- Robert Half Finance & Accounting (Philadelphia, PA)
- …a dedicated and detail-oriented individual to join our client , a wealth management team as a Client Services Associate. This role involves providing ... administrative and client service support to ensure seamless operations and exceptional ... client meetings. * Provide administrative assistance for financial planning and investment advisory services . *… more
- Bloomberg (New York, NY)
- …Services , Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045382 **Description & Requirements** Bloomberg is a global ... role in delivering it. **You will:** + Deliver exceptional client service to maintain client ...Have:** + **2-5 years of experience** in Foreign Exchange: ** Client Services , Trade Support, Middle/Back Office** teams… more
- Bank of America (Pennington, NJ)
- Life Services Financial Solutions Advisor (Series 7 & 66 required) Pennington, New Jersey **To proceed with your application, you must be at least 18 years of ... grow, and make an impact. Join us! The Life Services team is focused on guiding beneficiaries...+ Recommends banking and investments strategies that align with client financial goals and needs + Triages… more
- Raymond James Financial, Inc. (Payson, UT)
- …James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James Financial Services ... **Essential Duties and Responsibilities** + Service daily client inquiries over the...team environment to provide administrative support to the financial advisors and branch office + Open new … more
- MetLife (Aurora, IL)
- …clients. As Director - Client Services , you'll lead a high-performing team of Client Service Consultants and collaborate across departments to ... Director - Client Services Regional Business is excited...with our clients. Key Responsibilities Lead and develop a team of Client Service Consultants,… more
- Aegon Asset Management (FL)
- …to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life ... 7 ,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. *… more
- JPMorgan Chase (Chicago, IL)
- As a Digital Client Service Associate within the Private Bank team you will be the primary point of contact for all online related needs of Private Bank ... clients. You will work in a team -oriented environment with Bankers, product partners, and operations teams...qualifications, capabilities, and skills** + Prior experience in the financial service industry in client … more
- US Bank (Salt Lake City, UT)
- …what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Client Service Associate is a service and support representative ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- Banfield Pet Hospital (Mount Pleasant, SC)
- …analyze and solve problems. Translates problems into practical solutions. . Client service skills - Consistently ensures the team provides the client ... Opening Statement Client Service Coordinator SUMMARY OF JOB...the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets),… more
- Bank of America (New York, NY)
- …part of a centralized coverage team that provides dedicated brokerage services to UHNW Private Bank clients. Initial client /prospect engagement and ... Brokerage Services Financial Advisor New York, New...Proven relationship building and business partnering skills. + Strong client service experience **Desired Skills:** + Experience… more