- 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
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- …Word, Excel and PowerPoint. -Knowledge of the Fifth Third banking systems is preferred. Sr . Client Service Associate , Wealth & Asset Management ... or BS/BA is preferred. -Brings a minimum of 3 years of successful banking/ client service experience in retail, commercial, business, private banking, and/or … more
- Raymond James Financial, Inc. (New York, NY)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… 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 ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **Responsibilities include:** + Prepare… more
- Morgan Stanley (San Antonio, TX)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** *Texas-San Antonio* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Morgan Stanley (Seattle, WA)
- …**Wealth Management* **Title:** *Private Wealth Management Senior Registered Client Service Associate * **Location:** *Washington-Seattle* **Requisition ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through… more
- HUB International (Bethesda, MD)
- …and other client account forms + Run reports and provide status updates to senior client service associate (s) on new account forms, confirming ... we are 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
- CIBC (New York, NY)
- …more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Client Service Associate supports Senior Relationship Managers and ... and situations with proficiency **Qualifications:** + Bachelor's degree preferred + Strong client service commitment + Understanding of wealth management a plus… more
- Kestra Financial (Columbus, OH)
- …as point of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, ... The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent… more
- JPMorgan Chase (Tampa, FL)
- …you are passionate about resolving escalations, you have found the right team! As a Client Service Associate - Escalation Manager (Tier 3) in Payments, you ... the Global Incident Management team and other partners providing information regarding client impacts, product, and helpdesk impacts. Maintain Senior leadership… more
- JPMorgan Chase (Charlotte, NC)
- …arise with the use of our complex treasury and cash management products and services. As a Client Service Sr . Associate in the Commercial Bank, you will ... Operations, Sales partners, and Bankers located in the United States and across the globe. Client Service Senor Associates are a trusted member of the client… more
- M&T Bank (Iselin, NJ)
- …level 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 ... a timely manner and to provide a high level of internal and external client service + Provides superior service through routine client communication with… 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 ... * Monitors and resolves issues related to regulations regarding client accounts, to identify potential problems or status of...stressful situations and provide a high level of customer service in a calm and professional manner. * Partner… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn Senior Client Service Manger San Jose (Downtown); hybrid - Paid Parking ... independence. + Process new account paperwork + Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment… more
- Kestra Financial (Westport, MA)
- …to detail, and time management skills. Essential Duties and Responsibilities * Supports Financial Advisor/ Senior Client Service Associate of a large book ... solve the needs of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing superior client experience. This… more
- Kestra Financial (Raleigh, NC)
- …customer service , attention to detail, and time management skills * Supports Financial Advisor/ Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent… more
- Morgan Stanley (Birmingham, MI)
- …Coordinates enrollment campaigns/meetings for institutional investors * Delegates work to team's Client Service Associate , as appropriate * Identifies ... *POSITION SUMMARY* The Institutional Consulting Associate on the Graystone Team is often the...Coordinates resolution of complex issues/concerns received from the institutional client with input from senior team members… more
- WTW (Hunt Valley, MD)
- …competencies and advanced knowledge expertise related to Health and Benefits to best service clients. + Responsible for servicing client priorities within the ... Human Resources Department + Understand the client 's business, goals, and service level expectations....and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred… more
- JPMorgan Chase (San Francisco, CA)
- Sr . Associate / Client , Finance & Strategy...is for you! **Job Summary:** We are looking for a Senior Associate / Client , Finance & Strategy ... approach. **Job Responsibilities** + Adept at communicating and interfacing with senior stakeholders, leveraging a blend of analytical skills and business acumen… more
- Otis Elevator Company (Marietta, GA)
- …GA, 30067 USA Otis Elevator Company is searching for a highly motivated Sr . Associate , Client Relationship Manager responsible for account management ... renewal efforts + Assist with customer concern resolution along with Operations, including Service PM and Supervisor + Partner with branch repair sales and business… more