- JPMorgan Chase (Tampa, FL)
- …employees can become frustrated and our costs to provide service escalate. As a Client Service Associate II within JPMorgan Chase, you will build and leverage ... Strategic Thinkers Wanted. Delivering exceptional Client Service is vital at JPMorgan. It drives...retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total… more
- Raymond James Financial, Inc. (Chicago, 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
- Cognizant (Philadelphia, PA)
- …are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned ... Technology Solutions is currently seeking a highly skilled **Healthcare Payer Client Relationship Manager ( Associate Director)** who will be responsible… more
- KeyBank (Pittsburgh, PA)
- **Location:** 1825 Washington Road - Pittsburgh, Pennsylvania 15241 **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… more
- Bank of America (Atlanta, GA)
- Associate Client Service Manager Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... is culture driven, resilient, results focused and effective. The ** Associate Client Service Manager** will oversee the... (CSA) team who provides dedicated operational and sales support to multiple Advisors across the division. The individual… more
- Robert Half Office Team (Rancho Santa Fe, CA)
- …A prestigious wealth management firm in Rancho Santa Fe is seeking a Senior Client Service Associate to join their close-knit, high-performing team. This is a ... years of experience in financial services, ideally in a client service or advisor support role. +...ideally in a client service or advisor support role. + Familiarity with wealth management processes, financial… more
- Raymond James Financial, Inc. (Tampa, FL)
- …excellence in the Financial Service Industry, Thakar Financial LLC is seeking a dynamic Client Relationship Associate who is looking to join this growing team. ... of meetings in person and via Zoom. + Research client and security information through the back office system....Works both independently and with the team to provide support to the financial advisor. + With accuracy process… more
- JPMorgan Chase (Houston, TX)
- **Description** As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and ... enriching client relationships. You will serve as the primary point...retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total… more
- Wells Fargo (Rolling Hills Estates, 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 ... experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry experience… more
- JPMorgan Chase (West Harrison, NY)
- …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