- JPMorgan Chase (Tempe, AZ)
- …premier client service, JP Morgan is the place for you! As a Digital Client Service Associate within the Private Bank team you will be the primary point ... and operations teams to deliver a seamless and integrated approach to the client online experience . **Job responsibilities** + Provide exceptional service and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience + Review and finalize investment reports and performance ... Description Senior Client Service Associate $90,000-$110,000 base +... service (RIA, family office, private bank, etc.) + Experience navigating complex client needs with maturity,… more
- JPMorgan Chase (Westerville, OH)
- If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide ... Private Client Advisor(s), within JPMorgan Wealth Management. As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a… more
- ADP (La Palma, CA)
- ADP is hiring an ** Associate Account Manager** . **This is not a sales position. This role focuses on servicing existing clients.** + _Are you ready_ _to join a_ ... will vary, as will the solutions you provide each client . There will be no shortage of new questions...loyalty, brings positive energy into every interaction, and has experience serving as a liaison with internal partners to… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- Navient (San Francisco, CA)
- …our mission, read more below, and let's build something great together! **The Client Happiness Origination Associate position will report to the Senior Manager ... of Client Happiness.** **As the Client Happiness Origination Associate , you will:** +...2-3 years of relevant sales and or customer success experience in relationship or consultative sales + Strong communication… more
- Broadridge Financial Solutions (New York, NY)
- …join the Broadridge team. Broadridge Disclosure Solutions is seeking a Capital Markets Client Service Associate to join our high-performance Capital Markets team ... filings and other critical communications. We are looking for a client -focused, solutions-oriented professional who thrives in a fast-paced, high-stakes environment.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in this environment. Key Responsibilities + Own the end-to-end client experience across onboarding, investment subscriptions/redemptions, money movements, ... Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing...love to connect! Requirements Qualifications + 3-5+ years of experience in client service within a family… more
- JPMorgan Chase (Chicago, IL)
- …major market throughout the world. **Job Summary** As an Asset Management - Internal Client Advisor - Associate within the Workplace Retirement team, you will be ... and offers guidance through the on-boarding process to ensure an optimal client implementation and/or transition experience .** + **Manages multiple facets of… more
- Raymond James Financial, Inc. (Richmond, VA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...* Provide a high level of customer service. **Education/Previous Experience ** * High School Diploma or equivalent and a… more