- World Insurance Associates, LLC. (Ramsey, NJ)
- Position Objective The Senior Client Associate is a support position for the office. Responsibilities include data gathering and analysis, development of ... of the firm's Investment Committee and Financial Planning Committee. The Senior Client Associate will deliver high-quality service and operational support… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …connect and see whether this opportunity could be the perfect next step in your career. Senior Client Associate About the Role We're looking for a Senior ... needs, ensuring prompt and accurate execution. + Partner with senior leadership on customized client strategies and...+ Partner with senior leadership on customized client strategies and firmwide initiatives. + Build and maintain… 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 ... detail-oriented, and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial Planner… more
- Coldstream Wealth Management (Portland, OR)
- …ability to manage multiple tasks independently + A Bachelor's degree is preferred Keyword: Senior Client Service Associate From: Coldstream Wealth Management ... fantastic opportunity to join one of our wealth management teams! As a Client Service Associate on one of our largest teams, you will learn the Registered… more
- JPMorgan Chase (Tempe, AZ)
- …and delivers premier client service, JP Morgan is the place for you! As a Senior Client Service Associate within the US Private Bank at JPMorgan you will ... be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point...for all service related needs of a Private Banking client . This will entail working in a complex team-oriented… more
- JPMorgan Chase (Philadelphia, PA)
- …sales to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Healthcare Payments, you contribute ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… 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 ... customer service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead...and delivers results at the close direction of a senior team member. Education + HS Diploma or equivalent… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …and retirement plan services, and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support ... to lead service and/or Client Advisors, by following established workflows and procedures on...and delivers results at the close direction of a senior team member. + HS Diploma or equivalent Compensation… more
- R1 RCM (Chicago, IL)
- …encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As a Client Delivery Senior Associate your role will be ... ad hoc tasks in response to client requests. The Client Delivery Sr. Associate primary focus is on delivering exceptional service to assigned clients, with… more
- Raymond James Financial, Inc. (Deerfield, IL)
- …Summary** We are seeking to add a ** Senior ** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services team. ... who thrives in a collaborative environment and is passionate about delivering exceptional client service. As a key member of our expanding group, you'll work… more
- JPMorgan Chase (Chicago, IL)
- Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success ... a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Senior Associate within JPMorganChase, you will play a key role in… more
- JPMorgan Chase (Tempe, AZ)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial & Investment Bank, you ... will resolve client requests while working in partnership with Service Operations,...the globe. You are a trusted member of the client 's team and deeply connected to deliver the growth… more
- Vanguard (Scottsdale, AZ)
- …them fairly, and to give them the best chance for investment success." As a Client Representative, Senior Associate within our Brokerage & Investments Center ... About this job At Vanguard, we have a client -first mentality that we live and breathe every...+ Serve as a primary point of contact for client inquiries through the phone channel related to brokerage… more
- JPMorgan Chase (Chicago, IL)
- 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 ... mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role… more
- JPMorgan Chase (Boston, MA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive... service. In this role you will have extensive client contact and will be involved in all activities… more
- JPMorgan Chase (Chicago, IL)
- …through cutting-edge research, influencing product design and functionality. As an Experience Research Senior Associate in the Global Client and Employee ... organizations + Proven ability to manage stakeholders and clients, including senior executives, through active listening, adaptability, and professional maturity +… more
- Capital One (Mclean, VA)
- Senior Associate , Product Management - Client Acquisition & Management Experiences Product Management at Capital One is a booming, vibrant craft that ... a strong capacity to plan, execute, and deliver results, translating complex client and associate requirements into high-value, streamlined product solutions.… more
- JPMorgan Chase (Chicago, IL)
- …broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Associate Lead within JP Morgan Advisors, you will be the ... clients. You will be responsible for establishing, maintaining, and building client relationships, working in a team-oriented environment with Financial Advisors,… more
- City National Bank (Los Angeles, CA)
- *ACCOUNT OFFICER SENIOR * WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate ... and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to proactively...they manage. * Resolves problems, answers questions related to client accounts and utilization of bank products and services.… more