- Vanguard (Scottsdale, AZ)
- …fairly, and to give them the best chance for investment success." As a Client Representative, Senior Associate within our Brokerage & Investments Center of ... We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. more
- JPMorgan Chase (Chicago, IL)
- …and delivers premier client service, JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at JP Morgan, you will be ... responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service-related needs of a Private Banking … more
- Zions Bancorporation (Salt Lake City, UT)
- …are endless. You bring the talent; we bring the opportunity. **Role Summary** The Client Account Service Associate (CASA) plays a pivotal role in delivering a ... consistent and exceptional client experience across defined wealth segments. This role supports...a culture of recognition, feedback, and shared accountability. + Support the implementation of best practices and standardized processes… more
- Raymond James Financial, Inc. (Deerfield, IL)
- **Job Summary** We are seeking to add a **Senior** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services ... a collaborative environment and is passionate about delivering exceptional client service. As a key member of our expanding...and within a dynamic team environment to provide crucial support to the financial advisors and branch office. +… more
- KeyBank (Mahopac, NY)
- **Location:** 981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... focus on our Mass Affluent client base with planning and financial wellness as the...a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products… more
- MetLife (Philadelphia, PA)
- …equity and real estate. Visit us at www.metlife.com/investments to learn more. The successful Associate is a member of the Public Fixed Income (PFI) & Active Equity ... Client Service Operations team within MetLife Investment Management (MIM),...coordinate across multiple teams and projects. * Willingness to support business heads on ad-hoc operational initiatives. Preferred: *… more
- Publicis Groupe (Chicago, IL)
- …in more than sixty countries with over 23,000 employees worldwide. **Overview** The Senior Associate , Client Operations will be part of a growing Client ... Paris FR0000130577, CAC 40], Publicis Media's digital-first, data-driven global practices deliver client value and drive growth in a platform-powered world. It is… more
- JPMorgan Chase (Springfield, IL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the… more
- Wells Fargo (Deerfield, IL)
- **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 ... experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry experience… more
- Wells Fargo (North Wilkesboro, NC)
- **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 ... experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry experience… more