- Edward Jones (West Palm Beach, FL)
- …all project planning phases. They will provide administrative assistance in client onboarding , coordinate tasks/milestones related to the implementation and ... center of the center.** Here at Edward Jones the client is our single focus and our relationships with...The Edward Jones Generations(R) team provides an end-to-end, HNW client experience by partnering with our branch teams to… more
- JPMorgan Chase (Miami, FL)
- …Responsibilities** + Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and ... Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a… more
- Mass Markets (Richmond, VA)
- …pursue opportunities for account expansion and recommend value-added services. + Manage client onboarding , transitions and change requests to ensure a seamless ... Services Managerto serve as the key point of contact for assigned client accounts. This role is responsible forensuring exceptional service delivery, fostering… more
- World Insurance Associates, LLC. (Westborough, MA)
- … relationships by delivering responsive, high-quality service Account Operations + Support new client onboarding + Open new accounts across multiple custodians + ... About Us We are a growing, client -focused wealth management firm committed to delivering exceptional...Summary We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with… more
- PNC (Cleveland, OH)
- …include, but are not limited to, handling: * Cross-discipline Sales Support * New Client Onboarding * Administrative Support * Risk Management PNC will not ... valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Private Bank organization, you will be based… more
- Mass Markets (Wichita, KS)
- …+ Identify opportunities for account growth and upselling additional services. + Manage client onboarding , transitions, and change requests. + Monitor client ... of a globally expanding, industry-leading organization. We are looking for a client -focused and relationship-driven Client Services Manager to serve as the… more
- Thrivent Financial (Minneapolis, MN)
- …ensuring positive outcomes. + Partner with team to ensure a smooth new client onboarding experience. + Manage and optimize a high-quality client ... every day through the financial solutions we offer, the client activities we support, and the resources we provide...and nonprofit organizations. Position summary: As a Manage of Client Services ( Client Experience) you are responsible… more
- Huntington National Bank (Hagerstown, MD)
- …other inquires as needed. + Build a strong partnership to aide in critical client onboarding and activation process. + Work with internal sales and operations ... Description Summary: Responsible for handling complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and… more
- JPMorgan Chase (Philadelphia, PA)
- …customer experiences + Collaborate with key organizational functions, including sales, marketing, client onboarding , client service, product, and technology, ... Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges. Collaborate closely with diverse… more
- Coldstream Wealth Management (Portland, OR)
- …Specific responsibilities include: + Prepare and process documentation related to client onboarding and maintenance: + Open brokerage accounts, establish ... join one of our wealth management teams! As a Client Service Associate on one of our largest teams,...vision, passion, and purpose, with a focus on both client service and community commitment. In July 2024, Arnerich… more