• CHRISTUS Health (Tyler, TX)
    …They work closely with the Service Desk to assist in responding to service requests. The Application System Analyst Senior must be able to analyze business ... Description Summary: The Application System Analyst Senior serves as a liaison between system end-users (customers), operational leaders, additional support… more
    JobGet (11/01/24)
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  • Latin America Private Bank - Senior

    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
    JPMorgan Chase (10/31/24)
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  • Senior Registered Client

    Morgan Stanley (Raleigh, NC)
    …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** *North Carolina-Raleigh* ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through… more
    Morgan Stanley (10/15/24)
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  • Private Wealth Management Senior Registered…

    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
    Morgan Stanley (09/27/24)
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  • Senior Registered Client

    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
    Raymond James Financial, Inc. (10/08/24)
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  • Client Service Senior

    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 ... 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
    JPMorgan Chase (10/06/24)
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  • JP Morgan Advisors - Senior Client

    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
    JPMorgan Chase (08/29/24)
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  • Client Service Associate

    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
    Kestra Financial (10/30/24)
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  • Client Service Associate

    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
    Coldstream Wealth Management (08/23/24)
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  • Client Service Associate

    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 (08/14/24)
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  • Client Service Coordinator

    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
    Kestra Financial (10/30/24)
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  • Senior Associate Health & Benefits,…

    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 ... Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively and in… more
    WTW (10/12/24)
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  • Senior Associate Broker, Aon Global…

    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
    AON (10/25/24)
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  • Senior Registered Client

    Wells Fargo (Charlotte, NC)
    **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
    Wells Fargo (11/01/24)
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  • Profit Formula Senior Client

    Wells Fargo (Sewickley, PA)
    **About this role:** Wells Fargo is seeking a Profit Formula Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Client Associate role to anticipate and proactively… more
    Wells Fargo (10/26/24)
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  • Global Executive & Private Client Group…

    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
    KPMG (09/04/24)
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  • Senior Associate - Client

    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
    Capital One (08/24/24)
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  • Senior Wealth Client

    M&T Bank (New York, NY)
    …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
    M&T Bank (10/16/24)
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  • JP Morgan Advisors - Senior Client

    JPMorgan Chase (Los Angeles, CA)
    …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client more
    JPMorgan Chase (11/01/24)
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  • Senior Client Onboarding Specialist

    C-4 Analytics (Wakefield, MA)
    …levels of accountability and customer service . We are currently hiring for a Senior Client Onboarding Specialist as we look to expand our team and support ... Senior Client Onboarding Specialist, REMOTE /...and developing kick-off materials. + Work closely with the Associate Vice President of Client Onboarding &… more
    C-4 Analytics (09/06/24)
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