- Context Travel (Philadelphia, PA)
- Senior Client Associate , UK, Ireland,...service to our clients + Build and track client requests for non-Context products to support Client ... have been backed by growth equity since 2017. ROLE: Senior Client Associate , UK, Ireland,...advisors, the role requires a high level of professional service skills, communication skills, proactivity, and the ability to… more
- Raymond James Financial, Inc. (Manassas, VA)
- … relationships are the foundation of a successful financial services practice. As a Senior Client Service Associate , you are entrusted with: + ... service . McDermott Armati Wealth Strategies is seeking a Senior Client Service Associate...degree or equivalent experience. + 5+ years in a client service and financial services … 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 ... delivering exceptional client service . The Senior Client Service Associate...field preferred. + 5+ years of experience in financial services , with a solid understanding of broker-dealer operations and… 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 ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in working… more
- Wells Fargo (Birmingham, MI)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- CIBC (New York, NY)
- …contribute. 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 ... + **Educational background:** You have a bachelor's degree (preferred). + ** Client service experience:** You have 3+ years of financial industry experience 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 ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development support, a… more
- JPMorgan Chase (Plano, TX)
- …and sales to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Client Consulting, you ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… more
- Publicis Groupe (New York, NY)
- …finance and marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate… more
- JPMorgan Chase (Plano, TX)
- …the use of our complex treasury and cash management products and services . As a Client Service Senior Associate in the Commercial Bank, you will ... located in the United States and across the globe. Client Service Senior Associates are...clients + Influence internal partners to recommend products and services based on knowledge of client behaviors… more
- 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 ... in the firm's CRM and liaising with various fund service providers. + Participate in firm and NYC office...skills required + Bachelor Degree with GPA 3.5+ The Client Solutions Senior Associate role… 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)
- 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 ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- Raymond James Financial, Inc. (Plymouth, MI)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic...the financial advisors and branch office. * Opens new client accounts, researches client and security information… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS*...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series ... clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. WHAT WILL YOU DO? *… 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 ... related field. + 2-5 years of proven experience in client success, customer service , or a technical...client -focused solutions. + Experience with upselling or identifying client needs to promote relevant services or… more
- Raymond James Financial, Inc. (FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... proactive, virtual support to financial advisors. Provide efficient, high quality client service , account maintenance, and administrative support to advisors… more
- Raymond James Financial, Inc. (Atlanta, GA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Raymond James Financial, Inc. (NC)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Diploma or equivalent and three (3) years experience in the financial services industry, preferably including related service experience. * Associates and/or… more
- Kestra Financial (Raleigh, NC)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None ... Financial, a growing financial planning firm, is seeking a Client Service Associate to assist...will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer… more