- Aequor (East Syracuse, NY)
- …1164QualificationsSpecific Knowledge, Skills, Abilities, etc.:A bachelor's degree is preferred OR Associate degree with at least 1 to 3 years' experience working ... skills with ability to effectively collaborate with technical and senior management staff.Experience in data governance, data integrity (DI) assessment,… more
- Raymond James Financial, Inc. (Manassas, VA)
- …high degree of attention and service . McDermott Armati Wealth Strategies is seeking a Senior Client Service Associate who shares our vision and ... clients receive exceptional, personalized attention throughout their financial journey. The Senior Client Service Associate also manages key operational… 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 ... and committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial Planner… 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. **_At CIBC we enable the work environment… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Senior Client Service Associate - SF! Location: San Francisco; ... execution across a range of requests + Collaborate with senior leadership to implement client -specific strategies and...expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared… 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 ... 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
- Raymond James Financial, Inc. (Richmond, VA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 and… more
- M&T Bank (Boston, MA)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Title: Senior Client Service Associate Location: San Francisco, CA (Hybrid) Salary: $100,000 - $130,000 + Bonus Jennifer Fukumae with ... You'll Be Doing: + Be the go-to contact for client service requests-making sure everything runs smoothly...everything runs smoothly and promptly + Work closely with senior leaders to roll out client -specific strategies… more
- Kestra Financial (Kings Park, NY)
- …daily in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities ... Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes… 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
- WTW (Brookfield, WI)
- **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... + Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively… more
- JPMorgan Chase (Jersey City, NJ)
- …focus specifically on Middle Office Asset Servicing (Corporate Actions). As an Asset Servicing Client Service Senior Associate in the Prime Middle ... successful voluntary corporate action election. + Provide a best-in-class client service experience. + Comply with the...fully engaged and team player + Escalate appropriately to senior managers + Assist with team and departmental processes… more
- JPMorgan Chase (Chicago, IL)
- **Position: Client Service Account Manager** **Grade: 602** **Short Description for Internal and External Candidates:** Join our team as a Client Service ... financial institution clients. **Description for Internal and External Candidates:** As a Client Service Account Manager, within JP Morgan Payments Client … more
- WTW (Arlington, VA)
- **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... select projects, interface with vendors and key clients internally and externally, create client deliverables and ensure quality standards are met. You will have the… more
- JPMorgan Chase (Tampa, FL)
- …a portfolio of financial clients, this could be the role for you! As a Client Service Account Manager within the Corporate Institutions Group, you will support a ... organization acts as a central point of resolution to support the client 's business operations, identify product/ service gaps and development opportunities, and… more
- CNO Financial Group (Carmel, IN)
- …position is bonus eligible. Optavise, a CNO Financial Group Company, is seeking a Senior Client Services Implementation Associate to manage both client ... strategy, as well immediate operational deliverables. **As a Senior Client Services Implementation Associate ,**...Serve as the initial point of contact from the Client for any escalations and/or service delivery… more
