- Context Travel (Philadelphia, PA)
- Senior Client Associate , UK, Ireland,...service to our clients + Build and track client requests for non-Context products to support Client ... have been backed by growth equity since 2017. ROLE: Senior Client Associate , UK, Ireland,...advisors, the role requires a high level of professional service skills, communication skills, proactivity, and the ability to… more
- Wells Fargo (Sewickley, PA)
- **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
- 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
- CIBC (San Francisco, CA)
- …about 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 ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How...accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in working… more
- Wells Fargo (East Lansing, MI)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Wells Fargo (Rolling Hills Estates, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Publicis Groupe (Birmingham, MI)
- …from our competitors and provide a critical foundation for the agency. The Senior Associate , Client Operations supports the Operations Supervisor and ... Director. At the macro level, for their assigned client , the Senior Associate will...building relationships - a creative problem solver, a customer service expert, and a great team player. + A… more
- Publicis Groupe (Chicago, IL)
- …finance and marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate… more
- JPMorgan Chase (Plano, TX)
- …and sales to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Client Consulting, you ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… more
- NTT America, Inc. (TX)
- …place where you can grow, belong and thrive. **Your day at NTT DATA** The Senior Associate Client Success Manager is responsible for the onboarding, ... objectives and metrics to provide a high level of client service Manages approved corporate strategic projects....of IT infrastructure preferred + Knowledge of IT managed services and/or cloud computing a plus + Knowledge of… more
- Aristotle Capital Management (Newport Beach, CA)
- …focused on research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The ... Senior Associate , Client Service is an...Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services , LLC, are affiliated organizations. Each is an independent… more
- Robert Half Office Team (Los Angeles, CA)
- …at every interaction. As we continue to grow, we're looking for a detail-oriented, proactive Client Services Senior Associate to join our team in ... the next level. What You'll Be Doing As a Client Services Senior Associate...Fidelity, etc.) and internal departments + 3-5+ years of client service experience in a wealth management,… more
- JPMorgan Chase (Plano, TX)
- …the use of our complex treasury and cash management products and services . As a Client Service Senior Associate in the Commercial Bank, you will ... client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the...clients + Influence internal partners to recommend products and services based on knowledge of client behaviors… more
- JPMorgan Chase (Los Angeles, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- WTW (Philadelphia, PA)
- **Description** As a Senior Associate , you will be the primary point of contact for your clients, building strong relationships and understanding their ... related field. + 2-5 years of proven experience in client success, customer service , or a technical...client -focused solutions. + Experience with upselling or identifying client needs to promote relevant services or… more
- Raymond James Financial, Inc. (Dallas, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Raymond James Financial, Inc. (Westlake, OH)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience. * OR ~… more
- Raymond James Financial, Inc. (Charleston, SC)
- …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. (FL)
- …proactive, virtual support to financial advisors. Provide efficient, high quality client service , account maintenance, and administrative support to advisors ... levels. * Work independently. * Provide a high level of customer service . **Educational/Previous Experience Requirements** * Associate 's degree and five (5)… more
- Kestra Financial (Raleigh, NC)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None ... Financial, a growing financial planning firm, is seeking a Client Service Associate to assist...will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer… more
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