- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 and… 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
- 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. **How you'll succeed** + Prepare and… more
- JPMorgan Chase (Chicago, IL)
- As a Client Service Account Manager, within JP Morgan Payments Client Service , you will support a portfolio of large corporate and/or financial ... organization acts as a central point of resolution to support the client 's business operations, identifies product/ service gaps and development opportunities,… more
- JPMorgan Chase (Tempe, AZ)
- …enjoy servicing a portfolio of financial clients, this could be the role for you! As a Client Service Account Manager within the Client Service team, you ... organization acts as a central point of resolution to support the client 's business operations, identify product/ service gaps and development opportunities, and… more
- Aristotle Capital Management (Newport Beach, CA)
- …focused on research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The ... Senior Associate , Client Service is an integral part of APC's institutional business development team. The individual is responsible for RFPs and… 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
- 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
- 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
- Raymond James Financial, Inc. (FL)
- …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
- 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
- Deloitte (Charlotte, NC)
- …to risk management aimed at ensuring the smooth operation and successful client service delivery. As an AML Project Associate Senior Consultant, you will ... to join our Risk Advisory team as a Project Associate Senior Consultant in Anti-Money Laundering ("AML")....work with our AML and sanctions team to support client service delivery. Through your participation in… more
- WTW (Chicago, IL)
- **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... proven ability to identify and resolve issues + Strong client service orientation and ability to respond...and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred… more
- Context Travel (Philadelphia, PA)
- Senior Client Associate , UK, Ireland,...service to our clients + Build and track client requests for non-Context products to support Client ... have been backed by growth equity since 2017. ROLE: Senior Client Associate , UK, Ireland,...advisors, the role requires a high level of professional service skills, communication skills, proactivity, and the ability to… more
- WTW (Brookfield, WI)
- **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively and in… more
- WTW (Arlington, VA)
- **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... with vendors and key clients internally and externally, create client deliverables and ensure quality standards are met. You...and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred… more
- Aristotle Capital Management (Los Angeles, CA)
- …on research, investment management and client success. We are currently seeking a Senior Associate , Client Reporting to join our team. The Senior ... Associate of Client Reporting will support client reporting deliverables, ensuring timely, accurate, and insightful reports....of reporting tools like Seismic or Vermilion. Experience in client service is highly valued, as the… more
- Wells Fargo (Birmingham, MI)
- **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 appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Wells Fargo (San Francisco, 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 appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more