- BlackRock (Wilmington, DE)
- …and other pooled investment vehicles, and the industry-leading iShares(R) ETFs. **Team Overview** The Client Order Management (COM) Team serves as a central ... service via emails and telephone, assisting with any ad-hoc client requests. The COM Associate will be...various functions. These include order and query management , onboarding, exception handling, and client support… more
- IBM (Plano, TX)
- …processes, tools, and methodologies, driving efficiency and effectiveness across sales, order management , billing, and collections. * Thought Leadership: Share ... Job Summary: We are seeking a highly skilled SAP Associate Partner with a specialty in order ...tools, and methodologies, driving efficiency and effectiveness across sales, order management , billing, and collections. * Thought… more
- The Millennium Group (Frisco, TX)
- …in their record.* Export reports to Excel and format reports to be imaged.* Update Client payment addresses in order to ensure monthly payments are sent out ... correctly.* Monitor several Microsoft Outlook mailboxes in order to expedite the client 's request to...work individually or in a team environment.* Prior database management experience a plus.* Ability to read Spanish is… more
- Bank of America (Palo Alto, CA)
- …and follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ... engage in:** + Developing a book of business in order to meet and exceed established performance hurdles +...the Client Associate or Wealth Management Client Associate , providing business… more
- JPMorgan Chase (Boston, MA)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in ... the lifecycle for each product, from broker matching to management of the client 's custodial network, lifecycle...clients, and internal partners to build strong relationships in order to support key interactions and continued premier service… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service ... interaction with Sales Traders, Clients, Service Providers and Operations Staff in order to maintain and improve client relationships and streamline processes.… more
- WTW (New York, NY)
- … management efforts and coordinating all service activity at the program level. The Associate Client Advocate is a key member of the client service ... client as applicable. Binding * Ensure that the Order to Bind is received from the client...issues (including discrepancies and fee arrangements). Ongoing Services * Management and oversight of timely and accurate completion of… more
- Raymond James Financial, Inc. (Stuart, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... the financial advisors and branch office. + May solicit order from clients at the direction of the Financial...and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar… more
- Raymond James Financial, Inc. (Deerfield, IL)
- **Job Summary** We are seeking to add a **Senior** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services ... the financial advisors and branch office. + May solicit order from clients at the direction of the Financial...and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar… more
- Wells Fargo (Nashville, TN)
- **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 ... via telephone, direct interaction and/or written correspondence + Facilitate FA and client requests for account related information and/or quotes + Schedule and… more
- Wells Fargo (Albuquerque, NM)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Wells Fargo (Melville, NY)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- BlackRock (New York, NY)
- …join us in an Associate or Vice President role within the Aladdin Client Transformation team with **3-5 years ** of relevant work experience. **Your Team** The ... **About this role** **About This Role** The Aladdin Client Business is growing rapidly, with the volume...+ Able to work with various data sources in order to design solutions involving data visualization tools **Your… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …our multiple offices throughout the region. Position Summary The Associate Client Representative supports the daily management of a high-volume Commercial ... and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created… more
- World Insurance Associates, LLC. (Needham, MA)
- Position Summary The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the ... excellent customer service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead servicer in… more
- World Insurance Associates, LLC. (Worcester, MA)
- Position Summary The Senior Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under ... excellent customer service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead servicer in… more
- City National Bank (Los Angeles, CA)
- …follow-up necessary to resolve situation. Determines appropriate method of approach. * Analyzes client needs in order to cross-sell a wide variety of Bank ... YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years experience in client service, banking operations or relationship management support required. *… more
- Truist (Orlando, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders...as quotes and news, as well as trading and order features such as GTC expiration dates and settlement.… more
- World Insurance Associates, LLC. (Lake Charles, LA)
- Position Summary The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the ... excellent customer service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead servicer in… more
- JPMorgan Chase (Columbus, OH)
- …close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of ... Directors. As an Associate in Planning & Analysis, you will be responsible...coordinating the budgeting and forecasting process, as well as management reports and presentations. You must have sound judgment,… more