- Kestra Financial (Raleigh, NC)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None ... 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… 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… 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 ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare… more
- Raymond James Financial, Inc. (Greenville, SC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **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. (Dallas, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... 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)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… 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
- CIBC (Chicago, IL)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate , you will provide day-to-day ... foundations) and act as a trusted partner to the Client Service Manager(s) by serving as their...by serving as their primary point of contact for client servicing needs. + Integral support for Senior… 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, ... The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent… more
- Comerica (Costa Mesa, CA)
- Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- UHS (Johnson City, NY)
- Client Service Associate , UHS...care offices, in addition to home care services and senior living facilities. The United Health Services system employs ... $19.37 - $28.09 per hour, depending on experience. Overview The Client Service Associate assists physicians, patients and other healthcare professionals… 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 ... client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the...the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer… 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
- Aristotle Capital Management (Newport Beach, CA)
- …focused on research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The ... Senior Associate , Client Service is an integral part of APC's institutional business development team. The individual is responsible for RFPs and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and final communications. * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows up, either verbally ... or in writing, to ensure client satisfaction. * Responds to incoming inquiries related to...**Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *… 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 ... levels. * Work independently. * Provide a high level of customer service . **Educational/Previous Experience Requirements** * Associate 's degree and five (5)… more
- Capital One (Plano, TX)
- …great customer focused advocates to join the team. We are currently searching for a Senior Associate , Client Service . **Responsibilities** **:** At the ... upon number of hours to be regularly worked. Charlotte, NC: $64,700 - $73,900 for Client Service Associate Plano, TX: $64,700 - $73,900 for Client … more
- JPMorgan Chase (Plano, TX)
- …owning the client experience globally through the handling of the service and account management needs of designated high-profile clients who utilize complex ... upholding JP Morgan Chase standards and operating principles + Develop long term client relationships + Proactively work to determine service improvements and… more
- Kestra Financial (Raleigh, NC)
- …customer service , attention to detail, and time management skills * Supports Financial Advisor/ Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent… more
- JPMorgan Chase (Chicago, IL)
- As a Client Service Account Manager, within JP Morgan Payments Client Service , you will support a portfolio of large corporate and/or financial ... as a central point of resolution to support the client 's business operations, identifies product/ service gaps and...the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer… more
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