- Citigroup (Jacksonville, FL)
- The Registered National Investor Center Account Opening Associate is a Client Service and Sales support position, fully responsible for servicing and ... will be in assisting clients open a new Self-directed account with Citi Personal Wealth Management. **Responsibilities:** + Fully...+ 2-5 years of experience in Client Service and/or Sales within financial services (banking,… more
- JPMorgan Chase (New York, NY)
- As an associate in the ICAM team, you will play...global teams and lines of business to ensure seamless client service and information flow. + **Thought ... global connectivity and drive business growth across Markets & Securities Services . Your strategic insights and leadership will support Senior Relationship Managers… more
- The Cigna Group (St. Louis, MO)
- This client facing Associate Account Manager (AAM) will directly report onsite with the Client . The AAM will serve as a liaison to the client 's ... The AAM will also be responsible for the day-to-day contact and escalation services for high escalated member inquiries. The AAM documents inquiries and resolution… more
- HUB International (San Antonio, TX)
- …+ Few years of experience in an insurance Account Management role or Client Service Associate role (brokerage experience preferred), or a strong interest ... Account Manager is responsible for managing the entire account - service process, marketing clients to various carriers,...producer and other team members on all aspects of client service , marketing, and renewals while adhering… more
- JPMorgan Chase (Tampa, FL)
- As a Client Service Account Manager,...by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a ... within JP Morgan Payments Client Service , you will support a portfolio of large corporate...Services product capabilities + Adheres to and ensures client 's compliance with risk policies/practices and educates clients on… 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, ... by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a...as a central point of resolution to support the client 's business operations, identify product/ service gaps and… more
- JPMorgan Chase (Philadelphia, PA)
- …skills to thrive in a dynamic environment and drive customer-centric strategies. As a Client Service Account Manager in Healthcare Payments, you play a ... strategic and operational business activities. + Develop strong relationships with client leads and executives/C-suite. + Support revenue growth through business… more
- United Site Services (Meridian, ID)
- …teamwork, and excellence in every aspect of our business. **Primary Purpose** The Associate Account Executive, Inside Sales is tasked with driving new business ... solutions to a wide range of issues and tailoring service to client needs. + Delivers sales...+ Allocates resources efficiently to maximize sales outcomes and client satisfaction. + Prepares reports on account … more
- Qualtrics (Provo, UT)
- …Join over 5,000 people across the globe who think that's work worth doing. ** Account Services Associate (Portuguese Speaking)** **Why We Have This Role** ... E2E ownership at critical touchpoints (eg, license renewal). The Account Services Associate role is...able to resolve) + You help retain and expand client subscriptions, the lifeblood of the SaaS business model… more
- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... account maintenance, and compliance + Process, submit, and service all account paperwork/requests; follow through to...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and… more
- T. Rowe Price (Baltimore, MD)
- …to servicing while delivering and developing best of class capabilities. Role Summary The Client Account Services Sr. Manager - Insurance is responsible for ... position is regionally focused but may involve working on client service projects from other regions as...other regions as needed, forming part of the global Client Account Management function. Responsibilities + Research… 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 ... creating the life they envision. Who We Want: The client service associate plays a...account maintenance, and compliance + Process, submit, and service all account paperwork/requests; follow through to… more
- M&T Bank (Wilmington, DE)
- …is responsible for supporting Global Capital Markets' commitment to risk management and client service by completing specific tasks in connection with the ... point of contact per functional role; make recommendations for services to correct and/or enhance the client ...of periodic Administrative Account Reviews. The Administrative Account Review CA ( Client Administrator), is responsible… more
- WTW (Philadelphia, PA)
- …strategies, ensuring high retention rates and successful completion of surveys across client accounts. **Revenue Growth and Strategic Account Management** + Lead ... industry team to align on regional industry and key account strategies, ensuring revenue growth within client ...related field. + 2-5 years of proven experience in client success, customer service , or a technical… more
- PNC (Houston, TX)
- …all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any ... opportunity to contribute to the company's success. As a Client Service Associate within PNC's...implementation and servicing issues. + Initiates, updates and verifies client , account , or transaction details in relevant… more
- Plante Moran (Southfield, MI)
- Wealth Management Operations - Client Services Associate + Location: United States, Michigan, Southfield + Location: United States, Michigan, Grand Rapids + ... Client Services Administration + Deliver superior client service + Serve as a liaison...custodian, and others as needed + Preparation of new account paperwork + Preparation of paperwork for account… more
- Aston Carter (Bellevue, WA)
- Description The Client Service Associate will assume responsibility for key aspects that support client -facing and operational functions of our wealth ... management group. The Client Service Associate will strive...help complete deliverables for assigned clients * Facilitate new client onboarding * Complete client account… 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 ... exceptional client service . The Senior Client Service Associate reports directly...of contact for clients regarding service requests, account maintenance, and problem resolution. + Ensure client… more
- Robert Half Finance & Accounting (Wethersfield, CT)
- Description Client Service Associate / Relationship Manager - wealth management firm Direct-Hire / Permanent position Robert Half contact: ... area in their search of a Relationship Manager / Client Service Associate to join...their inquiries promptly. * Manage administrative tasks such as account updates, cashiering, and ensuring all client … more
- Raymond James Financial, Inc. (Dallas, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
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