- Daiichi Sankyo, Inc. (Bernards, NJ)
- …and statutory regulations. This position will be responsible for providing exceptional client service to the employee population, promptly addressing all related ... queries and concerns, and streamlining and improving our payroll and accounting processes to ensure "best in class" services. This person is instrumental in identifying strategic initiatives to support changing payroll tax regulations and supporting a complex… more
- Aequor (Thousand Oaks, CA)
- …Proven ability to manage difficult conversations and interactions Demonstrated customer service / client orientation Proficiency in Microsoft Office Suite, E-mail ... years of HR Business Partner/Generalist and/or Staff/Employee Relations experience Or Associate 's degree and 8 years of HR Business Partner/Generalist and/or… more
- JB Poindexter & Co (Newcomerstown, OH)
- …initiatives, and tasks within designated areas of responsibility, adhering to all service level agreements established by the HR organization. The Human Resources ... Generalist manages the people management-related agenda at the internal client . The generalist manages change management projects and manages the HR related internal… more
- Aristotle Capital Management (Newport Beach, CA)
- …research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior Associate ... RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc requests… more
- Kestra Financial (Raleigh, NC)
- 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 ... goals and work toward creating the life they envision. Who We Want: The client service associate plays a critical role in the back-office functioning of our… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... be based in Baltimore, MD. The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client … more
- HUB International (Austin, TX)
- …substantially, in part due to our industry leading success in mergers and acquisitions The Client Service Associate is a critical part of the HUB Investment ... As one of the first associates a client connects with, the client service associate is instrumental in making sure clients have a positive experience… more
- KeyBank (Naples, FL)
- **Location:** 12830 University Drive - Fort Myers, Florida 33907 **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team ... from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts. + Identify opportunities to retain and expand… more
- Kestra Financial (Avon, CT)
- We are seeking a dedicated Client Service Associate to join our dynamic team, contributing to our commitment to exceptional customer service . In this ... and a passion for providing superior support to our customers. As a Client Service Associate , you will collaborate with various departments to deliver… more
- CIBC (Boston, MA)
- …services for high-net-worth individuals, their families, foundations and/or endowments. 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** + ** Client … more
- Coldstream Wealth Management (Bellevue, WA)
- …Coldstream has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Bellevue teams you ... + Excellent reliability (the team's hours are 7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream Wealth Management more
- Nuveen Investments (Chicago, IL)
- Client Service Associate , AVP, will partner closely with product, distribution, operations, technology, shareholder services and others (including 3rd Party ... experience to intermediaries, advisors and end-investors in Nuveen Alternative investment offerings. Client Service Associate , AVP oversees and administers… 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 ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… more
- CIBC (St. Louis, MO)
- …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 complex ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. At CIBC we enable the work environment… more
- CIBC (Atlanta, GA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate , you will provide day-to-day ... management accounts, IRAs, foundations) and act as a trusted partner to the Client Service Manager(s) by serving as their primary point of contact for client… more
- CIBC (Tampa, FL)
- …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 more ... resolution. You will also provide oversight on some aspects of the Client Service Associate 's responsibilities. + Demonstrate a passionate commitment to… more
- HUB International (Bethesda, MD)
- …and we are passionate about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team ... account forms + Run reports and provide status updates to senior client service associate (s) on new account forms, confirming account transition, creating… more
- JPMorgan Chase (Irvine, CA)
- …with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve ... Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client 's team and deeply… more
- JPMorgan Chase (Tempe, AZ)
- …with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve ... Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client 's team and deeply… more
- Raymond James Financial, Inc. (Greenville, SC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **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
