- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are hiring for a Client Solutions Senior Associate role for a growing global Private Credit Investment firm ... Strong communication and written skills required + Bachelor Degree with GPA 3.5+ The Client Solutions Senior Associate role requires 3-4 days per week in… more
- JPMorgan Chase (Plano, TX)
- …to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Client Consulting, you contribute ... solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical...who want to grow their businesses by using JPM's solutions . The client consultant is a business… more
- JPMorgan Chase (Jersey City, NJ)
- …cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Embedded Payment's, you contribute ... solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical...team + Oversees the aggregation and analysis of relevant client and market data to support the Solutions… more
- Raymond James Financial, Inc. (Manassas, VA)
- …a high degree of attention and service. McDermott Armati Wealth Strategies is seeking a Senior Client Service Associate who shares our vision and mission. ... ensuring clients receive exceptional, personalized attention throughout their financial journey. The Senior Client Service Associate also manages key… more
- JPMorgan Chase (Plano, TX)
- …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 resolve ... located in the United States and across the globe. Client Service Senior Associates are a trusted...client trends/issues with internal partners to further customize solutions for clients + Actively participate in deal team… 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 ... review when applicable + Utilize prior experience in the Client Associate role to anticipate and proactively...the ability to listen to customer needs and recommend solutions + Ability to prioritize work, meet deadlines, achieve… more
- Wells Fargo (San Francisco, 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 ... when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively...the ability to listen to customer needs and recommend solutions + Ability to prioritize work, meet deadlines, achieve… 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 more ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we...simple to bring together great minds to create innovative solutions that make a difference for our clients. +… more
- CIBC (New York, NY)
- …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 support ... by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate...first:** You engage with purpose to find the right solutions . You go the extra mile because it's the… 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 ... to grow existing relationships, collaborating with internal teams to deliver tailored solutions . You'll also monitor client success metrics, share insights with… 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 advisory ... client relationships by anticipating needs and offering tailored solutions + Lead client onboarding to ensure a smooth and professional experience +… 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
- JPMorgan Chase (New York, NY)
- … service and make your mark by delivering high-quality support and innovative financial solutions . As a Client Associate within the JPMorgan Advisors team, ... Unlock your potential as a Client Associate at JP Morgan Advisors,...opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to… more
- Janus Henderson Investors (Denver, CO)
- …with client and senior colleagues * Lead on all aspects of client activity and be able to offer solutions to complex queries and proactively identify ... our clients * Be responsible for resolving non-investment related client queries or ensuring appropriate delegation with urgency and... solutions to clients * Maintain the client database and ensure all client information… more
- Raymond James Financial, Inc. (Atlanta, GA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...calm and professional manner. * Analyze problems and establish solutions in a fast paced environment. * Use mathematics… more
- Raymond James Financial, Inc. (Carmel, IN)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... + Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- JPMorgan Chase (Tampa, FL)
- As a Portfolio Management Senior associate , you'll play a pivotal role ensuring the efficiency and accuracy of the book of work. Central Migrations Office (CMO) ... products. Assigned CMO project teams ensure that the migration experience for the client is as seamless as possible. The portfolio management team oversees the… more
- JPMorgan Chase (Tempe, AZ)
- Join JPMorgan Chase Global Banking as a Client Service Account Manager in the Client Onboarding and Service team. In this role, you will support a portfolio of ... Services. Our Service organization acts as a central hub for resolving client issues, supporting their business operations, identifying product and service gaps, and… more
- JPMorgan Chase (Tampa, FL)
- As a Client Service Account Manager, within JP Morgan Payments Client Service, you will support a portfolio of large corporate and/or financial institution ... acts as a central point of resolution to support the client 's business operations, identifies product/service gaps and development opportunities, and leverages… more
- M&T Bank (Boston, MA)
- **Overview:** Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and ... Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the ...to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes… more