- HUB International (Diamond Bar, CA)
- …support our customer's needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively with the service team to ... and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier… more
- BlackRock (Princeton, NJ)
- …systems, leveraging Airtable workflows and exception reporting to ensure process integrity. ** Experience & Qualifications** + ** Associate Role:** 3-5 years of ... legal frameworks related to investment products and services. + Proven experience in a client -facing role, with the ability to handle inquiries and build trusted… more
- Northern Rivers Family Services (Schenectady, NY)
- Client Service Associate Job Details Job...HS degree and one to two years of related experience , or requisite education and experience . Benefits ... Range $18.00 - $19.00 Hourly Travel Percentage Negligible Description As a Client Services Associate , you will be a valued member of an interdisciplinary team… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | Hybrid ... Espejo via email or LinkedIn. Requirements + Bachelor's degree + 4+ years in client -facing roles (family office or wealth management experience ONLY) + Strong… 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 ... more details. Thank you! Requirements * Minimum of 2 years of experience in a client service or administrative role within financial services. * Active Series 7… more
- Finexio (Winter Park, FL)
- …much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience that serves as ... professional and timely manner. It is expected that the Client Operations Associate will be able to...changing environment. The ideal candidate will have customer support experience within the financial sector and understands accounting. If… more
- JPMorgan Chase (Chicago, IL)
- …communication skills to interact effectively with clients and team members. + Experience in a client -facing role within the financial services industry. ... part of a team that values innovation and excellence. As an Physical Deliveries Associate II within the North Americas Deliveries team, you will be at the forefront… more
- JPMorgan Chase (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for… more
- Illumination Foundation (Stanton, CA)
- …County, Los Angeles County and the Inland Empire. Job Description: The Client Care Assoicate is responsible for addressing clients' immediate shelter needs, ... staff, and providing basic amenities as needed. Additionally, the associate will maintain the cleanliness and orderliness of the...role is Saturday - Wednesday, 11:30am to 8:00pm. Responsibilities: Client Care: + Assist with client intakes… 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 ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more