- 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
- JPMorgan Chase (Tempe, AZ)
- …enjoy servicing a portfolio of financial clients, this could be the role for you! As a Client Service Account Manager within the Client Service team, ... organization acts as a central point of resolution to support the client 's business operations, identify product/ service gaps and development opportunities, and… 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
- HUB International (San Antonio, TX)
- …+ Few years of experience in an insurance Account Management role or Client Service Associate role (brokerage experience preferred), or a strong interest ... Account Manager is responsible for managing the entire account - service process, marketing clients to various carriers,...producer and other team members on all aspects of client service , marketing, and renewals while adhering… 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
- Aston Carter (Bellevue, WA)
- Description The Client Service Associate will assume responsibility for key aspects that support client -facing and operational functions of our wealth ... management group. The Client Service Associate will strive...help complete deliverables for assigned clients * Facilitate new client onboarding * Complete client account… more
- PNC (Houston, TX)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will ... may be performed remotely, at the manager's discretion. 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
- Robert Half Finance & Accounting (Wethersfield, CT)
- Description Client Service Associate / Relationship Manager - wealth management firm Direct-Hire / Permanent position Robert Half contact: ... area in their search of a Relationship Manager / Client Service Associate to join...their inquiries promptly. * Manage administrative tasks such as account updates, cashiering, and ensuring all client … more
- CIBC (Atlanta, GA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate , you will provide day-to-day ... foundations) and act as a trusted partner to the Client Service Manager(s) by serving as their...clients in the accurate and highly productive completion of account administrative duties. Responsibilities include but are not limited… more
- Raymond James Financial, Inc. (Dallas, TX)
- …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. (Westlake, OH)
- …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)
- …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. **How...responsibilities. **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
- CIBC (New York, NY)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate , you will provide day-to-day ... foundations) and act as a trusted partner to the Client Service Manager(s) by serving as their...clients in the accurate and highly productive completion of account administrative duties. Responsibilities include but are not limited… more
- Raymond James Financial, Inc. (Memphis, TN)
- …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. (Hanover, NH)
- …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
- Robert Half Finance & Accounting (Wilmington, DE)
- …Stable client within the finance industry is looking to staff a tech savvy Client Service Associate who can assist with supporting marketing and business ... system, processing purchase orders, and monitoring inventory. The ideal Client Service Associate will also...and are not limited to: . 1+ years customer support/ account management experience . MUST be proficient in MS… more
- AON (New York, NY)
- Associate Account Executive - New York...and analyze data and drafts, including assigned elements of client service plans, stewardship reports and other ... succeed. What the day will look like As an Associate Account Executive in our New York...and analyze data and drafts, including assigned elements of client service plans, stewardship reports and other… more
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