- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ideal ... empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,… more
- Thrivent Financial (White Sulphur Springs, MT)
- …greeting clients, handling mail and email, ordering supplies, and using Thrivent systems to support client relations and financial tasks. You'll play a key role ... independent practice of Thrivent Financial. We're looking for a service -driven professional to provide administrative support to...and keep inventory of stock updated + Execute the Client Service Model (CSM) through appointment scheduling.… more
- JPMorgan Chase (West Harrison, NY)
- …impact and advance your career in a supportive and inclusive environment. As a Client Service Team Lead within the Private Client Investment Associates ... of client obsession, and empower our Private Client Investment Associates to deliver unparalleled service ....time and attendance records, maintain and update the Independent Advisor coverage report, and track revenue share agreements. +… more
- Bank of America (San Francisco, CA)
- …PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff + Representing the office… more
- HUB International (Long Beach, CA)
- …and morale. + ** Client Experience & Service Leadership:** Champions a client centric culture by ensuring timely, high-quality support and service ... a generous 401k plan and more! **THE OPPORTUNITY:** The Client Service Director (CSD) is a critical...(such as account rounding, cross-sell, and more). + Manage, support , and coach team members to ensure they are… more
- Jet Aviation (Teterboro, NJ)
- …program. Drawing on your diverse experience across operations, charter, maintenance, dispatch, client services , and account management, you will craft bespoke ... Client Aviation Director to serve as the trusted advisor for our most discerning clients. Located at our...This is Jet Aviation's highest individual contributor role in client services , requiring a compelling, consultative communication… more
- Thrivent Financial (Perryville, MO)
- …relations, supporting insurance related tasks, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Kendra ... Summary This position provides administrative support to SEMO Financial Advisors. This position serves...position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | Hybrid ... investment management, financial planning, lending strategies, and tailored family office services , all while building lasting client relationships that span… more
- City National Bank (Concord, NH)
- …clients & internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate completion of ... expert mortgage and servicing heloc expertise to provide consultative support to resolve operational questions, confusion, or issues that...in developing a business plan and delivering against a client service model * Be on call… more
- Raymond James Financial, Inc. (Payson, UT)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... and within a dynamic team environment to provide administrative support to the financial advisors and branch office +...the financial advisors and branch office + Open new client accounts, process money movement, and research information as… more
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