- Merck & Co. (Rahway, NJ)
- …audit and assurance services .Position Overview / Function and ResponsibilityThe Associate Director:Leads a small team through financial and compliance audits ... is described in the Pipeline Advertisement.Our Finance team brings together our financial perspectives into our overall strategic and tactical decision making. We… more
- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and...candidate will have 2+ years of experience in the financial services industry allowing for a good… 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 ... . The Senior Client Service Associate reports directly to the Financial Planner...business-related field preferred. + 5+ years of experience in financial services , with a solid understanding of… more
- WTW (Dallas, TX)
- …strengthening client partnerships and driving WTW's growth in the financial services sector. **Note:** Employment-based non-immigrant visa sponsorship and/or ... and research teams, and stay up to date on financial services industry trends to provide timely,...related field. + 2-5 years of proven experience in client success, customer service , or a technical… more
- Kestra Financial (Raleigh, NC)
- …We are: Cunningham Financial , a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients ... Associate Summary The Client Service Associate reports to the Financial...candidate will have 2+ years of experience in the financial services industry allowing for a good… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,...candidate will have 5+ years of experience in the financial services industry allowing for a good… more
- JPMorgan Chase (New York, NY)
- As a Client Service Manager (CSM) in Securities Services , you will join the client service team and support a book of clients. You will work closely ... client ongoing satisfaction with JPM. + Maintain client profiles and service level documents. +...three to five years of experience working at a financial services organization focused on Institutional clients.… more
- Bank of America (San Francisco, CA)
- …appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...partners closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- CNO Financial Group (Carmel, IN)
- …is bonus eligible. Optavise, a CNO Financial Group Company, is seeking a Senior Client Services Associate to manage both client and internal Optavise ... client strategy, as well immediate operational deliverables. **As a Senior Client Services Associate ,** **your responsibilities will include:** + Own… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a ... bachelor's degree is preferred. . 2+ year of customer service experience, preferably in financial services...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… more
- CNO Financial Group (Carmel, IN)
- …is bonus eligible. Optavise, a CNO Financial Group Company, is seeking a Senior Client Services Implementation Associate to manage both client and ... client strategy, as well immediate operational deliverables. **As a Senior Client Services Implementation Associate ,** **your responsibilities will… more
- Zions Bancorporation (Salt Lake City, UT)
- …are endless. You bring the talent; we bring the opportunity. **Role Summary** The Client Account Service Associate (CASA) plays a pivotal role in ... aligned to defined segmentation models. + Utilize Salesforce Financial Services Cloud and integrated workflows to manage service requests and track… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... for institutional investors. JPMorgan's North American Cash Equities Client Services is the primary point of...3+ years of experience or equivalent expertise in a client service role within a financial… more
- JPMorgan Chase (Plano, TX)
- 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 within...**Required qualifications, capabilities, and skills** + Skilled in managing client relationships within a financial services… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). +...School Diploma or equivalent and five (5) years of financial services industry service experience,… more
- Raymond James Financial, Inc. (San Francisco, CA)
- … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... maintenance. * May participate in live meetings with the Financial Advisor and their respective client (s). *...School Diploma or equivalent and five (5) years of financial services industry service experience.… more
- PNC (Cleveland, OH)
- …across all Wealth products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any ... respected, valued and have an opportunity to contribute to the company's success. As a Client Service Associate within the PNC Private Bank organization, you… more
- Raymond James Financial, Inc. (Charlotte, NC)
- … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). +...School Diploma or equivalent and five (5) years of financial services industry service experience.… more
- JPMorgan Chase (Charlotte, NC)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will...3+ years of experience or equivalent expertise in a client service role within a financial… more
