- Merck & Co. (Rahway, NJ)
- …audit and assurance services.Position Overview / Function and ResponsibilityThe Associate Director:Leads a small team through financial and compliance audits ... business scenarios following a risk based approach and maintains supporting documentation .Coaches in the skill of detecting, analyzing, quantifying and reporting… more
- Novo Nordisk Inc. (Plainsboro, NJ)
- …Managed Markets Strategy, Market Access Leadership Teams, Marketing, HEOR, and the Associate Director of Market Access Insights to identify market and customer ... make business critical decisions. Relationships This role reports to the Associate Director, Market Access Insights, Diabetes. Works closely with Commercial… 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 achieve ... goals and work toward creating the life they envision. Who We Want: The client service associate plays a critical role in the back-office functioning of… more
- Scotiabank (New York, NY)
- Associate Director, Global Capital Markets Documentation , GBM, New York, NY **Requisition ID:** 218678 **Salary Range:** 117,400.00 - 224,700.00 _Please note ... team, committed to results, in an inclusive and high-performing culture. **Title: Associate Director, Global Capital Markets Documentation , GBM, New York, NY**… more
- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within the PNC Private Bank organization, you will be ... basis. Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of contact for… more
- Cushman & Wakefield (St. Louis, MO)
- **Job Title** Associate Director, Portfolio Administration Client Solutions **Job Description Summary** The Portfolio Administration Client Solutions ... will assist senior team members in business development activities, proposal preparation, client engagement, and internal coordination. The role is ideal for a… more
- Santander US (Dallas, TX)
- CIB Client Lifecycle Management (KYC/AML), Associate Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator ... provided documentation for completeness. **Key Responsibilities** Complete Know your client process for new and existing clients, including research, request and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Associate Walnut Creek, CA | In-Office Preferred (Hybrid Flex) $70,000 - $90,000 DOE + Full Benefits + Career Growth Join a new and ... RIA in Walnut Creek that is actively hiring a Client Service Associate to support their growing...Schwab, Fidelity) + Prepare meeting materials, performance reports, and documentation ahead of client reviews + Maintain… more
- Woodforest National Bank (The Woodlands, TX)
- The Registered Client Service Associate works under general supervision, using specialized knowledge and skills obtained through experience and/or formal ... client account maintenance and support. . Manage the production and processing of all client account documentation . . Manage a client review process to… 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 ... to delivering exceptional client service. The Senior Client Service Associate reports directly to the...product details and pricing inquiries. + Ensure that all documentation and record-keeping meet compliance and regulatory standards. +… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and… more
- Eastern Bank (Portsmouth, NH)
- The Wealth Client Associate plays a key role in delivering exceptional client service and operational support to high-net-worth clients by collaborating with ... service inquiries and requests. + Assist with new client onboarding, including documentation , account setup, and coordination with internal teams. + Maintain… more
- Raymond James Financial, Inc. (Green Bay, WI)
- …proactively reach out to home office personnel for assistance as needed. + Process client documentation for proper opening and maintenance of accounts. + Receive ... money movement, and research information as needed + Ensure client paperwork and documentation is accurate and...and ability to retain that knowledge **Education/Previous Experience** + Associate 's degree and two (2) or more years securities… more
- CIBC (San Francisco, CA)
- …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 transactions ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we...+ Research and analyze fees + Complete and provide documentation for Annual Review Suite + Initiate contact with… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Apply now and connect with Jennifer Fukumae on LinkedIn for faster consideration. Client Service Associate (CSA) Location: Mountain View, CA (Onsite 4x/week, 5 ... and continued client trust. The Role: The Client Service Associate will play a vital... client needs + Maintain accurate and up-to-date client records and documentation + Proactively identify… more
- Neuberger Berman (New York, NY)
- …customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a ... for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client ...for the team's client base, including opening client accounts, assisting with required documentation , and… more
- CIBC (New York, NY)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** **Senior Client Service ... efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with… more
- JPMorgan Chase (Tampa, FL)
- …their letter of credit needs, this could be the role for you! As a Senior Client Service Account Associate in The Trade and Working Capital Client Service ... for managing and facilitating the unique and complex service needs of Global Trades client base. Service is delivered in a team-based model with key locations in the… more
- Raymond James Financial, Inc. (Miami, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry requirements, rules and… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry requirements, rules and… more
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