- 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
- 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
- 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 (Houston, TX)
- …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
- 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
- JPMorgan Chase (Tempe, AZ)
- …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 ... client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the...Chase standards and operating principles + Develop long term client relationships + Proactively work to determine service… 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 (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 ... + Financial services and/or banking industry experience + 1-3 years of client service experience Chase is a leading financial services firm, helping nearly half… 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
- 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
- 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
- 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
- Wells Fargo (Deerfield, IL)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… 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 ...a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied +… 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 ... leveraging Capital One Shopping's suite of solutions. In this client -facing role, the team is looking for a highly...for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp.… more