- JPMorgan Chase (Charlotte, NC)
- …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 (Chicago, IL)
- …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
- 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 ... 63 or 66 licenses *Skills and Knowledge* * 5 years experience in client service , banking operations or relationship management support * 5 years of experience… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Client Service Associate Employment Type: Full-Time ... experienced Client Service Associate to join their team. The Senior Client Service Associate works alongside a Senior Financial Advisor… more
- CIBC (San Francisco, CA)
- …about 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 ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… more
- City National Bank (Los Angeles, CA)
- …for verification purposes. *Must-Have** * Minimum 4 years experience in client service , banking operations or relationship management support required. ... *ACCOUNT OFFICER SENIOR * WHAT IS THE OPPORTUNITY? This person is...and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to proactively… more
- City National Bank (Los Angeles, CA)
- …site inspection for verification purposes. *Must-Have** * 4 years experience in client service , banking operations or relationship management support required. * ... *ACCOUNT OFFICER SENIOR CRE* WHAT IS THE OPPORTUNITY? This person...and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to proactively… more
- Aristotle Capital Management (Newport Beach, CA)
- …focused on research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The ... Senior Associate , Client Service is an integral part of APC's institutional business development team. The individual is responsible for RFPs and… more
- JPMorgan Chase (Tempe, AZ)
- …enjoy servicing a portfolio of financial clients, this could be the role for you! As a Client Service Account Manager within the Client Service team, you ... organization acts as a central point of resolution to support the client 's business operations, identify product/ service gaps and development opportunities, and… more
- Raymond James Financial, Inc. (Melbourne, FL)
- …provide crucial support to the financial advisors and branch office. Opens new client accounts, research client and security information and tracks daily ... for clients and college payments. Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. Oversees the… more
- Robert Half Finance & Accounting (CA)
- …manage scheduling, preparation, and follow-ups. + Maintain accurate CRM records and handle client service requests. + Assist in financial planning analysis and ... prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning....data management. + Participate in client meetings and strategy discussions. + Act as a… more
- 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 (Kings Park, NY)
- …daily in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities ... Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes… more
- 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
- Capital One (Richmond, VA)
- …great customer focused advocates to join the team. We are currently searching for a Senior Associate , Client Service . **Job Description & Ideal ... Senior Associate , Client Services... Senior Associate , Client Services Are you looking...be regularly worked. Charlotte, NC: $78,400 - $89,500 for Client Service Sr. Associate Melville,… more
- Raymond James Financial, Inc. (Westlake, OH)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (Charleston, 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
- Raymond James Financial, Inc. (FL)
- …proactive, virtual support to financial advisors. Provide efficient, high quality client service , account maintenance, and administrative support to advisors ... levels. * Work independently. * Provide a high level of customer service . **Educational/Previous Experience Requirements** * Associate 's degree and five (5)… more
- M&T Bank (Boston, MA)
- …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