- Santander US (Miami, FL)
- Client Service Associate , Investments, Miami, FL Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... Talk to You!** **The Difference You Make:** The Client Service Associate (CSA) is a sales support...Investments, LLC. The CSA promotes and supports the Financial Advisor (FA) and the Bank's clients with the administrative… more
- JPMorgan Chase (Boston, MA)
- …a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and ... over the last two years. Today, over 390 financial advisor firms have trusted over $60 billion in assets...with 55ip. **Job summary:** As an Enterprise Business Development Associate within the Enterprise Solutions team at 55ip, you… more
- Wells Fargo (Salt Lake City, UT)
- **About this role:** Wells Fargo is seeking a Customer Service Associate Manager as part of the Remote Client Associate Support Teams (RCAST) for Wells Fargo ... Advisors within the WFA footprint + Identify opportunities for customer service improvement, policy and procedure enhancement, and risk control development in… more
- ADP (Miami, FL)
- ADP is hiring a **Client Service Associate .** Thanks for clicking! Let us tell you a little more + Are you a customer service superhero who gets a thrill ... be just the person we're looking for! As **Client Service Associate ** , you'll leverage our top-ranked...YOU'LL DO:** _Responsibilities_ **Be the Go-To Person and Trusted Advisor ** + Serve as a consultant in servicing ADP's… more
- Coldstream Wealth Management (Seattle, WA)
- …a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment ... Advisor industry from the ground up and have multiple...are 7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream Wealth… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial ... marketing strategy and builds presentations on behalf of the Financial Advisor (s) + Ad Hoc service requests as needed on behalf of the team/clients **Required… more
- Bowdoin College (Brunswick, ME)
- …also liaise with faculty to collaborate on joint programming and advising. The Associate Director will serve as an advisor to Bowdoin student pre-professional ... Associate Director for Career Exploration and Development Posting...and Development ("CXD") is seeking to hire a career advisor with professional experience working in any of the… more
- M&T Bank (Paramus, NJ)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves more complex service issues within the team and… more
- HUB International (Rockville, MD)
- …**HUB is 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, ... responsible for preparing client reviews and providing administrative support to the advisor 's to ensure our clients experience outstanding service . The… more
- Charles Schwab (Phoenix, AZ)
- …for this role to work on site in the specified location._ As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be ... on your growing expertise to deliver extraordinary and consistent service . Through mentorship, coaching, and ongoing training, you will...set you on the path to becoming a Wealth Advisor , this could be the opportunity for you. We… more