- Wells Fargo (Davenport, IA)
- Wells Fargo is seeking a Profit Formula Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. **About this role:** ... Wells Fargo is seeking a Profit Formula Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our… more
- Publicis Groupe (Irving, TX)
- **Company Description** **Job Description** **How You'll Make an Impact** As a Senior Client Associate in Epsilon's Travel Vertical, you will be instrumental ... growth and client satisfaction. **What You'll Achieve** In the role of Senior Client Associate for the Travel Vertical at Epsilon, your primary objective… more
- Coldstream Wealth Management (Bellevue, WA)
- …Coldstream has a fantastic opportunity to advance your career in financial services! As a Senior Client Service Associate on one of our growing Bellevue ... Excellent reliability (the team's hours are 7 AM to 4 PM, Monday through Friday) Keyword: Senior Client Service Associate From: Coldstream Wealth Management more
- Coldstream Wealth Management (Mercer Island, WA)
- …advance your client service career in the wealth management industry? As a Senior Client Service Associate with Coldstream, you will support multiple ... Excellent reliability (the team's hours are 8 AM to 5 PM, Monday through Friday) Keyword: Senior Client Service Associate From: Coldstream Wealth Management more
- Wells Fargo (Coral Gables, FL)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … 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 more ... This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and process new account… 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 ... as the primary point of service contact for each client within your assigned portfolio. The assigned client... client within your assigned portfolio. The assigned client portfolio may be comprised of operating transactional accounts… more
- Morgan Stanley (Seattle, WA)
- …its workforce. M/F/D/V **Job:** **Wealth Management* **Title:** *Private Wealth Management Senior Registered Client Service Associate * **Location:** ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Morgan Stanley (Dallas, TX)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Description** **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's Council, ... Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Publicis Groupe (New York, NY)
- …Collective from our competitors, and provide a critical foundation to the agency. The Senior Associate , Client Operations will be part of a growing ... provides the opportunity to work on a high-energy, highly visible account. The Senior Associate supports the Operations Supervisor with processes, reporting and… more
- Capital One (Mclean, VA)
- Center 1 (19052), United States of America, McLean, Virginia Senior Associate - Client Development Capital One Shopping is looking for a Senior ... them succeed in leveraging Capital One Shopping's suite of solutions. In this client -facing role, the team is looking for a highly detail-oriented individual with… more
- Publicis Groupe (New York, NY)
- …and sociology, psychology, and other liberal arts disciplines. **Job Description** Overview: The Senior Associate , Client Operations will be part of a ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate… more
- Publicis Groupe (Chicago, IL)
- …and sociology, psychology, and other liberal arts disciplines. **Job Description** Overview: The Senior Associate , Client Operations will be part of a ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate… more
- JPMorgan Chase (Plano, TX)
- …and sales to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Client Consulting, you ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… more
- JPMorgan Chase (Irvine, CA)
- …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 resolve ... Sales partners, and Bankers located in the United States and across the globe. Client Service Senior Associates are a trusted member of the client 's team and… more
- WTW (Dallas, TX)
- …associates including consultants, actuaries, and other client -facing associates to ensure client satisfaction. The Senior Associate must be a subject ... team providing strategic relationship management and consultative services to clients. The Senior Associate will work within the Individual Marketplace service… more
- M&T Bank (Radnor, PA)
- **Overview:** Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and ... Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the ...client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key… more
- JPMorgan Chase (Los Angeles, CA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive... service. In this role you will have extensive client contact and will be involved in all activities… more
- KPMG (New York, NY)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 112753 - 68 **Function:** Tax Services **Area of ... firm. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services… more