- Bank of America (Northbrook, IL)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- SouthState Bank (Charleston, SC)
- …purpose. Your future begins here! SUMMARY/OBJECTIVES It is the responsibility of the Client Services Associate to take ownership of all tasks and challenges ... are committed to helping our team members find their success while maintaining the integrity of our values: building...clients. ESSENTIAL FUNCTIONS It is the responsibility of the Client Services Assistant to take ownership and be proactive… more
- Stifel (Naples, FL)
- … meets success . What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with ... belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm...the opening and maintenance of client accounts and records, performs a wide variety of… more
- Cerity Partners (Mill Valley, CA)
- The Client Service Associate role focuses on supporting clients and advisors by executing administrative tasks and handling client requests. Responsibilities ... include assisting with account openings, processing paperwork, scheduling client meetings, and preparing reports. The Associate ensures CRM data accuracy and… more
- AO Garcia Agency (Minneapolis, MN)
- …Qualifications: *Exhibit excellent communication skills, ensuring clear and effective client interactions. *Possess basic computer knowledge, allowing for seamless ... with weekly pay, based on a suggested schedule designed for success . *Unlock bonus structured contracts, recognizing your exceptional performance. *Prioritize your… more
- Edelman Financial Engines (Fairfax, VA)
- Description Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe ... stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything… more
- LPL Financial Holdings, Inc. (Peabody, MA)
- …in a financial planning office, leveraging your skill sets including client communication, documentation, analysis, and planning. You'll collaborate in a small ... in Wealthbox (our contact management system), contributing to a seamless client experience through professional communication and interactions. Educate clients on… more
- PatientPoint (Los Angeles, CA)
- …Location: Greater NYC, NY or Los Angeles County, CA Job Summary: The Client Sales Associate supports revenue growth by working with senior-level strategic ... strong support system is in place to help ensure you drive success and exceed client expectations. Specific Success Criteria and Role Responsibilities: Helps… more
- Tennr (New York, NY)
- …automation and feedback into roadmap-shaping insights. You'll run hands-on trainings, execute client success plans, and ensure that every customer sees clear, ... and other top investors. About the Role As an Associate Customer Success Manager at Tennr, your...We're Looking For 1-3 years of experience in a client -facing role (eg, customer success , account management,… more
- Morgan Stanley (Tampa, FL)
- …Stanley Virtual Client Solutions team is seeking a fully licensed Registered Client Service Associate in our Tampa, FL office to help effectively educate, ... their assets. Position Overview: As a fully licensed Registered Client Service Associate , you will provide industry...and passion of our people is critical to our success . Together, we share a common set of values… more
- Mariner (Nashville, TN)
- Job Description The senior client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service, care and ... associates a client connects with, the senior client service associate is instrumental in making...management experience preferred Skills and Knowledge Demonstrates ability and success with problem solving; able to resolve issues without… more
- LPL Financial Holdings, Inc. (Fort Worth, TX)
- …meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if ... work with multiple internal departments at a growing company. Responsibilities: Client Service Functions Daily direct communication with advisors and clients while… more
- JPMorgan Chase & Co. (Brooklyn, NY)
- Job Description Join our team as a Client Implementation Lead, where you will play a pivotal role in driving client requirements gathering and proposing target ... industry. Your expertise will ensure seamless project execution and client satisfaction. As a Client Implementation Lead,...to our global workforce are directly linked to our success . We are an equal opportunity employer and place… more
- BOK Financial (Addison, TX)
- …and a company dedicated to your success , growth, and advancement. Job Description The Client Service Associate serves as the first point of contact to meet ... client needs and is responsible for working with Private...and partnership you can make an impact on the success of the bank, customers and your own career!… more
- SSC (Charlotte, NC)
- Position Title: CLIENT SUCCESS MANAGER - REMOTE Salary: $85,000 - $110,000 SSC Services for Education is known for our expertise, commitment, and value; and we ... and the Compass Employee Referral Policy, email MyReferral@compass-usa.com. Job Summary As a Client Success Manager, you will support SSCs growth and retention… more
- JPMorgan Chase & Co. (San Francisco, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our...to our global workforce are directly linked to our success . We are an equal opportunity employer and place… more
- Narmi (New York, NY)
- …requirements and enhancements What you'll bring: 3+ years of experience in client management, customer success , or product management Comfort interacting with ... both internal and external stakeholders, while retaining a focus on executing for Narmi's customers Outstanding communication skills; with comfort presenting to and influencing a range of stakeholders at large enterprise organizations Excellent organizational… more
- Marks, an sgsco company (Chicago, IL)
- …while ensuring the work is anchored in smart, effective solutions. As Associate Creative Director, you'll lead a dynamic, project-based team tackling diverse brand ... across a broad range of clients and industries. You'll partner closely with client services to shape proposals, define project approaches, and build lasting … more
- State Street Corporation (Quincy, MA)
- …to key strategic projects in addition to delivering services for our clients. This Associate position plays a key role within our mutual fund trading team. The role ... be joining plays an important role in the overall success of the organization. Across the globe, institutional investors...What you will be responsible for As Unit Dealing Associate II you will Develop a deep understanding of… more
- Tapestry (Clarksburg, MD)
- …Tapestry's commitment to equity, inclusion, and diversity. job title: sales associate department/location: retail flsa status: non-exempt report to: store manager ... but are not limited to the following: essential duties and responsibilities client & service expert: *achieves individual sales goals *develops strong product… more
