- Los Angeles County Development Authority (Alhambra, CA)
- …processes invoices and monitors expenditures including creating, reviewing, and processing purchase requisitions and purchase orders; monitors approved budget ... and sensitive information; assure discreet handling in all aspects of client , staff, and Authority information. Understand the organization and operation of… 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 more ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we...+ Open new accounts and sub-accounts + Cash transaction processing (checks, ACH, wires, journal transfers) + Manage clients'… more
- JPMorgan Chase (Charlotte, NC)
- Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success ... in the ever-evolving world of commercial banking. As a Client Service Senior Associate within...consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total… 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 ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate… more
- JPMorgan Chase (Tempe, AZ)
- …and delivers premier client service, JP Morgan is the place for you! As a Senior Client Service Associate within the US Private Bank at JPMorgan you will ... be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a… more
- JPMorgan Chase (Plano, TX)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve ... the globe. You are a trusted member of the client 's team and deeply connected to deliver the growth...consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary point of contact for all deposit account service-related needs of a JP Morgan Advisor's client . This role is ... responsible for establishing, maintaining, and building client relationships. The Client Service ...the deposit product offering. + Manage time efficiently while processing a high volume of transactions by email and… more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... client relationships. You will serve as the primary point...consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total… more
- Coldstream Wealth Management (Portland, OR)
- …with Coldstream Capital. Located in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service Associate performs ... The CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for… more
- JPMorgan Chase (Jersey City, NJ)
- …delivery processes, coordinating dependencies, and collaborating with diverse stakeholders. As a Client Solutions Senior Associate within the Payments ... by developing solutions that expand insights, optimize execution, and enhance the client experience. Become part of a dynamic team leading innovation in treasury… more
- JPMorgan Chase (New York, NY)
- …set new standards for service excellence at JPMorgan Asset Management. As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on ... and identify gaps to solve problems. Your recommendations will directly influence client satisfaction and drive continuous improvement. You'll enjoy a balance of… more
- M&T Bank (Paramus, NJ)
- …Management team, and internal business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW ... **Overview:** Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and… more
- Raymond James Financial, Inc. (Tinton Falls, NJ)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...documentation is accurate and correct prior to submission and processing . Follows up to ensure accurate completion. * Prepares… more
- JPMorgan Chase (New York, NY)
- …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
- JPMorgan Chase (Chicago, IL)
- Do love to serve international clients? This could be the role for you! As a Client Service Account Manager in the Client Onboarding and Service team, you will ... utilize our Payments Products and Services. By leveraging your expertise in client and product management, you will recommend strategies to drive client… more
- JPMorgan Chase (Houston, TX)
- …a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio ... of large corporate or financial institution clients. As a Client Service Account Manager within the (X) team, you will support a portfolio of large corporate and/or… more
- Ankura (San Francisco, CA)
- …detail e-Discovery Data processing activities, typically taking direction from either the Senior Associate or team Supervisor. This position is based in the ... defined in the project specifications and directed by the Project Manager. The Associate will perform all processing tasks through the entire e-discovery… more
- Medical Mutual of Ohio (Brooklyn, OH)
- …substance abuse and nicotine testing._ \#LI-HYBRID #LI-SC1 **Title:** _Group Underwriter ( Associate , I, II, III, or Senior )_ **Location:** _OH-Brooklyn_ ... Medicare Advantage, Medicare Supplement, and individual plans. **Responsibilities** **Group Underwriter Associate ** Participates in up to a year-long on the job… more
- S&P Global (Seal Beach, CA)
- …technology-enabled solutions to fulfil these client commitments. On a day‑to‑day basis, Senior Associate will work with Excel, Intex, and Intex Link to build ... and distressed stages globally. **Responsibilities & Impact:** The Private Market Valuation, Senior Associate will deliver a range of valuation services… more
- Kestra Financial (Raleigh, NC)
- …in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None Knowledge, ... Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in...report generation, appointment scheduling and post-meeting documentation + Manage client needs regarding processing , service, and problem… more
