- 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 ... and committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial Planner and manages… more
- CIBC (Washington, DC)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a ** Senior Client Service Manager** , you will support ... wealth management). Prior Private Wealth account management experience is preferred. + ** Client service expertise:** You've worked in a client service … more
- CIBC (San Francisco, CA)
- …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 ... This role also provides oversight on some aspects of the Client Service Associate's responsibilities. **How you'll succeed** + Prepare and process new… more
- CDM Smith (San Antonio, TX)
- …Unit:** NAU **Job Description:** CDM Smith currently has a new opportunity for a Senior Client Service Leader to lead our transportation practice in ... members. * Being a strong leader internally and externally. **Job Title:** Senior Client Service Leader - Transportation Services **Group:** TWG **Employment… more
- Aristotle Capital Management (Newport Beach, CA)
- …on research, investment management and client success. We are currently seeking a Senior Associate, Client Service to join our team. The Senior ... RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc requests… more
- Charles Schwab (Boston, MA)
- …our clients. We are looking for people with a passion for helping clients. The successful Client Service Senior Specialist will serve as a vital member of ... relationship experience. **What you are good at** + Provide outstanding client service while demonstrating empathy, professionalism and strong problem-solving… 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 ... client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe. You are a… more
- JPMorgan Chase (Charlotte, NC)
- …best-in-class service . Help be the reason our clients stay with Chase! As a Client Service Senior Manager within the Commercial Bank, you will lead the ... Lead a team or teams of Client Service professionals who advise our moderate to complex Commercial Bank clients. Manage multiple internal and external… more
- Highmark Health (Buffalo, NY)
- …Highmark Inc. **Job Description :** **JOB SUMMARY** This job partners with assigned Client Managers to maintain and grow existing business and ensure that positive ... products and benefit designs. **ESSENTIAL RESPONSIBILITIES** + Partner with assigned Client Manager(s) to maintain and grow existing business and ensures positive… more
- Highmark Health (Harrisburg, PA)
- …Highmark Inc. **Job Description :** **JOB SUMMARY** This job partners with assigned Client Managers to maintain and grow existing business and ensure that positive ... those we serve **ESSENTIAL RESPONSIBILITIES** + Partner with assigned Client Manager(s) to maintain and grow existing business and...etc.) + Leverage internal resources to bring the best service and problem resolution to assigned accounts. + Work… more
- Carollo Engineers (Tampa, FL)
- …the planning, design, and construction of water and wastewater facilities. We are seeking a Senior Client Service Manager to win and manage engineering work ... will have demonstrated experience in business development and marketing, management of client service relationships, preparation of pursuit plans and proposals,… 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 creative ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (Westlake, OH)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (Charleston, SC)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...manage and standardize best practices for various activities: new client on-boarding, + large client liquidity events,… more
- Raymond James Financial, Inc. (FL)
- …proactive, virtual support to financial advisors. Provide efficient, high quality client service , account maintenance, and administrative support to advisors ... met and necessary support is being provided. * Manages client account maintenance activities which includes, but is not...and special outreach projects, etc. * Provides high caliber service to clients by responding to inquiries and requests… more
- Kestra Financial (Raleigh, NC)
- …in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None Knowledge, ... 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… more
- ADP (Maitland, FL)
- ADP is hiring a ** Senior Client Service & Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities ... our clients. Ready to #MakeYourMark? **Apply now!** **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client - service /… more
- Kestra Financial (Columbus, OH)
- …as point of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, Word, ... The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent… more
- Kestra Financial (Raleigh, NC)
- … service , attention to detail, and time management skills * Supports Financial Advisor/ Senior Client Service Associate of a large book of business ... The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer… more
- Kestra Financial (Kings Park, NY)
- …daily in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + ... Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes… more
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