- Charles Schwab (Lone Tree, CO)
- …Services (SPS) provides a variety of solutions to large, publicly traded companies. The Senior Client Service Administrator role is responsible for creating ... clients. Working with the Client Service Managers, the Senior Client Service Administrator will oversee the relationship's daily processing and lead… more
- CIBC (St. Louis, MO)
- …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 more ... resolution. This role also provides oversight on some aspects of the Client Service Associate's responsibilities. At CIBC we enable the work environment most… more
- Raymond James Financial, Inc. (Richmond, VA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Senior Client Service Associate who is a motivated, detail oriented ... 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
- CIBC (Tampa, FL)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Senior Client Service Associate, you will execute the ... You will also provide oversight on some aspects of the Client Service Associate's responsibilities. + Demonstrate a passionate commitment to servicing clients… more
- Morgan Stanley (Atlanta, GA)
- *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate **Location:**… more
- Morgan Stanley (Seattle, WA)
- *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through ... its workforce. M/F/D/V **Job:** **Wealth Management* **Title:** *Private Wealth Management Senior Registered Client Service Associate* **Location:**… more
- Aristotle Capital Management (Newport Beach, CA)
- …on research, investment management and client success. We are currently seeking a Senior Associate, Client Service to join our team. The Senior ... RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc requests… more
- JPMorgan Chase (Irvine, CA)
- …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 resolve ... Sales partners, and Bankers located in the United States and across the globe. Client Service Senior Associates are a trusted member of the client 's… more
- JPMorgan Chase (Tempe, AZ)
- … service . Help be the reason our client stay with Chase! As a Client Service Senior Manager within the Commercial Bank, you will lead the business, ... Lead a team or teams of Client Service professionals who advise our moderate to complex Commercial Bank clients. Manage multiple internal and external… 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 ... business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct… more
- PNC (Houston, TX)
- …within the PNC Private Bank organization, you will be based in Houston, TX. The Senior Client Service Associate serves as the primary point of contact ... related activities. As the owner of the service experience, the Senior Client Service Associate also partners closely with the Advisors, Middle Office,… more
- Bank OZK (Ellijay, GA)
- …and lead day-to-day responsibilities. Lead by example and provide exceptional customer service at all times Essential Job Functions + Manage direct reports, ... execute against defined business development goals, operational effectiveness, and service standards. + Ensure continuous improvement and engagement of the… more
- Broadridge Financial Solutions (Edgewood, NY)
- …team on new cards, changes and uploads. Create and amend Smart Forms for Client Corporate Solutions, Proxy Agent Services and Management. + Provide guidance to ... Client Facing Reps, Proofreaders, and the Desktop Publishing Group...(https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service -Profit Chainthe idea that success is mutual, directly connecting… more
- Arena Investors LP (New York, NY)
- …$3.5 billion primarily for institutional investors globally. Arena is looking to expand its Client Service and Marketing team with the addition of a Senior ... * This individual will serve as the lead analyst on Arena's Client Service and Marketing team, overseeing Arena's current analyst team in the production… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* *WHAT IS THE OPPORTUNITY?* This is a hybrid service role that will support select investment account related ... FINRA Series 24: General Securities Principal * 5 years experience in client service , banking operations or relationship management support * 5 years of… more
- Raymond James Financial, Inc. (Charleston, SC)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...manage and standardize best practices for various activities: new client on-boarding, + large client liquidity events,… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Job Description** Responsibilities Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and ... mailings. Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- **Job Description** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of ... * Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Kestra Financial (Raleigh, NC)
- …in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None Knowledge, ... We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve… more
- CIBC (Denver, CO)
- …custodial services for high-net-worth individuals, their families, foundations and/or endowments. The Senior Client Service Associate executes the more ... This role also provides oversight on some aspects of the Client Service Associate's responsibilities. **How you'll succeed:** + Prepare and process new… more
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