- Publicis Groupe (Chicago, IL)
- **Company Description** **Job Description** The Senior Client Associate 1 is a sales position responsible for account relationship revenue generation within ... The responsibilities focus on identifying, developing, and presenting value-driven, client -centric marketing solutions that leverage Epsilon's premier data assets… more
- Wells Fargo (Beverly Hills, CA)
- **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
- DSPolitical (Washington, DC)
- …dynamic, client -centered environment and join DSPolitical's Client Services team! As a Senior Client Services Associate , you will serve as a day to ... day client contact for the client team and immediate support to the Client Services Associates. Who Are We? DSPolitical pioneers the best integration of data… more
- Morgan Stanley (Washington, DC)
- …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 (San Antonio, TX)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...help shape the future of service by modernizing the client experience through an elevated standard of care. The… 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
- 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 resolve ... the globe. You are a trusted member of the client 's team and deeply connected to deliver the growth...serve as the primary point of contact for each client assigned to your portfolio. You will interact with… more
- Dcode (Washington, DC)
- …$71,000 - $92,000 Job Description JOB DESCRIPTION Our team is looking for a passionate Senior Program Associate on Dcode's Client Success team to help ... support our fast growing government business! As a senior program associate , you will support customer...years of work experience + Prior experience delivering government-facing client work + The ability to work without being… 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
- JPMorgan Chase (Garden City, NY)
- …scope allow us to customize solutions tailored to clients' specific needs As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... will establish, maintain, and build relationships while delivering exceptional client service. In this position you will have extensive... service. In this position you will have extensive client contact; you will be involved in all activities… more
- JPMorgan Chase (Los Angeles, CA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive... service. In this role you will have extensive client contact and will be involved in all activities… more
- Publicis Groupe (Troy, MI)
- …and dealers unlock their full potential. You will manage a book of client accounts within this exciting industry, driving revenue growth and ensuring exceptional ... client satisfaction. You will become a trusted advisor to...You'll Do:** + Develop and manage a book of client accounts, driving growth through cross-selling, up-selling, and identifying… more
- Neuberger Berman (New York, NY)
- **Responsibilities:** + Serve as the client 's main point of contact for inquiries regarding account information, online access, documentation and reporting + Handle ... the daily review and maintenance of client accounts, including any administrative changes or cash/security movements and insufficient funds for scheduled remittances… more
- KPMG (New York, NY)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 110045 - 68 **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
- M&T Bank (Iselin, NJ)
- …of complexity, to both internal and external clients as part of the internal client service team. Participates as part of the Wealth relationship team to guide ... sensitive and/or difficult client situations to a mutually satisfactory resolution. Handles routine...telephone, email and fax. **Primary Responsibilities:** + Supports the client team to process workflow tasks in a timely… more
- Raymond James Financial, Inc. (Greenville, NC)
- …and assistance on projects and job functions within the department. Associate will be responsible for supporting department training including the maintenance ... and production. * Monitors and resolves issues related to regulations regarding client accounts, to identify potential problems or status of high-risk accounts and… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …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
- Kestra Financial (Raleigh, NC)
- …in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None Knowledge, ... are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their… more
- HUB International (Bethesda, MD)
- …other client account forms + Run reports and provide status updates to senior client service associate (s) on new account forms, confirming account ... passionate about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our… more