- Morgan Stanley (Wellesley, MA)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate - Mandarin/ English Bilingual **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (Palo Alto, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate - Bilingual English /Mandarin* **Location:** ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Morgan Stanley (Miami, FL)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management Client Service Associate -Bilingual:Spanish / English * ... experience through an elevated standard of care. The Client Service Associate assists with...(or 63 and 65 _*Knowledge/Skills*_ _**_ * Bilingual Spanish/ English * Strong computer skills and knowledge of Microsoft… more
- Morgan Stanley (Miami, FL)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate - Bilingual Spanish/ English **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates - Bilingual Spanish/ English (CSAs) help shape the future of service by modernizing the client… more
- Morgan Stanley (Miami, FL)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate - Bilingual Portuguese/ English , Spanish/ English ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Citigroup (Miami, FL)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …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...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Truist (Houston, TX)
- …won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please ... business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Zions Bancorporation (Baytown, TX)
- …We are currently seeking a dynamic and customer-focused individual to join our team as a Client Service Associate (Teller) to service our clients and ... security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service ...sales or a related field. + Bilingual proficiency in English and Spanish languages, is preferred. + Prior experience… more
- Morgan Stanley (Alpharetta, GA)
- …organization? The Morgan Stanley Virtual Client Solutions team is seeking a* Client Service Associate ** *to help provide exceptional client ... existing clients and Financial Advisor teams. *Position Overview*: The * Client Service Associate * is responsible...degree preferred * Must be fluent in French and English (Verbal, Written, Reading) * Relevant industry and customer… more
- Morgan Stanley (Pasadena, CA)
- …* Coordinates enrollment campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates and develops ... across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Robert Half Office Team (Boston, MA)
- Description We are offering a short term contract employment opportunity for a Client Service Associate in Boston, Massachusetts. This role involves ... 1-10 lines * Uphold the organization's commitment to excellent client service . Requirements * Proficient in handling...including weekends and holidays as required. * Proficient in English language for effective communication. * High level of… more
- BMO Financial Group (Tempe, AZ)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... English and Japanese bi-lingual language skills are preferred...writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal… 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
- JPMorgan Chase (Sherman, TX)
- …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. ... education and advice tailored to suit their financial needs. As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to… more
- Truist (Fayetteville, NC)
- …won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… 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 ... Success Management organization is to deliver best in class service , ease of use, and flawless execution, resulting in...resulting in the establishment of trusted partnerships with clients. Client Success Associate Role: The Client… more
- Zions Bancorporation (Ajo, AZ)
- …endless - come for the job, stay for a career. NBAZ is looking for a seasoned Client Service Associate (Teller) to join Arizona's #1 Community Bank in our ... High School Diploma or equivalent and some cashiering, customer service , balancing or other related experience. Schedule: Monday -...skills. + Ability to cross-sell bank products based on client 's needs. + Bilingual proficiency in English … more
- JPMorgan Chase (Davie, FL)
- …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. ... providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of… more
- KPMG (Stamford, CT)
- … models to support a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied + Serve as a central ... **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition...overseeing our Japanese and Korean bilingual staff + Maintain service focus centered on supporting Japanese and Korean headquartered… more