- Oklahoma State University (Oklahoma City, OK)
- …50% of time and effort between each program while also assisting Senior Director with monthly reports. Maintains professional office procedures, overseeing office ... school and college level participants and their families. Required Qualifications Associate 's in business management, computer information systems, or related fields… 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 ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting +… more
- JPMorgan Chase (Tampa, FL)
- …of credit needs, this could be the role for you! As a Senior Client Service Account Associate in The Trade and Working Capital Client Service ... East and Asia. You will maintain a passion for client service in everything you do. You...primary point of service contact for each client within your assigned portfolio, and a senior… 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 ... make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Senior Associate within JPMorganChase, you will play a key… 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...Chase standards and operating principles + Develop long term client relationships + Proactively work to determine service… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate Location:...Key Responsibilities + Serve as the primary contact for client service requests + Execute client ... regarded multi-family office is seeking a polished and proactive Senior Client Associate to join...preferences and exceeding expectations + Guide and support junior client service associates and analysts + Assist… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . This role ... for establishing, maintaining, and building client relationships. The Client Service Associate works in a team-oriented environment with Financial… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely ... execution across a range of requests + Collaborate with senior leadership to implement client -specific strategies and...firm priorities as needed Requirements + Proven experience in client service with high net-worth individuals, wealth… more
- Raymond James Financial, Inc. (Tinton Falls, NJ)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... 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
- M&T Bank (Paramus, NJ)
- …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
- Robert Half Finance & Accounting (CA)
- …wealth management firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional ... and performance data (no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex … 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 ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- JPMorgan Chase (Chicago, IL)
- Do love to serve international clients? This could be the role for you! As a Client Service Account Manager in the Client Onboarding and Service team, ... and product management, you will recommend strategies to drive client growth and enhance operational efficiency. Our Service... client growth and enhance operational efficiency. Our Service organization acts as a central hub for resolving… more
- JPMorgan Chase (Houston, TX)
- …managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a ... portfolio of large corporate or financial institution clients. As a Client Service Account Manager within the (X) team, you will support a portfolio of large… more
- 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
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate or Associate Director of Client Service Location: 100% Remote (Optional hybrid from San Francisco ... Bonus (15-30%) A boutique wealth advisory firm is seeking a highly capable and polished Senior Client Service Associate or Associate Director of … 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
