- Raymond James Financial, Inc. (Manassas, VA)
- …degree of attention and service . McDermott Armati Wealth Strategies is seeking a Senior Client Service Associate who shares our vision and mission. The ... ensuring clients receive exceptional, personalized attention throughout their financial journey. The Senior Client Service Associate also manages key… 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 ... and committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial Planner and manages… more
- CIBC (New York, NY)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Senior Client Service Associate** , you will support ... + **Educational background:** You have a bachelor's degree (preferred). + ** Client service experience:** You have 3+ years of financial industry experience with… 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 ... This role also provides oversight on some aspects of the Client Service Associate's responsibilities. **_At CIBC we enable the work environment most_**… more
- CDM Smith (Fort Worth, 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 **Group:** TWG **Employment Type:**… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development support, 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 ... Sales partners, and Bankers located in the United States and across the globe. Client Service Senior Associates are a trusted member of the client 's… 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 Global Corporate Bank, you will lead ... Lead a team or teams of Client Service professionals who advise our moderate to complex Corporate Bank clients. Manage multiple internal and external… more
- Broadridge Financial Solutions (Edgewood, NY)
- …career, while helping others along the way, come join the Broadridge team. The Senior Client Services Representative is responsible for managing client ... Computer savvy and capable of learning new software applications with relative ease Client service experience; will communicate directly with internal clients C… more
- Raymond James Financial, Inc. (Plymouth, 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 ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Bank OZK (Bremen, GA)
- …and lead day-to-day responsibilities. Lead by example and provide exceptional customer service at all times Essential Job Functions + Manage direct reports, ... execute against defined business development goals, operational effectiveness, and service standards. + Ensure continuous improvement and engagement of the… more
- M&T Bank (Boston, MA)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct… more
- Raymond James Financial, Inc. (Carmel, IN)
- …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. (FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... proactive, virtual support to financial advisors. Provide efficient, high quality client service , account maintenance, and administrative support to advisors… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 and… more
- Raymond James Financial, Inc. (NC)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows...**Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- Citigroup (New York, NY)
- The Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. Integrates subject ... with Banking teams to ensure escalated issues addressed and client service requirements are being exceeded +...create and communicate CSA career path, to include a senior RCSA role that offers a differentiated team lead… more
- Neuberger Berman (New York, NY)
- … Service Advisor is paired with a Client Advisor(s) (Institutional salesperson) and/or Senior Client Service Advisors and reports to the Head of North ... The Institutional Client Service Advisor ("CSA") role is...to have the ability to forge close relationships with senior client representatives, be adept at understanding… 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
- Insight Global (Pittsburgh, PA)
- …quality professional client experience & communication. Identify and escalate appropriately to Senior Client Service Officer and/or Service Director, ... a week in Pittsburgh, PA or Lake Mary, FL. This person will join the Client Service team within the Treasury Services department of the bank. The Client … more
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