- JPMorgan Chase (Chicago, IL)
- …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 ... Sales partners, and Bankers located in the United States and across the globe. Client Service Senior Associates are a trusted member of the client 's… 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 (Miami, FL)
- … by modernizing the client experience through an elevated standard of care. The Senior Client Service Associate assists with the development and ... (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** *Florida-Miami* **Requisition… more
- Morgan Stanley (Savannah, GA)
- …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** *Georgia-Savannah* ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through… 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
- Raymond James Financial, Inc. (Frisco, TX)
- …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
- 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 (Hartford, CT)
- Summary The Client Service Associate reports to the Senior Client Service Associate , Lead Advisor, or Principal Advisor and is critical to ... in pursuit of business objectives. + Other responsibilities as assigned by the Senior Client Service Associate , Lead Advisor, or Principal Advisor.… more
- CIBC (Atlanta, GA)
- …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
- 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 ... are passionate about our talent. We currently have an opportunity for a ** Client Service Associate - Wealth Management** to join our Retirement and Private… 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. (Las Vegas, NV)
- …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
- 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
- Comerica (Bloomfield Hills, MI)
- Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Ankura (Chicago, IL)
- …and providing excellent client service . The appropriate career level ( Senior Associate or Director) will be determined throughout the interview process. ... for multi-billion-dollar disputes between large multinational corporations and the Internal Revenue Service . The group is lead by experts that have testified in the… more
- Capital One (Richmond, VA)
- West Creek 7 (12077), United States of America, Richmond, Virginia Senior Associate , Client Services Treasury Management Servicing Are you looking for a ... to join the team. **Job Description** **:** At the Senior Associate level, you will be a...constraints or concerns + Keep internal and external stakeholders ( client , sales, service , operations, product) informed of… more
- Wells Fargo (Frisco, TX)
- **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 (Syracuse, NY)
- **About this role:** Wells Fargo is seeking a Profit Formula Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo ... 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
- KPMG (San Francisco, CA)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 112753 - 11 **Function:** Tax Services **Area of ... KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate ...a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied +… more