- HUB International (Bethesda, MD)
- …are passionate about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in ... + Run reports and provide status updates to senior client service associate (s) on new...services, insurance, or employee benefits including any knowledge of retirement plans and investments (1 year experience preferred but… 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
- 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
- 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 ... 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
- 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 ... 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
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR - Commercial Bank, Brokerage Support, New York, NYC. * *WHAT IS THE OPPORTUNITY?* This is a hybrid service role that ... 7 and 63 or 66 licenses *Skills and Knowledge* * 5 years experience in client service , banking operations or relationship management support * 5 years of… more
- CIBC (New York, NY)
- …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 ... investment 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… more
- JPMorgan Chase (Plano, TX)
- …premier client service , JP Morgan is the place for you! As a Digital Client Service Associate within the US Private Bank at JP Morgan you will be ... institutional clients. You will work in a team-oriented environment with Bankers, Client Service Associates, various Product Partners, and Operations teams to… 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 (Tempe, AZ)
- …delivers premier client service , JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at JP Morgan you will be ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- The Walt Disney Company (Anaheim, CA)
- …multiple Wealth Advisors with accumulated AUM totaling $100 million or more. The Executive Client Service Associate is responsible for performing in this ... and sales goals. This role also involves identifying and servicing client /member financial needs by means of cross-selling multiple financial products/services in… more
- Raymond James Financial, Inc. (Torrance, CA)
- … with integrity is the foundation of everything we do. **Job Summary** We are seeking a Client Service Associate to add to our team. This person must have ... fast-paced and fun work environment. Responsibilities include but not limited to: + New client onboarding + Ongoing client service and communication + Money… more
- American Red Cross (DC)
- …and technology policy, compliance, and standards to reduce risk. This Associate Service Designer will support our disaster client care digital products. RC ... our digital products support successful mission delivery. As an Associate Service Designer, you will apply design...services to our clients in need 24/7. The Shelter Client Information App is a new mobile application used… more
- ADP (La Palma, CA)
- ADP is hiring customer service professionals for their ** Associate Client Support Consultants** positions. Hybrid position, Monday thru Friday work week. + ... training their users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you… more
- JPMorgan Chase (Chicago, IL)
- …premier client service , JP Morgan is the place for you! As a Digital Client Service Associate within the Private Bank team you will be the primary ... to the client online experience. **Job responsibilities** + Provide exceptional service and flawless execution on client requests and inquiries + Follow… more
- JPMorgan Chase (Orem, UT)
- …of security, customer control and convenience, and privacy. Job Summary: As a Technical Client Service Associate in the front office team, you will ... and effectively communicate as well as escalate issues to client and internal employees. Job responsibilities + Research, diagnose,...customers within SLAs as defined by the level of Service purchased by the customer + Prioritize all customer… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... for clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. What you will do… 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
- Banco Popular Puerto Rico (San Juan, PR)
- Date: Feb 14, 2025 Location: San Juan, 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
- JPMorgan Chase (Boston, MA)
- …plus years of related industry experience in Trade Compliance Monitoring, Investment Operations, or Client Service . + Proven client service and ... team to achieve great results for clients. As an Associate II within the Data Solutions Operations team, you...reviews. + Lead project management efforts and maintain large-scale client relationships, managing complex 40 Act and Pension and/or… more