- JPMorgan Chase (Tempe, AZ)
- …with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve ... located in the United States and across the globe. Client Service Associates are a trusted member...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health… more
- WTW (St. Louis, MO)
- …wellbeing, life, disability, and absence management benefits for clients. + Partnering with client service team leader to deliver superior project management + ... **Description** As a Health and Benefits Lead Associate you will contribute to a wide variety...Providing superior client service in response to everyday … more
- Bank of America (Chicago, IL)
- Client Service Associate Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... community that is culture driven, resilient, results focused and effective. Job Description: Client Service Associates will be co-located at a central site, and… more
- JPMorgan Chase (New York, NY)
- …interested in client service , financial markets and digitalization. As a Client Service Associate II within the Markets Transition team, you will ... objectives of the client , Corporate Investment Bank Markets business and Digital Client Service organizations. You will be operating on a global team,… more
- JPMorgan Chase (Plano, TX)
- …and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Associate within JP Morgan Advisors, you will be the ... experience + Financial services and/or banking industry experience + 1-3 years of client service experience Chase is a leading financial services firm, helping… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …accuracy and timeliness Requirements Qualifications: + 2+ years of experience as a Client Service Associate (from RIA, Wealth Management, or Banking) ... Description Our client is a well-established fiduciary investment advisory firm...well-established fiduciary investment advisory firm dedicated to providing personalized retirement planning and investment management services. With a focus… more
- BMO Financial Group (CO)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... may include writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal and external stakeholders… more
- JPMorgan Chase (Tampa, FL)
- As a Client Service Account Manager, within JP Morgan Payments Client Service , you will support a portfolio of large corporate and/or financial ... organization acts as a central point of resolution to support the client 's business operations, identifies product/ service gaps and development opportunities,… 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, you ... organization acts as a central point of resolution to support the client 's business operations, identify product/ service gaps and development opportunities, and… more
- Aristotle Capital Management (Newport Beach, CA)
- …research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior Associate ... RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc requests… more
- WTW (San Francisco, CA)
- …standards + Proactively advising clients and ensuring the delivery of superior client service + Facilitating specialist resources and subject matter experts ... **Description** As a Health and Benefits Associate Director, you will lead client engagements involving the design and management of the full array of health and… more
- WTW (Chicago, IL)
- …+ Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively ... **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety...with vendors and key clients internally and externally, create client deliverables and ensure quality standards are met. You… more
- WTW (Dallas, TX)
- …+ Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively ... **Description** As a Lead Health and Benefits Associate you will contribute to a wide variety...with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You… more
- HUB International (Long Beach, CA)
- …to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care about our people, and ... variety of benefits to help you reach your health, retirement , and professional goals. Our suite of benefits includes...a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our… more
- WTW (Tempe, AZ)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Bank of America (Washington, DC)
- Merrill Associate Client Relationship Manager Washington, District of Columbia **Job Description:** Merrill Wealth Management is a leading provider of ... culture driven, resilient, results focused and effective. **Position Overview:** The ** Associate Client Relationship Manager (ACRM)** supports the Firms business… more
- Raymond James Financial, Inc. (Memphis, TN)
- …overtime hours worked._ **Responsibilities:** + Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements. + ... Interprets rules and regulations by applying retirement plan knowledge. + Assist with various requests for...to colleagues, as necessary. + Carry out standard customer service activities and handle simple customer inquiries. + Conduct… more
- Bank of America (Iselin, NJ)
- Registered Wealth Management Client Associate Iselin, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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 ... operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… more
- BlackRock (Seattle, WA)
- …+ Collect, validate, and aggregate qualitative and quantitative data attributes to service client reporting needs. Perform analysis on performance attribution, ... technology and process options to scale and automate routine client service activities. + Drive projects to...of experience in financial services / asset management for associate level consideration. \#EarlyCareers For Seattle, WA and Atlanta,… more
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