- JPMorgan Chase (Plano, TX)
- …small and capable of authorizing transactions in more than 130 currencies. As a Relationship Manager Associate within Chase Merchant Services, you will grow and ... a large portfolio of clients across team of collocated Relationship Managers + Execute client needs via written and verbal communication and controlled process… more
- CIBC (New York, NY)
- …Client Service Associate /** ** Senior Client Service Associate ** , you will support Private Wealth relationship management efforts by delivering ... and transactions align with regulatory and internal standards. You'll also support Relationship Managers by preparing materials, tracking client activity, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …A boutique, fast-growing Registered Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client ... most sophisticated clients in the world. The Role The Senior Client Service Associate will...approve performance and investment reports for accuracy. Workflow & Relationship Management + Partner closely with client … more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... committed to delivering exceptional client service. The Senior Client Service Associate reports...Conduct performance evaluations and provide timely feedback to staff. Client Service & Relationship Management + Serve… more
- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more ... We're building a relationship -oriented bank for the modern world. We need...role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we… more
- JPMorgan Chase (Tempe, AZ)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve ... solicit client input and feedback to drive client satisfaction + Conduct annual relationship reviews...to drive client satisfaction + Conduct annual relationship reviews with clients to identify potential customer-level fraud… more
- WTW (Chicago, IL)
- **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary...understanding of the role Banking plays in the larger client relationship ; manage complex client ... Advisor's client . This role is responsible for establishing, maintaining, and building client relationships. The Client Service Associate works in a… more
- Raymond James Financial, Inc. (Richmond, VA)
- …prospecting for new clients. * Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors with ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated,...Financial markets, products and industry regulations. **Skill in** * Client Relationship Management (CRM) software, or similar… more
- Vanguard (Scottsdale, AZ)
- …feel confident and secure. Autonomy and Empowerment: Enjoy the autonomy to own the client relationship from start to finish, making decisions that best serve the ... a FINRA Series 7 and 63 licensed professional with a passion for building meaningful client relationships? Join our team as a Client Transfer Specialist for our… more