- Robert Half Office Team (San Diego, CA)
- Description Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the ... via phone, email, and in person. + Support financial advisors with client onboarding, documentation , and account maintenance. + Coordinate the collection… more
- CIBC (Boston, MA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate , you will provide day-to-day administrative ... support for a variety of high-net-worth client accounts (revocable and irrevocable trusts, investment management accounts,...statements, tax reports and ad hoc reports. + Provide documentation for clients' annual reviews. + Manage clients' tax… more
- Raymond James Financial, Inc. (Little Rock, AR)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing.… more
- TEKsystems (Colorado Springs, CO)
- Client Services Associate Location: Colorado Springs, CO (Onsite) Pay Rate: $19.50/hr. Schedule: Monday - Friday, 8:00 AM - 4:45 PM Training: 4-6 weeks on ... rely on-today and for the long term. As a Client Services Associate in Retail Account Management,...Strong analytical skills to identify gaps or risks in documentation and processes. + Ability to verify forms and… more
- JPMorgan Chase (Springfield, IL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our...compliance requirements (eg completion of required operational forms and documentation ) + Prioritize daily work, track progress for current… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of high-net-worth ... and prospects. You'll play a critical role in relationship management, operations, client communication, and day-to-day advisory support. What You'll Do + Serve as… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ideal ... process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing. Follow up… more
- First National Bank of Omaha (Sugar Grove, IL)
- …how it fits into our organization's success.** **Summary of the Job:** The Client Relationship Associate provides daily customer support and enables the ... solutions to individuals to build and maintain financial wellbeing. The Associate will support Advisor(s)and customers with basic to comprehensive investment,… more
- St. Luke's University Health Network (Orwigsburg, PA)
- …serve, regardless of a patient's ability to pay for health care. The Client Services Associate is responsible for scheduling appointments, registering patients, ... duties in order to ensure completeness and correctness of all patient documentation , facilitating maximum client / company satisfaction. + Handles phone, mail,… more
- Santander US (Miami, FL)
- Client Lifecycle Management - Transaction Driven Financial Crime Associate Country: United States of America **Your Journey Starts Here:** Santander is a global ... stakeholder outreach for missing information and validate the provided documentation for completeness. **Key Responsibilities** **Transaction Monitoring:** Conduct alert… more