- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Wells Fargo (Seal Beach, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- Compass Group, North America (Minneapolis, MN)
- …customer service issues . Assist with National Account new client roll-out meetings . Attend meetings, social business functions, and association conferences ... Canteen, the largest and most experienced food and retail service company in the United States. We help our...possible by providing unique and customized office coffee, vending, market , and pantry programs from coast-to-coast. **Let's talk about… more
- M&T Bank (New York, NY)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... relationships. + Provide sales support to the team for market -specific special projects, such as event coordination, process improvement...degree and a minimum of 1 years' financial services client service experience, or in lieu of… more
- JPMorgan Chase (Columbus, OH)
- …performance calculation and fee billing + Communicate effectively with key stakeholders within client service and operations to ensure a smooth hand-off of new ... reports upon Financial Advisor request + Provide additional support to the broader SMA client service team including but not limited to internal MIS reporting,… more
- JPMorgan Chase (New York, NY)
- …phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management...lead generation + Convey the thought leadership of our Market Insights team to aid clients' understanding of the… more
- S&P Global (Raleigh, NC)
- …markets industry for prospecting and for providing key insights to help better service their clients. We have a broad and diverse customer base, including some ... a Product Consultant to join our dynamic and global Client Engagement team. Client Engagement is a...knowledge to help your clients maximize value from our market -leading data and software solutions. Early responsibility and exposure… more
- BlackRock (Atlanta, GA)
- …the world. With a collaborative team of over 400 members, we + Provide outstanding client service to users, every time + Solve complex problems by delivering ... a unified client experience. + **Escalation ownership:** Responsible for client service oversight and critical inquiry management through ServiceNow. +… more
- BlackRock (New York, NY)
- …the world. With a collaborative team of over 400 members, we + Provide outstanding client service to users, every time + Solve complex problems by delivering ... and inclusive team atmosphere **About this role** Our Aladdin Client Experience team strives to offer outstanding service...client visits and forums to strengthen relationships, deepen market & product understanding and bring client … more
- BMO Financial Group (City Of Industry, CA)
- …enhancement opportunities are identified and addressed or referred to during client service interactions. **Responsibilities:** + Handles transactional requests, ... new products or services based on insights gathered from client interactions and market analysis. + Engages...effectively. + Responds to and facilitates the resolution of client service requests. + Collects and analyzes… more