- Plante Moran (Southfield, MI)
- …experience. Previous investment industry and administrative experience preferred Client service orientation combined with creative problem solving skills; ... to client information Client Services Administration Deliver superior client service Serve as a liaison between internal staff, custodian, and others as… more
- DWS Group (New York, NY)
- …the opportunity to work alongside internal groups, such as Portfolio & Asset management, Client Service & Marketing, external service providers, and clients. ... DWS Group Title: Real Estate Fund Finance /Fund Accounting Associate Location: New York Job Code: #LI-MB1 #LI-0 2...of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our… more
- Revantage Corporate Services (Dallas, TX)
- …based out of Revantage's office in Dallas, Texas. How You Add Value Client Service Establish and nurture strong relationships with portfolio companies, building ... with the client to provide process recommendations and solutions Provide excellent client service to portfolio companies and Blackstone, as well as other… more
- PLACE (San Antonio, TX)
- …streamline client support, achieve your objectives, and deliver exceptional service . Qualifications You should be a self-driven sales professional with a passion ... revenue sharing, health insurance, growth share, vesting options, and investment opportunities. Responsibilities Mentorship and Training - Acquire practical… more
- Legal & General Retirement America (Stamford, CT)
- …experience in financial, investment or insurance industry, including experience in a client facing role. PRT specific experience is a plus. *College Degree (BA / ... day-to-day external communications. This includes but is not limited to in-person client meetings to establish and maintain those relationships as needed. *Respond… more
- PLACE (San Antonio, TX)
- …revenue sharing, health insurance, growth share, vesting options, and investment opportunities. Responsibilities Shadowing/Training - You'll train, role-play and ... - benefit from our cutting-edge PLACE Technology to streamline client support and ensure you're consistently meeting your and...your and your family's goals all while delivering outstanding service to our amazing clients. Qualifications To be an… more
- National Veterinary Associates (Edinboro, PA)
- …Joint Ownership Opportunity Available (Optional) Are you ready to lead a well-established, full- service practice with a loyal client base and a passionate ... from protocols to case management Leading and mentoring our team of associate veterinarians and support staff Ensuring full compliance with veterinary regulations… more
- Bluffton SC (Durham, NC)
- …the strategic leadership, operational oversight, and continued growth of a full- service , all-hazards fire department serving one of South Carolina's fastest-growing ... who respects every rank, can bridge the gap between political and service -oriented responsibilities, establish a clear and effective division of labor, and… more
- PNC (Indianapolis, IN)
- …all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any ... valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will… more
- PNC (Indianapolis, IN)
- …all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any ... 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… more
- Coldstream Wealth Management (Portland, OR)
- …merged with Coldstream Capital. Located in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service ... manner. + Serve as a liaison between clients and custodians/ investment managers, including managing client information and...tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream… 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... service models. + Research and resolve complex client issues, including investment product details and… more
- KeyBank (Fort Myers, FL)
- **Location:** 12830 University Drive - Fort Myers, Florida 33907 **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team ... and retention. + Develop and maintain proficiency in all service functions for deposit accounts, loans and investment... investments . + Demonstrated proficiency and effectiveness in client service skills (including handling client… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate - Wealth Management Are you a client -focused professional with a passion for financial services and a drive to grow ... service . About the Role As a Client Service Associate , you'll play...trades and client transactions promptly. + Support client meetings with performance reports and investment … more
- JPMorgan Chase (Charlotte, NC)
- Join our dynamic team as a Client Service Associate and become a vital part of our mission to elevate client experiences. As a Client Service ... enhance client relationships. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
- JPMorgan Chase (Dallas, TX)
- The Client Service Associate is...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, ... for establishing, maintaining, and building client relationships. The Client Service Associate works in a team-oriented environment with Financial… 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... + Experience in personal tax, financial planning or investment management + Strong client service… more
- JPMorgan Chase (Charlotte, NC)
- Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build ... in the ever-evolving world of commercial banking. As a Client Service Associate within JPMorganChase,...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Raymond James Financial, Inc. (Boston, MA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of… more
- Nuveen Investments (New York, NY)
- …be 12 months. This term could be extended based on company business needs. The Client Service Associate partners with associates across Global Client ... accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates… more
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