- 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
- 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
- World Insurance Associates, LLC. (Iselin, NJ)
- …from one of our multiple offices throughout the region. Position Summary The Associate Client Representative supports the daily management of a high-volume ... customer service to external and internal clients to ensure client satisfaction and retention. Essential Duties and Responsibilities + Supports lead servicer… more
- PNC (Desert Hot Springs, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail organization, you will be based in ... in this position. **Preferred Skills** Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying… more