- JPMorgan Chase (Tempe, AZ)
- Join JPMorgan Chase Global Banking as a Client Service Account Manager in the Client Onboarding and Service team. In this role, you will support a ... client satisfaction, and potential impediments to a high level of service satisfaction + Client 's central point of resolution and escalation for service … 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
- Citigroup (Jacksonville, FL)
- The Registered National Investor Center Account Opening Associate is a Client Service and Sales support position, fully responsible for servicing and ... of products and services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. + Provides… more
- JPMorgan Chase (New York, NY)
- As an associate in the ICAM team, you will play...global teams and lines of business to ensure seamless client service and information flow. + **Thought ... + **Strategic Leadership:** Develop and implement strategic initiatives to enhance client relationships and drive business growth. Collaborate with SRMs to identify… more
- Kestra Financial (Raleigh, NC)
- 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 ... creating the life they envision. Who We Want: The client service associate plays a...account maintenance, and compliance + Process, submit, and service all account paperwork/requests; follow through to… more
- HUB International (Austin, TX)
- …integrity and building success by developing relationships with others **Job purpose:** The Client Service Associate provides essential support to the ... schedules, and supporting both the advisor and clients, the Client Service Associate plays a...to resolve account issues and ensure seamless service delivery + Safeguard all client and… more
- Raymond James Financial, Inc. (Manassas, VA)
- …of attention and service . McDermott Armati Wealth Strategies is seeking a Senior Client Service Associate who shares our vision and mission. The role ... clients receive exceptional, personalized attention throughout their financial journey. The Senior Client Service Associate also manages key operational and… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... be based in Baltimore, MD. The Client Service Associate serves as...implementation and servicing issues. + Initiates, updates and verifies client , account , or transaction details in relevant… 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 ... exceptional client service . The Senior Client Service Associate reports directly...of contact for clients regarding service requests, account maintenance, and problem resolution. + Ensure client… 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 ... provide proactive, virtual support to financial advisors. Provide efficient, high quality client service , account maintenance, and administrative support to… more
- CIBC (New York, NY)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a **Senior Client Service Associate ** , you will support Private ... efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with… more
- Raymond James Financial, Inc. (Carmel, IN)
- …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
- Raymond James Financial, Inc. (San Francisco, CA)
- …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
- CIBC (San Francisco, CA)
- …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 more complex ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...interview._** **How you'll succeed** + Prepare and process new account paperwork + Open new accounts and sub-accounts +… more
- Raymond James Financial, Inc. (Greenville, SC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...manage and standardize best practices for various activities: new client on-boarding, + large client liquidity events,… more
- Raymond James Financial, Inc. (St. Louis, MO)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. * Prepares financial reports,… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New...**You will be responsible for:** + Responsible for new account set up, change requests, & processing cash raises ... of our clients. We are looking for our next Client Service Associate to support...& Orthodontia Benefits + Vision Benefits + Health Savings Account (HSA) + Health and Dependent Care Flexible Spending… more
- The Cigna Group (Cleveland, OH)
- …geographically assigned local market client /broker meetings. * Accountable to keep account team and service leadership team well informed of account ... ** Client Account Lead Analyst - Cigna...service plans to facilitate results attainment for the client experience and net promoter score (NPS), persistency and… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …is very important to our team. Cedar Rapids Raymond James is seeking a Registered Client Service Associate who is a motivated, detail-oriented, and creative ... Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
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