- Capital Group (New York, NY)
- "I can succeed as a Private Client Service Associate at Capital Group." As the Private Client Service Associate , you are responsible for ... and client retention goals. Primary responsibilities/essential functions: Delivers impeccable client service to clients, prospects, and centers of influence.… more
- Morgan Stanley (Fort Lauderdale, FL)
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ ... FAs / PWAs/ teams in delivering against their business plan and client service model *Remaining current on all policies, procedures, and new platforms… more
- Kaiser (San Francisco, CA)
- …medications, within the scope of practice. Utilizes resources of public and private agencies and community organizations to meet the needs of the members ... other mental health trainees/fellows as necessary. May supervise Post Masters Fellows, Associate Clinical Social Workers, Associate Marriage Family Therapists or… more
- Kaiser (San Jose, CA)
- …medications, within the scope of practice. Utilizes resources of public and private agencies and community organizations to meet the needs of the members ... other mental health trainees/fellows as necessary.May supervise Post Masters Fellows, Associate Clinical Social Workers, Associate Marriage Family Therapists or… more
- Morgan Stanley (Menlo Park, CA)
- …firm Coordinates enrollment campaigns/meetings for existing clients Assigns work to team's Client Service Associate as appropriate Cultivates and develops ... across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Goldman Sachs, Inc. (Dallas, TX)
- …at the events, while maintaining a high level of professionalism and client service . Responsibilities: Understand and execute prioritization strategy for driving ... TX We are seeking a highly organized and detail-oriented Associate , ensuring seamless service and maintaining the...service and maintaining the high standards of our client engagements. You will play a crucial role in… more
- Morgan Stanley (San Francisco, CA)
- … Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate Director works with the ... POSITION SUMMARY: The Portfolio Management (PM) Associate Director is a vital part of the...swap opportunities Conducts credit research and develops valuation models Client Support: Supports Financial Advisors / Private … more
- JPMorgan Chase & Co. (Wheaton, IL)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you ... will be tasked with delivering exceptional client service , operational marketing, and administrative support...service , operational marketing, and administrative support to our Private Client Advisors. Your role will encompass… more
- Inside Higher Ed (Columbia, SC)
- …campuses in Salkehatchie, Union, Lancaster and Sumter enable students to earn associate or bachelor's degrees through a combination of in-person, online or blended ... learning. All of our system institutions place strong emphasis on service - helping to build healthier, more educated communities in South Carolina and… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. Trading of both… more
- Citigroup, Inc. (Miami, FL)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... or 7/66 required Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Client Services Time… more
- Oppenheimer & Co. Inc. (Southbury, CT)
- …advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in ... Calendar management and coordination of meetings, including all logistics Database management Client interaction and service Perform special projects as assigned… more
- Goldman Sachs, Inc. (Dallas, TX)
- …Bank USA (the most regulated entity at GS) while still providing excellent client service to PWM and Institutional clients Develop strategies and opportunities ... business SKILLS AND EXPERIENCE WE ARE LOOKING FOR BASIC QUALIFICATIONS Bachelor's degree Proven client service skills, teamwork and a sense of urgency to fulfill… more
- JPMorgan Chase & Co. (New York, NY)
- …exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to ... goals in the way that's best for them. As a Platform Solutions Internal Client Advisor within JP Morgan Asset Management's RIA channel, you will collaborate with our… more
- Direct Counsel (Thonotosassa, FL)
- …transactions. A collaborative team player with a commitment to delivering excellent client service . Compensation: Salary range: $260,000 - $390,000 (based on ... Miami, West Palm Beach, Tampa Direct Counsel is seeking a Mid-Level Private Wealth Services Associate to join a premier firm's Private Wealth Services… more
- Santander Holdings USA Inc (New York, NY)
- Institutional Structured Products Associate - New York Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the ... generate business and identify new customer prospects. Institutional Structured Products Associate This position will be responsible for maintaining and developing… more
- Pernini Legal, LLC (New York, NY)
- …Team-oriented mindset with a strong attention to detail and a commitment to client service . Soft Skills: Strong legal research, writing, and communication ... in the field. The firm fosters a collaborative, inclusive environment and supports associate development, mentorship , and meaningful client interaction from day… more
- Capstone Search Partners (New York, NY)
- …in a fast-paced, deadline-driven environment. Proven track record of delivering high-quality client service and building strong client relationships. ... The Opportunity: Banking + Finance Associate Attorney Send resumes to: ###@capstonesp.com Location: New...position offers an exciting opportunity to work on cutting-edge private credit transactions and collaborate with a team of… more
- Omnicom Media Group US (New York, NY)
- …Omni marketing orchestration system, OMG connects best-in-class capabilities that enable our full- service media agencies OMD, PHD, and Hearts & Science to deliver ... more relevant and actionable consumer experiences, more productive and proactive client experiences, and more collaborative and rewarding talent experiences for the… more
- Oppenheimer & Co. Inc. (New York, NY)
- …& Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in ... asset management services. Responsibilities: Processing and reviewing investor hedge fund, private equity fund and private credit fund transactions, including… more
