- Kestra Financial (Hartford, CT)
- Summary The Client Service Associate reports to the Senior Client Service Associate , Lead Advisor, or Principal Advisor and is critical to ... pursuit of business objectives. + Other responsibilities as assigned by the Senior Client Service Associate , Lead Advisor, or Principal Advisor. Supervisory… more
- CIBC (Atlanta, GA)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Client Service Associate supports Senior Relationship Managers ... but not limited to the following:** + Integral support for Senior Relationship Management team + Administrative support: telephone back-up, prepare correspondence… more
- Morgan Stanley (Miami, FL)
- …by modernizing the client experience through an elevated standard of care. The Senior Client Service Associate assists with the development and growth of ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:**… more
- Capital One (Richmond, VA)
- West Creek 7 (12077), United States of America, Richmond, Virginia Senior Associate , Client Services Treasury Management Servicing Are you looking for a ... frontline, delivering on our commitment to provide an exceptional client experience. We are growing and looking for great...to join the team. **Job Description** **:** At the Senior Associate level, you will be a… more
- Morgan Stanley (Seattle, WA)
- …its workforce. M/F/D/V **Job:** **Wealth Management* **Title:** *Private Wealth Management Senior Registered Client Service Associate * **Location:** ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Morgan Stanley (Savannah, GA)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- JPMorgan Chase (Chicago, IL)
- …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 team and… more
- Wells Fargo (Bellevue, WA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- Wells Fargo (Scottsdale, AZ)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- CIBC (San Francisco, CA)
- …contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Client Service Associate executes the more ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **Responsibilities include:** + Prepare and… more
- S&P Global (IL)
- …participants who rely upon our world-renowned indices, research, and commentary. **The Role:** Senior Associate , Insurance - Client Coverage, North America ... portfolios, and developing investment strategies. **The Team:** The North American Client Coverage Team is responsible for sales and licensing of intellectual… more
- KPMG (San Francisco, CA)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 112753 - 11 **Function:** Tax Services **Area of ... firm. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services… more
- Capital One (Mclean, VA)
- Center 1 (19052), United States of America, McLean, Virginia Senior Associate - Client Development Capital One Shopping is looking for a Senior ... them succeed in leveraging Capital One Shopping's suite of solutions. In this client -facing role, the team is looking for a highly detail-oriented individual with… more
- Publicis Groupe (Chicago, IL)
- …businesses grow their revenue and enhance customer relationships through data-driven strategies. The Senior Client Associate - Non-Profit associate will ... utilizing Epsilon's suite of capabilities to exceed sales quotas and drive client success. Responsibilities: + Collaborate closely with Sales Directors to identify,… more
- Wells Fargo (Peoria, AZ)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... via telephone, direct interaction and/or written correspondence + Facilitate FA and client requests for account related information and/or quotes + Schedule and… more
- JPMorgan Chase (New York, NY)
- …data to spark change, and guide customers' trust during crucial onboarding moments. As a Client Success Associate in Liink by JP Morgan, you support our clients ... client implementations and internal strategic business initiatives. As a Client Success Associate , you will be leading client technical implementation and… more
- Raymond James Financial, Inc. (Las Vegas, NV)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... * Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Publicis Groupe (Seattle, WA)
- …and sociology, psychology, and other liberal arts disciplines. **Job Description** 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
- Publicis Groupe (New York, NY)
- …and sociology, psychology, and other liberal arts disciplines. **Job Description** 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
- Publicis Groupe (Chicago, IL)
- **Company Description** **Job Description** The Sr Client Associate will grow a current book of business. They will identify, influence, present, close deals ... internal resources for the preparation and delivery of objective based solutions for client + Create and deliver customized sales opportunities that address the … more