one of our… more
- Morgan Stanley (Seattle, WA)
- …**Job:** **Wealth Management * **Title:** *Private Wealth Management Senior Registered Client Service Associate * **Location:** *Washington-Seattle* ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs)...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Capital One (Richmond, VA)
- West Creek 7 (12077), United States of America, Richmond, Virginia Senior Associate , Client Services Are you looking for a challenging role that includes the ... join the team. We are currently searching for a Senior Associate , Client Service. **Job...target turnaround times and quality levels; bring awareness to management any constraints or concerns + Keep internal and… more
- AON (Chicago, IL)
- …client ad-hoc requests and questions within ability/knowledge. + Assist with the management of client relationships to provide superior customer service. + ... client ad-hoc requests and questions within ability/knowledge. + Assist with the management of client relationships to provide superior customer service. +… more
- CIBC (Chicago, IL)
- …custodial services for high-net-worth individuals, their families, foundations and/or endowments. The Senior Client Service Associate executes the more ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed**...+ Experience in personal tax, financial planning or investment management + Strong client service commitment +… more
- Morgan Stanley (Burlingame, CA)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management * **Title:** * Senior Registered Client Service Associate ** **Location:** ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs)...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Capital One (Mclean, VA)
- Center 1 (19052), United States of America, McLean, Virginia Senior Associate - Client Development Capital One Shopping is looking for a Senior ... + At least 1 year of experience in a strategic client facing sales or account management role **Preferred Qualifications:** + 2+ years of affiliate, enterprise… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Description** **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's Council, ... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated,...and industry regulations. * Trading terminology. **Skill in** * Client Relationship Management (CRM) software, or similar… more
- JPMorgan Chase (Tempe, AZ)
- …the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve ... the globe. You are a trusted member of the client 's team and deeply connected to deliver the growth...and/or Custom Card products + Data Analytics & Change Management experience + Ability to influence others without direct… more
- CIBC (San Francisco, CA)
- …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 more ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed**...+ Experience in personal tax, financial planning or investment management + Strong client service commitment +… more
- KPMG (New York, NY)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 112753 - 68 **Function:** Tax Services **Area of ... KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate ...and the relocation process + Oversee and support the management of day-to-day services provided within our global HRS… more
- Publicis Groupe (New York, NY)
- …finance and marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a ... and provides the opportunity to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate Director and Operations… more
- JPMorgan Chase (Plano, TX)
- …and sales to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Client Consulting, you ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… more
- Publicis Groupe (Birmingham, MI)
- …countries, united to serve the world's best-known and most successful brands. **Overview** The Senior Associate , Client Operations will be part of a growing ... and provides the opportunity to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate Director and Operations… more
- JPMorgan Chase (Houston, TX)
- …and 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 ... Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related… more
- Publicis Groupe (Chicago, IL)
- …and sociology, psychology, and other liberal arts disciplines. **Overview** The role of the Senior Associate , Strategy is to be the day-to-day steward on media ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...all media recommendations. You will also be responsible for management , oversight and priority setting for respective Associates. Our… more
- WTW (Chicago, IL)
- **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders… more
- JPMorgan Chase (Plano, TX)
- …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 primary ... ultra-high net worth division of J. P. Morgan Wealth Management , offers US based clients and their advisors the...deposit account service-related needs of a JP Morgan Advisors client . You will be responsible for establishing, maintaining and… more
- M&T Bank (New York, NY)
- …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management . Delivers on the Client Service ... strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of… more