- 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 (Paducah, KY)
- **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 ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Client Associate role to anticipate and proactively… more
- Wells Fargo (Melville, NY)
- **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 (Mclean, VA)
- **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
- JPMorgan Chase (San Francisco, CA)
- …This is a unique opportunity to join a leading commercial real estate lender as a Client Associate on our sales team. The Commercial Term Lending (CTL) Group is ... by a strong entrepreneurial spirit and offers exceptional professional development. As a Client Associate , you will be motivated to succeed and understand that… more
- Publicis Groupe (Chicago, IL)
- **Overview** **How You'll Make an Impact** The Client Associate will be the driving force behind seamless operational execution and exceptional client ... through streamlined processes and timely order fulfillment! As a Client Associate within the retail vertical, you...+ Foster a collaborative team that consistently delivers outstanding client service to retail clients. + Mentor… more
- Bank of America (Northbrook, IL)
- Wealth Management Client Associate Northbrook, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… more
- JPMorgan Chase (Boca Raton, FL)
- 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
- JPMorgan Chase (Palm Beach Gardens, FL)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… 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
- CNO Financial Group (Carmel, IN)
- …This position is bonus eligible. Optavise, a CNO Financial Group Company, is seeking a Senior Client Services Associate to manage both client ... main Optavise contact for clients, brokers, and partnering vendors, Sr Client Services Associates build... strategy, as well immediate operational deliverables. **As a Senior Client Services Associate… more
- Raymond James Financial, Inc. (Manassas, VA)
- … relationships are the foundation of a successful financial services practice. As a Senior Client Service Associate , you are entrusted with: + ... service . McDermott Armati Wealth Strategies is seeking a Senior Client Service Associate...degree or equivalent experience. + 5+ years in a client service and financial services … 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
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …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. (Greenville, 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
- Citigroup (San Antonio, TX)
- …transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) ... service centers. The registered CPWM Citigold Private Client Servicing Associate will be responsible for...timely feedback to senior management to identify client pain points and barriers to exceptional service… more
- CIBC (New York, NY)
- …contribute. 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 ... you are** + **Educational background:** You have a bachelor's degree (preferred). + ** Client service experience:** You have 3+ years of financial industry… more
- Raymond James Financial, Inc. (Atlanta, GA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic...the financial advisors and branch office. * Opens new client accounts, researches client and security information… more
- Kestra Financial (Kings Park, NY)
- …daily in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities ... Summary The Client Service Associate reports...will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development support, a… more