- Robert Half Office Team (San Diego, CA)
- Description Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the ... to inquiries via phone, email, and in person. + Support financial advisors with client onboarding, documentation,...in person. + Support financial advisors with client onboarding, documentation, and account maintenance. + Coordinate the… more
- JPMorgan Chase (Boca Raton, FL)
- …mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial ... Unlock your potential as a Client Associate at JP Morgan Advisors,...orders, fixed income trades and private investments + Provide support across a diverse suite of products and applications… more
- Zions Bancorporation (Houston, TX)
- …transform your career. Amegy Bank-Here, you grow. We're seeking a motivated and client -focused Client Relationship Associate to join our dynamic **Houston ... client engagement. This role offers the opportunity to build meaningful client relationships, support commercial lending operations, and grow professionally… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
- WTW (New York, NY)
- … relationship management efforts and coordinating all service activity at the program level. The Associate Client Advocate is a key member of the client ... the timely and accurate completion of the billing process and provide support for escalations of client -level accounting issues (including discrepancies and… more
- Raymond James Financial, Inc. (Washington, DC)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
- Neuberger Berman (Chicago, IL)
- EMPLOYER: Neuberger Berman Group LLC TITLE: Vice President, Client Reporting & Analytics Associate LOCATION: Chicago, IL (A hybrid work schedule may be permitted ... distance from the worksite, in accordance with company policies.) DUTIES: Support US Investment Grade and Insurance Fixed Income portfolio management teams.… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
- Raymond James Financial, Inc. (Hanover, NH)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
- Janus Henderson Investors (Denver, CO)
- …Group KPI's. + Work in collaboration with Executive Directors, Directors, and Sr. Associate relationship managers on the Client Coverage team to facilitate ... of working with both internal stakeholders and wealth intermediary client firms. + Complete client requests both... Group's Strategic Account Program and other clients. + Support various sponsored events in which Janus Henderson participates… more
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