- Robert Half Office Team (El Segundo, CA)
- Description We are seeking a self-motivated and dynamic Senior Client Associate to join our team in a multi-faceted service and support role. The ... exceptional service and support to our partners, senior Client Service Associates, and...Requirements + 5-7 years of recent experience as a client associate or similar role at a… more
- Wells Fargo (Bloomington, MN)
- **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 ... Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- CIBC (San Francisco, CA)
- …contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Client Service Associate executes the ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **Responsibilities include:** + Prepare… more
- Wells Fargo (Baton Rouge, LA)
- **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
- DSPolitical (Washington, DC)
- … client -centered environment and join DSPolitical's Client Services team! As a Senior Client Services Associate , you will serve as a day to ... Duties, and Responsibilities: + Train new Client Services staff on onboarding, customer service , creation...Client Services staff on onboarding, customer service , creation of reports, and DSPolitical's mission + Handle… more
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking a Senior Wealth Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... creative in meeting client and enterprise needs + Client service focus with experience listening, eliciting information efficiently, comprehending, and… more
- Morgan Stanley (Miami, FL)
- … by modernizing the client experience through an elevated standard of care. The Senior Client Service Associate assists with the development and ... (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** *Florida-Miami* **Requisition… more
- Morgan Stanley (Washington, DC)
- …**Wealth Management* **Title:** *Private Wealth Management Senior Registered Client Service Associate * **Location:** *District of Columbia-Washington* ... *POSITION SUMMARY* Senior Registered Client Service ...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- Capital One (Mclean, VA)
- Center 1 (19052), United States of America, McLean, Virginia Senior Associate - Client Development Capital One Shopping is looking for a Senior ... leveraging Capital One Shopping's suite of solutions. In this client -facing role, the team is looking for a highly...One Shopping + Integrate Capital One Shopping's products and services with our merchant partners + Leverage data to… more
- Morgan Stanley (San Antonio, TX)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** *Texas-San Antonio* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- Publicis Groupe (New York, NY)
- …and sociology, psychology, and other liberal arts disciplines. **Job Description** 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 (Tempe, AZ)
- …the use of our complex treasury and cash management products and services . As a Client Service Senior Associate in the Commercial Bank, you will ... client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the...clients + Influence internal partners to recommend products and services based on knowledge of client behaviors… more
- Dcode (Washington, DC)
- …$71,000 - $92,000 Job Description JOB DESCRIPTION Our team is looking for a passionate Senior Program Associate on Dcode's Client Success team to help ... operates. Through our tech accelerators, training programs, and advisory services we bring together a community of leaders across...support our fast growing government business! As a senior program associate , you will support customer… more
- JPMorgan Chase (West Harrison, NY)
- …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 position you will...Word, PowerPoint, and Excel Chase is a leading financial services firm, helping nearly half of America's households and… more
- Publicis Groupe (Chicago, IL)
- **Company Description** **Job Description** The Sr Client Associate will grow a current book of business. They will identify, influence, present, close deals ... internal resources for the preparation and delivery of objective based solutions for client + Create and deliver customized sales opportunities that address the … more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- Publicis Groupe (Troy, MI)
- …and dealers unlock their full potential. You will manage a book of client accounts within this exciting industry, driving revenue growth and ensuring exceptional ... client satisfaction. You will become a trusted advisor to... relationships through clear communication, proactive problem-solving, and exceptional service . + Serve as a trusted advisor, providing strategic… more
- Neuberger Berman (New York, NY)
- **Responsibilities:** + Serve as the client 's main point of contact for inquiries regarding account information, online access, documentation and reporting + Handle ... the daily review and maintenance of client accounts, including any administrative changes or cash/security movements...required timeline + Helpful to have exposure to Financial Services or Asset Management industry + Plus to have… more
- KPMG (Short Hills, NJ)
- …Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. ... **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate...a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied +… more
- Raymond James Financial, Inc. (Greenville, NC)
- …and assistance on projects and job functions within the department. Associate will be responsible for supporting department training including the maintenance ... * Monitors and resolves issues related to regulations regarding client accounts, to identify potential problems or status of...stressful situations and provide a high level of customer service in a calm and professional manner. * Partner… more