- Bull Oak (Rancho Santa Fe, CA)
- …individuals attain data-driven planning and pragmatic investing. Join us. We are looking for a Senior Client Service Associate with at least 3 years ... the standard of excellence for the delivery of the client experience, including the physical and virtual environments in...an RIA and is ready to operate at a senior level. This person will improve our workflows and… more
- JPMorgan Chase (New York, NY)
- …level up how they shop and get more from the brands they love. As a Senior Associate , Client Success Manager within Chase Media Solutions, you will report ... to the Client Success Team Lead and foster strong relationships with...& convenience, retail, travel Chase is a leading financial services firm, helping nearly half of America's households and… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …retirement plan services , and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support ... Summary World Insurance Associates is a unique financial services organization with a global network of brokers...to lead service and/or Client Advisors, by following established… more
- World Insurance Associates, LLC. (Worcester, MA)
- Position Summary The Senior Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under ... service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead...and delivers results at the close direction of a senior team member. Education + HS Diploma or equivalent… more
- World Insurance Associates, LLC. (Ramsey, NJ)
- …the firm's Investment Committee and Financial Planning Committee. The Senior Client Associate will deliver high-quality service and operational support ... Position Objective The Senior Client Associate is...operations, and ensuring accurate and timely execution of all client service activities. This role supports advisors… more
- Capital One (Mclean, VA)
- Senior Associate , Product Management - Client Acquisition & Management Experiences Product Management at Capital One is a booming, vibrant craft that ... a strong capacity to plan, execute, and deliver results, translating complex client and associate requirements into high-value, streamlined product solutions.… more
- Wells Fargo (Richmond, VA)
- **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 ... Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- JPMorgan Chase (Chicago, IL)
- …through cutting-edge research, influencing product design and functionality. As an Experience Research Senior Associate in the Global Client and Employee ... a pivotal role in shaping user experiences across our products and services . Leveraging advanced proficiency in research methods, analysis, and both quantitative and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi-Gen Family Office San Francisco | Hybrid | $100-130K + Bonus Jennifer Fukumae with Robert Half is ... with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate . This is an opportunity to join a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …connect and see whether this opportunity could be the perfect next step in your career. Senior Client Associate About the Role We're looking for a Senior ... + Serve as the primary point of contact for client service needs, ensuring prompt and accurate...needs, ensuring prompt and accurate execution. + Partner with senior leadership on customized client strategies and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …- let's connect and explore whether this role could be the ideal next step in your career. Senior Client Associate About the Role We're seeking a Senior ... + Serve as the primary point of contact for client service needs, ensuring timely and accurate...needs, ensuring timely and accurate execution + Partner with senior leadership on customized client strategies and… more
- R1 RCM (Chicago, IL)
- …encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As a Client Delivery Senior Associate your role will be ... various ad hoc tasks in response to client requests. The Client Delivery Sr. Associate primary focus is on delivering exceptional service to assigned… 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 ... delivering exceptional client service . The Senior Client Service Associate...field preferred. + 5+ years of experience in financial services , with a solid understanding of broker-dealer operations and… more
- JPMorgan Chase (Tempe, AZ)
- …delivers premier client service , JP Morgan is the place for you! As a Senior Client Service Associate within the US Private Bank at JPMorgan you ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- JPMorgan Chase (Houston, TX)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Raymond James Financial, Inc. (Deerfield, IL)
- …seeking to add a ** Senior ** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services team. This is an ... a collaborative environment and is passionate about delivering exceptional client service . As a key member of...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- JPMorgan Chase (Chicago, IL)
- Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success ... in the ever-evolving world of commercial banking. As a Client Service Senior Associate...environment. + Experience engaging in strategic planning to align client services with organizational goals and … more
- JPMorgan Chase (Tempe, AZ)
- …the use of our complex treasury and cash management products and services . As a Client Service Senior Associate in the Commercial & Investment Bank, ... you will resolve client requests while working in partnership with ...clients + Influence internal partners to recommend products and services based on knowledge of client behaviors… more
- Vanguard (Scottsdale, AZ)
- …them fairly, and to give them the best chance for investment success." As a Client Representative, Senior Associate within our Brokerage & Investments Center ... internal policies, and market developments. Qualifications include + Experience in client services preferred. + Familiarity with brokerage products and… more
- JPMorgan Chase (Boca Raton, FL)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
