- Coldstream Wealth Management (Portland, OR)
- …with Coldstream Capital. Located in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service Associate performs ... team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. Specific… more
- JPMorgan Chase (Houston, TX)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... resources of one of the largest and most respected financial firms in the world. Our small size and...will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive… more
- Walmart (Hoboken, NJ)
- …degree in Design or a related field **Reporting:** + Reports to Associate Creative Director, Private Brands **About Walmart Creative:** Walmart Creative ... ** As a Senior Art Director reporting to the Associate Creative Director, you will play a key role...supporting the creative ideation and execution of campaigns for Private Brands at Walmart with a focus on fashion… more
- Navient (San Francisco, CA)
- …track, fast. We build tools that help people feel in control of their financial future, including: + ** Private student loans** - low rates, people-first service, ... our mission, read more below, and let's build something great together! **The** ** Client Happiness Associate , Conversion & Sales** **will report into the… more
- Zions Bancorporation (Palo Alto, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses… more
- HUB International (Rockville, MD)
- …the place for you.** We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our **McLean, VA** ... client service administrative role; must have a passion for client service. + Financial services / retirement plans experience is required. + Proven ability… more
- JPMorgan Chase (New York, NY)
- …set new standards for service excellence at JPMorgan Asset Management. As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on ... feedback **Required qualifications, capabilities, and skills** + 3+ years of experience in financial services or private markets, focusing on service design +… more
- Robert Half Finance & Accounting (Boston, MA)
- …a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include client ... * Minimum of 2 years of experience in a client service or administrative role within financial ...a team-focused environment. * Familiarity with wealth management or private wealth processes is highly advantageous. * Demonstrated initiative… more
- M&T Bank (Paramus, NJ)
- …**Education and Experience Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree, ... years' higher education and/or work experience, including a minimum of 2 years' financial service client service experience Strong customer service skills Strong… more
- Insight Global (Nashua, NH)
- Job Description Insight Global is hiring an Associate Financial Advisor for a fast-paced, client -focused financial advisory firm in Nashua, NH. The ... Associate Financial Advisor will play an instrumental role in supporting...operations, assisting lead advisors in helping clients achieve their financial goals, and gradually building their own client… more