- Wells Fargo (Ann Arbor, MI)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Robert Half Office Team (El Segundo, CA)
- Description Job Title: Senior Client Services Associate Location: El Segundo, CA (100% Onsite) Salary: $80,000 - $100,000 per year Employment Type: ... Direct Hire Company Overview: As a Senior Client Services Associate...and professionally. + Coordinate with internal teams to ensure service delivery aligns with client needs and… more
- CIBC (Chicago, IL)
- … services for high-net-worth individuals, their families, foundations and/or endowments. The Senior Client Service Associate executes the more ... small business financial solutions, as well as cross-border banking services , to clients with North American operations. At our...role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How… 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 ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How...accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in working… more
- Wells Fargo (San Jose, CA)
- **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 appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- JPMorgan Chase (Jersey City, NJ)
- …delivers premier client service , JP Morgan is the place for you! As a Senior Client Service Associate within the Private Bank Latin America at JP ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Capital One (Richmond, VA)
- West Creek 7 (12077), United States of America, Richmond, Virginia Senior Associate , Client Services Are you looking for a challenging role that includes ... join the team. We are currently searching for a Senior Associate , Client Service...certification + At least 2 years of experience in client services or customer service … more
- Morgan Stanley (West Palm Beach, FL)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate **Location:** *Florida-West Palm ... *POSITION SUMMARY:* Senior Registered Client Service ...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- Morgan Stanley (Seattle, WA)
- …**Wealth Management* **Title:** *Private Wealth Management Senior Registered Client Service Associate * **Location:** *Washington-Seattle* **Requisition ... *POSITION SUMMARY:* Senior Registered Client Service ...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Description** **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's ... than 60 years of rich history and recognition for service and excellence in the Financial Services ... industry, Raymond James is seeking a dynamic Registered Client Service Associate who is… 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 ... leveraging Capital One Shopping's suite of solutions. In this client -facing role, the team is looking for a highly...One Shopping + Integrate Capital One Shopping's products and services with our merchant partners + Leverage data to… more
- Publicis Groupe (New York, NY)
- …finance and marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...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
- 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...Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services , LLC, are affiliated organizations. Each is an independent… more
- Publicis Groupe (Birmingham, MI)
- …countries, united to serve the world's best-known and most successful brands. **Overview** The Senior Associate , Client Operations will be part of a growing ... at the center and enable us to provide best-in-class services in a fluid and modular way. Publicis Collective...to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate… more
- JPMorgan Chase (Irvine, CA)
- …the use of our complex treasury and cash management products and services . As a Client Service Senior Associate in the Commercial Bank, you will ... located in the United States and across the globe. Client Service Senior Associates are...clients + Influence internal partners to recommend products and services based on knowledge of client behaviors… more
- JPMorgan Chase (Palo Alto, 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 ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- Publicis Groupe (New York, NY)
- …Alcohol and Beverage vertical, helping them maximize marketing performance. Build strong client relationships and serve as a trusted advisor to CPG clients within ... with sales, marketing, and operations teams to design, execute, and optimize client campaigns. Deliver strategic insights and leverage identity and programmatic data… more
- KPMG (New York, NY)
- …Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. ... **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate...a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied +… more
- Robert Half Finance & Accounting (Hartford, CT)
- Description Senior Associate , Grants and Client Services Location: Greater Hartford area (Hybrid work model) Robert Half is partnering with a prominent ... in the Greater Hartford area to find a qualified Senior Associate for Grants and Client Services . Reporting to the Director, this position will entail… more