- JPMorgan Chase (New York, NY)
- Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed ... institutional clients! As a Client Account Manager within Asset Management you will be...varying levels of the organization. **Job Responsibilities** + Coordinate onboarding and servicing with clients and 3rd parties, fielding… more
- JPMorgan Chase (New York, NY)
- …point for non-investment client activities; proactively manage and develop client relationships + Oversee onboarding and account setup, coordinating with ... and tailored solutions across every asset class. As a Client Account Manager within JP Morgan Asset Management you...Asset Management you will be responsible for delivering exceptional client service to Institutional clients of JP Morgan Asset… more
- JPMorgan Chase (Chicago, IL)
- …be the role for you! As a Client Service Account Manager in the Client Onboarding and Service team, you will support a portfolio of large corporate clients, ... utilize our Payments Products and Services. By leveraging your expertise in client and product management, you will recommend strategies to drive client… more
- Vanguard (Scottsdale, AZ)
- …a FINRA Series 7 and 63 licensed professional with a passion for building meaningful client relationships? Join our team as a Client Transfer Specialist for our ... Investor clients at Vanguard. At Vanguard, we have a client -first mentality that we live and breathe every day...point of contact for Personal Investor clients during the onboarding and change of ownership experience. + Build and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm ... world's most sophisticated clients. Responsibilities: + Own the full client experience, from onboarding to reporting and...+ Own the full client experience, from onboarding to reporting and money movement + Coordinate wires,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding , subscriptions/redemptions, money movement, and reporting… more
- Publicis Groupe (Morristown, NJ)
- …America, and a subsidiary of the Publicis Group (OTCQX: PUBGY). **Overview** As an Associate Director on the Payer Sciences' Client Engagement Team, your role ... on a range of healthcare related topics + Support day to day client interactions + Coordinate content corrections resulting from the review process - ensuring… more
- S&P Global (ME)
- …technology. **Responsibilities:** + General support of the Platforms + New user onboarding , account maintenance, resolution of client issues or questions, and ... **About the Role:** **Grade Level (for internal use):** 07 **The** **Team:** Client Services - Customer Support Analyst **Impact & Responsibilities:** The Loan… more
- Bank of America (New York, NY)
- …a quality and on time product to Global Markets clients + Onboarding Associate serves as the voice of the client , enables the strategic development of ... -facing experience, markets product knowledge and has a KYC background. The onboarding associate will manage the client /KYC pipeline, will be facing off… more
- Aerotek (Edwardsville, IL)
- … client pre-employment requirements, forms, policies, and documents regarding onboarding are kept current and validated with Compliance departments. + Manage ... **Overview** The Field Operations Associate is responsible for ensuring our customers -... client requirements for the onboarding packet (eg,… more