- JPMorgan Chase (Houston, TX)
- …a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio ... of large corporate or financial institution clients. As a Client Service Account Manager within the (X) team, you...competing priorities and deliver on commitments + Ability to partner with internal colleagues and external clients + Applies… more
- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... and professional manner. Essential Duties and Responsibilities + Assist in client meeting preparation and follow-up including assembling requisite paperwork, report… more
- JPMorgan Chase (Columbus, OH)
- …to showcase our resources to financial advisors in a more user-friendly way. + Partner with the Client Advisor (external wholesaler) by being completely aligned ... staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor within our financial advisory team, you will be instrumental in… more
- JPMorgan Chase (New York, NY)
- …to showcase our resources to financial advisors in a more user-friendly way + Partner with Client Advisor (external wholesaler) by being completely aligned on ... invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors… more
- WTW (Austin, TX)
- **Description** As a Lead Health and Benefits Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You will have the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting +… more
- JPMorgan Chase (Chicago, IL)
- …Shape the future of banking with your expertise and passion! As an associate within the Global Banking (GB) Client Coverage Segment Product Controller ... Join our Global Banking Client Coverage team and elevate your career with...**Job responsibilities** + Collaborate with the GCB and CB client coverage segments (across risk, front office, middle office… more
- Wells Enterprises (Le Mars, IA)
- Provides day-to-day support to assigned client groups by executing the tactical aspects of Human Resources in the areas of employee relations, labor relations, ... thorough understanding of business/operational issues and opportunities within the assigned client group(s) and assesses the potential impact on employees. Actively… more
- IBM (Charlotte, NC)
- …Hybrid roles are expected to perform their primary duties from a combination of IBM location, client sites or work at home. The required number of days to be in the ... leaders. 7. Demonstrated ability to build and maintain strong client relationships, as well as collaborate effectively with internal...their primary duties from a combination of IBM location, client sites or work at home. The required number… more
- JPMorgan Chase (Columbus, OH)
- …engagement from point-of-sale through the duration of the sales process to close.** + ** Partner with retail fund Internal and External Client Advisors to ensure ... the world. **Job Summary** As an Asset Management - Investment Only Internal Client Advisor within the Defined Contribution Investment Only team, you will be… more