- Publicis Groupe (New York, NY)
- …marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a growing ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate Director and… more
- JPMorgan Chase (Chicago, IL)
- …major market throughout the world. **Job Summary** As an Asset Management - Internal Client Advisor - Associate within the Workplace Retirement team, you will be ... strategic prospecting plans to grow territory sales.** + **Prepare and deliver client presentations in partnership with Bankers from Initial thru Finals stage, and… more
- Robert Half Office Team (Carlsbad, CA)
- …A reputable financial services firm in Carlsbad is seeking a sharp and motivated Client Services Associate for an immediate, ASAP opportunity. This role is ideal ... spoken and supports the team in delivering an exceptional client experience. Key Responsibilities + Serve as the first...+ Collaborate closely with advisors and operations staff to support financial planning and investment processes. + Assist in… more
- Publicis Groupe (New York, NY)
- …America, Best Buy, Kellogg Company, McDonald's, Novartis, Samsung, Visa and more. **Overview** The Associate will be part of a Client Operations team on a ... opportunity to be on the ground of a high-energy, highly visible account. Support Publicis Constellation Groupe (PCG) Client Operations Directors and Managers… more
- Finexio (Orlando, FL)
- …and technology so much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience ... professional and timely manner. It is expected that the Client Operations Associate will be able to...a changing environment. The ideal candidate will have customer support experience within the financial sector and understands accounting.… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... This position is full-time and in the office. Essential Duties and Responsibilities * Support Advisors of a growing book of business, requiring the handling of all… more
- BlackRock (Seattle, WA)
- …a home and improve their financial well-being. **Team Overview:** The Alternatives Client Services (ACS) team provides comprehensive support for BlackRock's ... reporting setups. The team partners closely with private markets businesses to support product development and governance across service providers. + **Platform … more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time ... lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of… more
- 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 ... enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and… more
- HUB International (Wilmington, MA)
- …maintain their own unique, regional culture. We currently have an opportunity for a ** Client Services Associate ** . The selected employee will be responsible for ... supporting Account Managers on all aspects of client service, marketing, and renewal of commercial insurance accounts in accordance with HUB's best practices,… more