- Coldstream Wealth Management (Bellevue, WA)
- …Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Senior Client Service Associate on one of our growing ... reliability (the team's hours are 7 AM to 4 PM, Monday through Friday) Keyword: Senior Client Service Associate From: Coldstream Wealth Management more
- Coldstream Wealth Management (Mercer Island, WA)
- …your client service career in the wealth management industry? As a Senior Client Service Associate with Coldstream, you will support multiple ... reliability (the team's hours are 8 AM to 5 PM, Monday through Friday) Keyword: Senior Client Service Associate From: Coldstream Wealth Management 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 ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… more
- Morgan Stanley (West Palm Beach, FL)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate **Location:** *Florida-West Palm ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Description** **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative… more
- JPMorgan Chase (Irvine, CA)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will ... Sales partners, and Bankers located in the United States and across the globe. Client Service Senior Associates are a trusted member of the client 's… more
- JPMorgan Chase (Plano, TX)
- The Client Service Associate is the primary point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . This role ... for establishing, maintaining, and building client relationships. The Client Service Associate works in a team-oriented environment with Financial… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and assistance on projects and job functions within the department. Associate will be responsible for supporting department training including the maintenance ... * Monitors and resolves issues related to regulations regarding client accounts, to identify potential problems or status of...stressful situations and provide a high level of customer service in a calm and professional manner. * Partner… more
- Kestra Financial (Raleigh, NC)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None ... 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… more
- CIBC (Denver, CO)
- …other custodial services for high-net-worth individuals, their families, foundations and/or endowments. The Senior Client Service Associate executes the ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed:** + Prepare and… more
- JPMorgan Chase (Tempe, AZ)
- Apply today for an opportunity to join an amazing team! As a Senior Client Service Associate for Dealer Services, you will be responsible for various ... In this role, you will serve as the primary point of service contact for each client within your assigned portfolio. The assigned client portfolio may… more
- Kestra Financial (Columbus, OH)
- …as point of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, ... The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent… more
- Kestra Financial (Raleigh, NC)
- …customer service , attention to detail, and time management skills * Supports Financial Advisor/ Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent… more
- BMO Financial Group (Tempe, AZ)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... current clients. + Shares any information with Management received while conducting client service business that would indicate a risk or an opportunity to the… more
- WTW (Detroit, MI)
- As a Health and Benefits Senior Associate , you will contribute to a wide variety of complex projects involving the design, financing and ongoing management of ... Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively and in… more
- JPMorgan Chase (Chicago, IL)
- …servicing a portfolio of large clients? This could be the right role for you! As a Client Service Account Manager in the Retail & Pharma team, you will support a ... organization acts as a central point of resolution to support the client 's business operations, identifies product/ service gaps and development opportunities,… more
- WTW (South Jordan, UT)
- …strategic relationship management and consultative services to clients. The Senior Associate will work within the Individual Marketplace service line and ... actuaries, and other client -facing associates to ensure client satisfaction. The Senior Associate ...issues to incorporate into wider solutions + Consult on service , communications, and funding strategies to various levels of… more
- Wells Fargo (Dallas, TX)
- **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 (Sewickley, PA)
- **About this role:** Wells Fargo is seeking a Profit Formula Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. ... 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
- KPMG (New York, NY)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 112753 - 68 **Function:** Tax Services **Area of ... KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate ...a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied +… more