• Senior Client Service Associate - Elite…

    Robert Half Finance & Accounting (San Francisco, CA)
    …Senior Client Associate About the Role We're looking for a Senior Client Associate to join a top‑tier wealth management team serving ultra‑high‑net‑worth ... clients. This role combines client relationship management , strategic planning support, and leadership responsibilities within a...Bachelor's degree required + 6-8 years of experience in client ‑facing roles within wealth management or a… more
    Robert Half Finance & Accounting (12/31/25)
    - Related Jobs

  • PWM Client Services Team Leader (New…

    US Bank (Los Angeles, CA)
    …Consultants, Operations, Private Wealth Advisor) to facilitate timely account setup. + ** Client Relationship Management ** + Serve as the initial point of ... organizational, analytical, and problem-solving skills. + Strong communication and client relationship management abilities. + Proficiency in trust/investment… more
    US Bank (11/20/25)
    - Related Jobs

  • Client Delivery Manager

    Insight Global (Carol Stream, IL)
    Job Description A Client Communications Management (CCM) Firm is seeking a Client Delivery Manager to lead a talented team of CCM developers and engineers ... ideal for a technical expert ready to take the next step into management - guiding project execution, mentoring team members, and ensuring delivery excellence across… more
    Insight Global (11/12/25)
    - Related Jobs

  • Digital Workplace Client Services Project…

    Citigroup (Irving, TX)
    **Digital Workplace Client Services** **(DWCS** ) provides the tools that enable and empower Citi's 250K staff to be productive, to collaborate effectively, and to ... and the end-user hardware lifecycle. The mission of Digital Workplace Client Services is to **provide simple-to-use services and exceptional workspace experiences… more
    Citigroup (12/24/25)
    - Related Jobs

  • Director, Client Projects

    NTT America, Inc. (Austin, TX)
    …work with large enterprise clients with a global presence. + Strong client stakeholder management skills, including executive-level engagement. + Proven ability ... you can grow, belong and thrive. **Your day at NTT DATA** The Director, Client Projects is a senior leadership role responsible for developing and directing the… more
    NTT America, Inc. (12/06/25)
    - Related Jobs

  • Client Specialist, Employee Benefits

    HUB International (Dublin, OH)
    …within our benefits consulting team, where you will be responsible for client relationship management , with opportunities for career growth, development and ... full-service global insurance broker and financial services firm providing risk management , insurance, employee benefits, retirement and wealth management … more
    HUB International (11/14/25)
    - Related Jobs

  • Senior Client Service Associate - Leading…

    Robert Half Finance & Accounting (San Francisco, CA)
    …career. Senior Client Associate About the Role We're seeking a Senior Client Associate to join a top‑tier wealth management team serving ultra‑high‑net‑worth ... clients. This role blends client relationship management , strategic planning support, and leadership responsibilities within a...Bachelor's degree required + 6-8 years of experience in client ‑facing roles within wealth management or a… more
    Robert Half Finance & Accounting (12/24/25)
    - Related Jobs

  • Client Excellence, Senior Specialist

    Vanguard (Malvern, PA)
    …to delivering an exceptional client experience. + Proven experience in client relationship management and sales. + Ability to think strategically while ... + Minimum 8 years of relevant experience in sales, client strategy, or event management . + Bachelor's degree required; advanced degree preferred. Special Factors… more
    Vanguard (12/03/25)
    - Related Jobs

  • Senior Client Service Associate (Little…

    Raymond James Financial, Inc. (Little Rock, AR)
    …prospecting for new clients. * Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors with ... industry. * Financial markets, products and industry regulations. **Skill in** * Client Relationship Management (CRM) software, or similar contact management… more
    Raymond James Financial, Inc. (11/05/25)
    - Related Jobs

  • Client Services Representative

    US Tech Solutions (Phoenix, AZ)
    …of experience in the **financial industry** , with at least 2 years in ** client relationship management ** . + Retirement industry certification is a plus. **Core ... for Extension **Job Description** + We're looking for a ** Client Services Representative** to manage a portfolio of TPA...to multitask. + High comfort level interacting with senior management . + Proven problem-solving and process management … more
    US Tech Solutions (10/16/25)
    - Related Jobs