- Raymond James Financial, Inc. (Oil City, PA)
- …branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative...and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …+ Works both independently and with the team to provide support to the financial advisor . + With accuracy process client transactions per client request or ... Financial LLC is seeking a dynamic Client Service Associate who is looking to join this growing team.... financial advisor request. + Open new client... financial advisor request. + Open new client accounts. + Ensure… more
- JPMorgan Chase (Brooklyn, NY)
- …managing liquidity, balance sheet, and capital positions. As a Treasury Capital Controller - Associate , you will serve as a trusted advisor to CIB management and ... Join our high-performing team as a Treasury Capital Controller - Associate , becoming a subject matter expert providing valuable insights to senior management in a… more
- Wells Fargo (Clifton, NJ)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Assist Financial Advisor (s) with sales, service and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Wells Fargo (Charlotte, NC)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related ... this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- JPMorgan Chase (Tampa, FL)
- …needs, this could be the role for you! As a Senior Client Service Account Associate in The Trade and Working Capital Client Service Group, you will be responsible ... for each client within your assigned portfolio, and a senior leader as trade advisor for complex Letter of Credit transactions. The assigned client portfolio may be… more
- Kestra Financial (Fort Worth, TX)
- …modeling, case design, scenario building, and plan and presentation development. Summary The Associate /Service Advisor reports to the Lead Advisor and serves ... Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort...including investment processing as well as planning assistance. The associate will need high attention to detail as they… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …gathering on behalf of the insurance company, communicating with carriers and financial advisor /agent as necessary throughout the licensing process. Identifying ... Communicate with insurance companies regarding submitted business or issues + Work with financial advisor and insurance companies on escalated cases + Monitors… more
- JPMorgan Chase (New York, NY)
- **About JP Morgan** : JP Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice to meet our clients' needs ... for our clients and the firm, making us the most respected financial institution globally and offering outstanding career opportunities. **About US Private Bank… more
- JPMorgan Chase (Chicago, IL)
- …for establishing, maintaining, and building client relationships. The Client Service Associate works in a team-oriented environment with Financial Advisors, ... The Client Service Associate is the primary point of contact for...Provide high quality, high touch service to JP Morgan Advisor clients across the deposit product offering. + Manage… more