- JPMorgan Chase (Jersey City, NJ)
- …(F&BM) team as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business. This high-impact role ensures ... senior management has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives. Collaborate with senior Finance leaders and key partners across Product, Operations, Transformation, Business Management,… more
- Kestra Financial (Raleigh, NC)
- 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 achieve ... goals and work toward creating the life they envision. Who We Want: The client service associate plays a critical role in the back-office functioning of… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service ... operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying… more
- HUB International (Austin, TX)
- **Job Title:** Client Service Associate **Comp:** $26.00-$28.00 per hour **Location** : 900 S Capital of TX Hwy, Austin, TX **Workplace Type:** Hybrid ... achieve success together, focused on the tomorrows for all. **Job purpose:** The Client Service Associate provides essential support to the Financial Advisor by… more
- World Insurance Associates, LLC. (Ramsey, NJ)
- Position Objective The Senior Client Associate is a support position for the office. Responsibilities include data gathering and analysis, development of ... of the firm's Investment Committee and Financial Planning Committee. The Senior Client Associate will deliver high-quality service and operational support to… more
- Santander US (Miami, FL)
- CIB Client Lifecycle Management, Associate - Miami Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... possibilities **We Want to Talk to You!** **The Difference You Make:** The Associate , Client Lifecycle Management independently onboards clients into the system,… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... to delivering exceptional client service. The Senior Client Service Associate reports directly to the...product details and pricing inquiries. + Ensure that all documentation and record-keeping meet compliance and regulatory standards. +… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and… more
- Zions Bancorporation (Houston, TX)
- …inquiries promptly and professionally. + Skilled in reviewing, processing, and auditing client documentation and financial information. + Strong analytical and ... Amegy Bank-Here, you grow. We're seeking a motivated and client -focused Client Relationship Associate to...documents to ensure they meet the bank's compliance and documentation standards. + Open and close accounts, update signer… more
- Commerce Bank (St. Louis, MO)
- …of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate 's primary responsibility is the support of our Private ... funding + Input and maintain customer information in the client relationship managementsystem + Input documentation into...some roles. This compensation range is for the Private Client Advisor Associate job and contemplates a… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Securities Operations Associate / Client reporting Associate to join our Client Reporting team. This role is ... responsible for executing and auditing client communications, including statements, trade confirmations, prospectus mailings, and ad hoc client correspondence.… more
- ThermoFisher Scientific (Rockville, MD)
- … Associate , you'll support clinical trials by managing project documentation , coordinating supply chain activities, and ensuring consistent delivery of services. ... documentation management, and cross-functional coordination to meet timelines and client expectations. **Position Summary** The Project Support Associate … more
- WTW (New York, NY)
- … relationship management efforts and coordinating all service activity at the program level. The Associate Client Advocate is a key member of the client ... we unlock potential. Learn more at wtwco.com . This position is a client -facing role responsible for directly supporting Commercial Property and Casualty Insurance … more
- World Insurance Associates, LLC. (Westborough, MA)
- …financial advisors. Position Summary We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily ... meetings and manage advisor calendars + Prepare materials, reports, and documentation for client meetings + Assist advisors with follow-up action items after… more
- Coldstream Wealth Management (Portland, OR)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate on one of our largest teams, you will learn the ... now adding a CSA position. Specific responsibilities include: + Prepare and process documentation related to client onboarding and maintenance: + Open brokerage… more
- Robert Half Finance & Accounting (San Jose, CA)
- … client base. + Process new account openings, closures, transfers, and other client documentation . + Prepare and execute trades and client transactions ... your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate - Wealth Management We're looking for a motivated Client Service … more
- Citigroup (New Castle, DE)
- …as required. **Responsibilities:** + This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the ... solid understanding of industry and business standards and practices of loan documentation processes + Deals with most loan-related problems independently and has… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation + Manage client needs regarding processing, service,… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... handling of all administrative functions for the office. * Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and… more
- JPMorgan Chase (Philadelphia, PA)
- …cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Healthcare Payments, you contribute significantly ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… more