- World Insurance Associates, LLC. (Brockton, MA)
- …multiple offices throughout the region. Position Summary This position supports the Account Executive with responsibilities related to client management and ... products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is...retention. Responsibilities + Assist insurance producers in servicing client needs + Support Account Manager(s) in… more
- TEKsystems (Colorado Springs, CO)
- …retirement solutions that clients can rely on-today and for the long term. As a Client Services Associate in Retail Account Management, you'll play a vital ... Client Services Associate Location: Colorado Springs,...uploading agreements, R&D calculations. + Complex: Beneficiary changes, new account setups, complex asset allocations. + Review and interpret… more
- KeyBank (Pepper Pike, OH)
- …(Salesforce Task Queue) to direct service -related work away from field and to Client Service Associates. This includes submitting service tasks to the ... 30100 Chagrin Blvd, Pepper Pike Ohio **Job Summary** The Client Relationship Associate (CRA) supports the KPB...and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client… more
- Bank of America (Irvine, CA)
- Wealth Management Client Associate (Part-time) Irvine, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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 ... will establish, maintain, and build relationships while delivering exceptional client service . In this role you will...prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new… more
- Bank of America (Pasadena, CA)
- Wealth Management Client Associate - Mandarin Language Preferred Pasadena, California **To proceed with your application, you must be at least 18 years of age.** ... an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Rockledge, FL)
- Wealth Management Client Associate Rockledge, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Huntington National Bank (Columbus, OH)
- Description Summary:As a Mortgage Direct - Account Relationship Associate , you're more than just a financial resource for our existing customers; you're their ... yet teachable and have the ability to build good client and team relationships. Duties & Responsibilities: + As...Responsibilities: + As a Mortgage Direct /Relationship Sales & Service Specialist, you would perform outbound phone calls to… more
- FREEMAN (Dallas, TX)
- …as well as new technologies to deliver moments that matter. **Summary** The Associate Client Solutions Manager - Show Organizer Event Logistics is responsible ... to be sent to client * Maintains knowledge of all products and service offerings and upsell to existing clients beyond current contract * Quotes prices and… 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 account servicing, new account opening, assisting with...* Minimum of 2 years of experience in a client service or administrative role within financial… more