- Customers Bank (New York, NY)
- …securities industries-all with the goal of best serving our customers. What you'll do: Associate Client Managers are key components in the single point of ... ground our innovation in out deep experience and strong financial foundation, we we're a partner you can trust....experience - preferably in a business/commercial banking or private client setting Customer service - being able to WOW… more
- Soma (Hilton Head Island, SC)
- …best culture in retail. Join our team today! POSITION OBJECTIVE: The Assistant Store Manager is responsible for supporting the Store Manager in promoting a ... KPIs to determine the needs of the business; In partnership with Store Manager , executes in store business and sales strategies. Establishes and communicates clear… more
- RIA Recruiting (Katy, TX)
- …Management, a growing financial advisory firm located in Katy, TX, is seeking a Client Service Associate to join our growing team. We are a financial ... for you too Responsibilities : Respond to and execute client requests in a timely and professional manner Handle...to team meetings Requirements: 3 years of experience in financial services Proficient with MS Word, Excel, and Outlook… more
- Morgan Stanley (Alpharetta, GA)
- …existing clients and Financial Advisor teams. Position Overview : The Client Service Associate is responsible for understanding firm policies, procedures, ... Virtual Client Solutions team is seeking a Client Service Associate in our Alpharetta, GA...Associate : Develop a robust understanding of the financial services industry and gain insight into one of… more
- Stifel (Canfield, OH)
- …success . What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening ... be brought to the attention of the FA(s) or escalated to the Branch Manager ; including suspicious client and/or employee activity or behavior. Perform various… more
- Harrison Gray Search and Consulting LLC (Boston, MA)
- …WHAT YOU BRING 3-7 years of experience in a client service or financial services role. Associate 's degree in Business, Finance, or a related field ... reputation for integrity and excellence is seeking a Registered Client Associate to join its expanding team...service-oriented team culture. This position reports to the Branch Manager and collaborates closely with assigned financial … more
- RK Partners (Chicago, IL)
- …Are you an experienced client service professional looking to grow in the financial services industry? Join our San Jose team, where we combine the resources of ... Client Service Specialist Location: San Jose, CA On site...feel of a local office. If you've supported a financial advisor or wealth manager before and love… more
- AlphaSights Campus Recruiting (New York, NY)
- …sleeves and make things happen. A day in the life of an Associate As an Associate in the Client Service team, you'll be the link between our clients and the ... clear career path ahead of you? If so, our Associate Program is the right choice for you. About...thrive in a fast-paced, results-oriented environment. You possess a client -first mindset. You excel under pressure and enjoy working… more
- US Bank (Denver, CO)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Global Industrials and Services clients in the west region. Analyzes financial data and prepares comprehensive written analyses, analyzes portfolio credit quality,… more
- Turner & Townsend (San Francisco, CA)
- …on some of the most exciting projects in the world. Job Description As an Associate Director - Cost Manager / Quantity Surveyor with Turner & Townsend you ... to tackle challenges of any scale. Our team is dynamic, innovative and client -focused, supported by an inclusive and fun company culture. Our clients value our… more
- Kroll (New York, NY)
- …looking for talented individuals to join our growing operations team as an Associate Manager . Day-to-day responsibilities: KASUS - Kroll Agency Services (US) LLC ... the bank being utilized). Monitoring receipt of lender funds to Kroll client accounts. Confirming release of funds with lenders (obtaining swift messages). Following… more
- Aritzia LP (Schaumburg, IL)
- …people to grow rewarding careers at Aritzia-while enjoying one yourself. THE ROLE As the Associate Boutique Manager , you will lead the team to: To lead the team ... progressive career development and an incredible employee experience. THE QUALIFICATIONS The Associate Boutique Manager has: A commitment to learn, apply,… more
- Scotlynn USA Division (Indianapolis, IN)
- …for Business Management, Sales, Marketing, or other related majors interested in developing client services and negotiation skills in a team environment. As a member ... company value. How You'll Do It Support business-to-business research to optimize client solutions Learn to develop proposals and present client solutions… more
- Umpqua Bank (Greenacres, WA)
- …the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager , the Client Service Specialist ... and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best...the first point of contact for most clients, the Client Service Specialist (Teller) plays a key role in… more
- Employment & Training Centers (Staffing) (Houston, TX)
- …outstanding service and superior financial results. Job Summary: The Client Relations/Marketing Associate will interface with individuals throughout the firm ... client service, marketing, and general office administration reporting to the Client Relations Manager . The ideal candidate will be detail-oriented,… more
- Whitley Penn (Fort Worth, TX)
- …Penn, a leading CPA and Consulting firm, is looking for a Senior Accounting Associate to join our Client Accounting and Advisory Services team. The Senior ... Accounting Associate is responsible for managing, preparing, and reviewing accounting...matters. We are more than just a job. Our Client Advisory Accounting Services provides a full suite of… more
- Acrisure (Columbus, OH)
- Job Title: Associate Account Manager - Commercial Lines Department: Digital Service Center About Acrisure: Acrisure is a global Fintech leader that combines the ... best of humans and high tech to offer multiple financial products and services to millions of businesses and...with appropriate correspondence. Provide back-up coverage for the Account Manager handling immediate service needs. Keeping Client … more
- Wipfli LLP (Chicago, IL)
- …home, Wipfli offers a career-defining opportunity. Join our team as an Audit Manager , specializing in Financial Institutions. This role is dedicated to providing ... exceptional audit services to clients within the financial institutions industry, including community banks, credit unions, and other financial entities. Please… more
- JPMorgan Chase & Co. (Plano, TX)
- …storytelling with financial data will play a key role in client retention through their onboarding and servicing experience. Job Responsibilities: Partner with ... Job Description Join our Client Onboarding and Service (COS) Finance & Business...our organization. This high-impact opportunity allows you to leverage financial data to tell compelling stories and support business… more
- Cohen & Steers (New York, NY)
- …accredited college. 5+ years of related experience in a sales, investor relations, and/or client services role within Financial Services. Series 7 and Series 63 ... Job Title: Associate Director, Institutional Sales Department: North America Institutional...and collaborating with the broader team to drive new client acquisitions. Direct sales outreach in the Northeast and… more
