- HUB International (Cincinnati, OH)
- …simultaneously? If the answer is yes, we have the perfect opportunity for you._ _Our Client Service Associate position is a great starting point within our ... Retirement & Private Wealth practice, where you can learn...you can learn the business from an administrative and service standpoint while supporting our RPW producers, with opportunities… more
- CIBC (Denver, CO)
- …services for high-net-worth individuals, their families, foundations and/or endowments. 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
- JPMorgan Chase (Elgin, IL)
- As a Client Service Associate , you will be a part of a fun, engaging, empowered, and inclusive team environment where we care about each other and every ... Client , and the JPM Private Bank. Successful Client Service Associates, under the guidance of...business and investment acumen; knowledge of Investment Products, Individual Retirement Accounts (IRAs) etc. + Effective client … more
- JPMorgan Chase (Plano, TX)
- …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 ... located in the United States and across the globe. Client Service Associates are a trusted member...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health… more
- WTW (Salt Lake City, UT)
- …associates including consultants, actuaries, and other client -facing associates to ensure client satisfaction. The Lead Associate must be a subject matter ... client needs for a successful marketplace project (eg, employee experience or retirement consulting). + Demonstrate a consultative client approach, with an… more
- JPMorgan Chase (Tempe, AZ)
- Apply today for an opportunity to join an amazing team! As a Senior Client Service Associate within Dealer Services, you will be responsible for various ... clients. You will serve as the primary point of service contact for each client within your...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health… more
- JPMorgan Chase (Chicago, IL)
- …broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Associate Lead within JP Morgan Advisors, you will be ... offers the opportunity to become a Subject Matter Expert within the team, manage Client Service Associates' daily workload, and help develop and execute the… more
- JPMorgan Chase (Newark, DE)
- …premier client service , JP Morgan is the place for you! As a Client Service Associate within the Private Bank Global Families Group at JP Morgan ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- JPMorgan Chase (Brooklyn, NY)
- …front line, ensuring that every interactions leaves a lasting positive impression. As a Client Service Associate in our Security Services Custody Client ... maximize opportunities in a diverse global markets. Job Responsibilities: + Provide excellent client service and support to internal and external clients daily +… more
- Eastern Bank (Saugus, MA)
- …all relevant materials timely and accurately. + Covers office, supports other (Sr.) Client Service Associate 's responsibilities in his/her absence, and ... assists clients in person, via telephone, and by email with any ongoing client service activities including requests for, or changes to, account information,… more
- JPMorgan Chase (Chicago, IL)
- …and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Associate with JP Morgan Advisors, you will be the ... experience + Financial services and/or banking industry experience + 1-3 years of client service experience Chase is a leading financial services firm, helping… more
- JPMorgan Chase (Boston, MA)
- …that enable our world class team to achieve great results for clients. As a Client Service Associate within the Global Fund Services Operations Service ... you will be a key member of a fund service team responsible for high quality service ...ensure issues are resolved in a timely manner and client status updates are communicated to senior management. To… more
- BMO Financial Group (Thornton, CO)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... may include writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal and external stakeholders… more
- BlackRock (Chicago, IL)
- **About this role** **SpiderRock Advisors Client Service -- Analyst/ Associate ** Seeking talented Client Onboarding and Investment Analysts/Associates who ... process. **Key Responsibilities:** + Manage the account opening and client documentation workflow from creation, collection, negotiation oversight and execution… more
- Raymond James Financial, Inc. (Southfield, MI)
- …a call center environment. Associate will provide a high degree of customer service through education to branch callers. Associate will also serve as a ... specialist processing complex financial transactions by evaluating, approving and completing retirement transactions in client accounts. **Essential Duties and… 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
- Banco Popular Puerto Rico (Manati, PR)
- Date: Oct 9, 2024 Location: Manati, PR Company: Popular Workplace Type: On-site Client Service Associate Job Type This is a Full Time Opportunity. General ... loyalty with the entire portfolio of Popular Securities clients. Provide an excellent service through a personalized relationship, work as a team with the Financial… more
- Morgan Stanley (Sandy, UT)
- …management of corporate clients and their equity administration plan terms and associated service offerings. Client Success Management: The Client Success ... and flawless execution, resulting in the establishment of trusted partnerships with clients. Client Success Associate Role: The Client Success Associate… more
- HUB International (Denver, CO)
- …team player to join HUB International Investment Services, a nationally recognized Retirement Plan Consulting & Wealth Management Firm. This is a part-time position, ... as well as Salt Lake City offices + Facilitate account openings and new client integration + Monitor cash balances and distributions in wealth management clients +… more
- WTW (Los Angeles, CA)
- …Divisions (IVD) or Geographical Divisions. + Public Sector & Education, The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more