- Bank of America (New York, NY)
- …goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... If not currently held, willing to obtain in 6 months. Skills: Account Management Client Management Customer and Client Focus Issue Management… more
- Bank of America (Blue Bell, PA)
- …goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... need increases, while leading with a client first mindset Skills: Account Management Client Management Customer and Client Focus Issue Management … more
- SPS-North America (Portland, ME)
- Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Manager or equivalent leadership. ... The Client Services Associate provides exceptional customer service, delivering operational functions in the following areas: processing of inbound/outbound… more
- JPMorgan Chase & Co. (New York, NY)
- …and investing with less emotion. Job Summary: As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for helping ... Job Description Job Description JPMorgan Asset Management helps institutional and individual clients from all...and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate… more
- Goldman Sachs, Inc. (New York, NY)
- …companies, financial institutions, endowments, foundations, individuals and family offices. The Client Coverage Group (CCG) within Asset Management is dedicated ... servicing and supporting existing client relationships by ensuring exceptional client service, operational support, and risk management , while also looking… more
- Morrison Living (Grand Rapids, MI)
- …both written and verbal Ability to communicate on various levels to include management , client , customer, and associate levels. Excellent financial, ... satisfaction. Empowers employees to provide excellent service that exceed resident and client satisfaction. Team Building & Management : Regularly lead team… more
- Compass Group (Bessemer, AL)
- …both written and verbal Ability to communicate on various levels to include management , client , customer, and associate levels. Excellent financial, ... community to be seen as a member of the client 's management team. Review resident satisfaction results...Flexible Time Off Holiday Time Off (varies by site/state) Associate Shopping Program Health and Wellness Programs Discount Marketplace… more
- NFP (Minneapolis, MN)
- …and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary : The Client Service Associate plays a vital role in supporting the wealth ... Outlook) Familiarity with business principles and practices Familiarity working with Client Database Management systems Knowledge of Customer Service disciplines… more
- SPS-North America (Herndon, VA)
- Job Title: Mailroom Associate Reports To: The Client Service Associate / Mailroom Associate will report to the Client Services Supervisor, Client ... Services Manager, or equivalent leadership. Job Overview: The Client Service Associate /Mailroom Associate provides exceptional mail and shipping/receiving… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …of the Financial Advisors. *Creates and maintains records and files utilizing Client Relationship Management (CRM) software. *Assists Financial Advisors with ... industry. *Financial markets, products and industry regulations. *Trading terminology. * Client Relationship Management (CRM) software, or similar contact… more
- Oppenheimer & Co. Inc. (Virginia Beach, VA)
- …& Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Virginia Beach branch office. The RCSA's primary ... and investment advisory and asset management services. Job Description Oppenheimer...and respect in all situations Cultivate and grow existing client relationships Assist with marketing efforts and plan … more
- Greenlining Management (Brockton, MA)
- Greenlining Management is looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who ... latest trends & give you the best opportunity to grow your career! As a Client Services Associate , your role will be vital in creating and sustaining positive… more
- WebMD (Newark, NJ)
- …any other basis protected by law. Job Summary: We are seeking a dynamic and strategic Associate Director of Client Success to lead a team of client success ... and decision making. Requirements: 7+ years of experience in client success, account management , or customer relationship management , with at least… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... by the financial advisor. *Creates and maintains records and files utilizing Client Relationship Management (CRM) software. *Assists Financial Advisors with… more
- Citigroup, Inc. (Hermosa Beach, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of own team and other closely related teams. Responsibilities: Deliver wealth management services to clients with guidance from the Banker teams. Appropriately… more
- PatientPoint (New York, NY)
- …millions of patients nationwide. Location: New York, New York Job Summary: The Client Sales Associate supports revenue growth by working with senior-level ... to prospect new clients and help grow revenue with existing brands, including client -facing and behind-the-scenes support. In this role, you will participate in … more
- Unidine (Dumas, TX)
- …both written and verbal Ability to communicate on various levels to include management , client , customer, and associate levels. Excellent financial, ... satisfaction. Empowers employees to provide excellent service that exceed resident and client satisfaction. Team Building & Management : Regularly lead team… more
- Morgan Stanley (Dallas, TX)
- …Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with ... POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our..., special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making… more
- Ameriprise Financial (Georgetown, TX)
- …leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate , you will provide dedicated support to high producing ... administrative duties, such as answering the advisors phone, processing expense management reports, preparing routine client correspondence, providing support… more
- SPS-North America (Lone Tree, CO)
- Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services ... Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering operational functions in… more
