- Unknown (Columbus, OH)
- Associate Vice President, Risk Management Client Analytics About the Company Prestigious provider of risk & claims management services Industry Insurance ... program improvement opportunities, developing data-driven recommendations, and presenting insights to senior executives and clients. A client -centric mindset, a… more
- Unknown (Nashville, TN)
- Associate Vice President and Wealth Advisor About the...with a preference for those with exposure to HNW/UHNW client service or financial planning. A CFP(R) ... Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its Private Wealth Division. This role is ideal… more
- Unknown (San Francisco, CA)
- …due diligence for various infrastructure assets, managing multi-disciplinary teams, and providing client advisory services . The role demands a professional with ... Associate Vice President, Technical Due Diligence Advisor About...Globally recognized consultancy specializing in transport management & infrastructure services Industry Business Consulting and Services Type… more
- Unknown (Washington, DC)
- …in driving strategic growth, leading the TDD market, and fostering long-term client relationships within the infrastructure sector. This senior position requires ... Associate Vice President, Technical Due Diligence Advisor About...Globally recognized consultancy specializing in transport management & infrastructure services Industry Business Consulting and Services Type… more
- Unknown (Los Angeles, CA)
- Senior Managing Director, Commercial Real Estate Capital Markets About the Company Respected financial intermediary specializing in commercial real estate ... transactions Industry Financial Services Type Privately Held Founded 2019 Employees 11-50 Specialties...capital About the Role The Company is seeking a Senior Managing Director for its Commercial Real Estate Capital… more
- Unknown (New York, NY)
- …integrity and the ability to lead a high-performing finance organization that prioritizes client service . Hiring Manager Title Dean Travel Percent Less than 10% ... Associate Dean & Chief Financial Officer (CFO) About...Dean and Chief Financial Officer (CFO) to join its senior leadership team. The successful candidate will be responsible… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …retirement plan services , and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support ... Summary World Insurance Associates is a unique financial services organization with a global network of brokers...to lead service and/or Client Advisors, by following established… more
- World Insurance Associates, LLC. (Worcester, MA)
- Position Summary The Senior Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under ... service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead...and delivers results at the close direction of a senior team member. Education + HS Diploma or equivalent… more
- World Insurance Associates, LLC. (Ramsey, NJ)
- …the firm's Investment Committee and Financial Planning Committee. The Senior Client Associate will deliver high-quality service and operational support ... Position Objective The Senior Client Associate is...operations, and ensuring accurate and timely execution of all client service activities. This role supports advisors… more
- Capital One (Mclean, VA)
- Senior Associate , Product Management - Client Acquisition & Management Experiences Product Management at Capital One is a booming, vibrant craft that ... a strong capacity to plan, execute, and deliver results, translating complex client and associate requirements into high-value, streamlined product solutions.… more
- Wells Fargo (Nashville, TN)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- JPMorgan Chase (Chicago, IL)
- …through cutting-edge research, influencing product design and functionality. As an Experience Research Senior Associate in the Global Client and Employee ... a pivotal role in shaping user experiences across our products and services . Leveraging advanced proficiency in research methods, analysis, and both quantitative and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …connect and see whether this opportunity could be the perfect next step in your career. Senior Client Associate About the Role We're looking for a Senior ... + Serve as the primary point of contact for client service needs, ensuring prompt and accurate...needs, ensuring prompt and accurate execution. + Partner with senior leadership on customized client strategies and… more
- R1 RCM (Chicago, IL)
- …encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As a Client Delivery Senior Associate your role will be ... various ad hoc tasks in response to client requests. The Client Delivery Sr. Associate primary focus is on delivering exceptional service to assigned… 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 ... delivering exceptional client service . The Senior Client Service Associate...field preferred. + 5+ years of experience in financial services , with a solid understanding of broker-dealer operations and… more
- Coldstream Wealth Management (Portland, OR)
- …ability to manage multiple tasks independently + A Bachelor's degree is preferred Keyword: Senior Client Service Associate From: Coldstream Wealth ... If you're interested in building your career in financial services , Coldstream has a fantastic opportunity to join one...join one of our wealth management teams! As a Client Service Associate on one… more
- JPMorgan Chase (Tempe, AZ)
- …delivers premier client service , JP Morgan is the place for you! As a Senior Client Service Associate within the US Private Bank at JPMorgan you ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Raymond James Financial, Inc. (Deerfield, IL)
- …seeking to add a ** Senior ** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services team. This is an ... a collaborative environment and is passionate about delivering exceptional client service . As a key member of...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Publicis Groupe (New York, NY)
- …Novartis, Samsung, Visa and more. **Overview** **Position Summary:** The Sr. Associate supports the Investment Operations Director and Manager with processes, ... to detail They will work closely with Investment, Reconciliation and Client Operations teams. **Responsibilities** **Specific Responsibilities** : + Support Manager… more
- JPMorgan Chase (Chicago, IL)
- 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...environment. + Experience engaging in strategic planning to align client services with organizational goals and … more
