- Raymond James Financial, Inc. (Chicago, IL)
- **Job Summary** We are seeking to add a **Senior** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services ... a collaborative environment and is passionate about delivering exceptional client service. As a key member of our expanding...66 as required by state. + Ability to obtain additional securities and advisory state registrations if required by… more
- JPMorgan Chase (Chicago, IL)
- …Shape the future of banking with your expertise and passion! As an associate within the Global Banking (GB) Client Coverage Segment Product Controller ... Join our Global Banking Client Coverage team and elevate your career with...(GCB) and Commercial Banking (CB) businesses to provide business advisory and accounting support. You will be responsible for… more
- Robert Half Finance & Accounting (New York, NY)
- …families, and institutions. Our client is seeking a Client Service Associate to support a dynamic Private Wealth Advisory team. This is an excellent ... multiple areas of the business-from onboarding and account servicing to client communications and marketing support. Responsibilities of this position will include:… more
- Convey Health Solutions (Chicago, IL)
- …to ensure all tasks and deadlines are met, ensuring smooth project delivery. Client Needs Assessment: + Work closely with clients to understand their specific needs ... and workflows. + Tailor product implementations to align client expectations with system capabilities, including user experience of the rewards portal. System… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …This firm delivers a comprehensive range of services, including investment advisory , retirement planning, lending strategies, and customized family office support. ... fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and… more
- Raymond James Financial, Inc. (Gainesville, FL)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...+ Provide a high level of customer service _Orion Advisory Partners and its employees are_ **_independent contractors with… more
- JPMorgan Chase (Columbus, OH)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor within our financial advisory team, you will be instrumental ... markets by providing timely solutions. In collaboration with a Client Advisor, you will work towards achieving the goals...that deliver the JPMAM value proposition. + Provide superior client service by being responsive, thoughtful, and focusing on… more
- JPMorgan Chase (New York, NY)
- …getting invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial ... markets by providing timely solutions. In collaboration with a Client Advisor, you will aim to meet the objectives...that deliver the JPMAM value proposition + Provide superior client service by being responsive, thoughtful and making the… more
- US Bank (Boise, ID)
- …paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists ... such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing… more
- Mizuho Corporate Bank (New York, NY)
- …skills + Good communication skills + Appropriate and confidential handling of client data + KYC Onboarding background, specific experience in Investment Advisors & ... acquisition of Greenhill, Mizuho provides M&A, restructuring and private capital advisory capabilities across Americas, Europe and Asia. Mizuho Americas employs… more