- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service ... and Operations Staff in order to maintain and improve client relationships and streamline processes. JPMorgan Securities LLC offers security brokerage services… more
- Robert Half Finance & Accounting (San Jose, CA)
- … relations, portfolio operations , and investment analysis. Position Overview The Client Service Associate will play a key role in supporting sophisticated ... Description Client Service Associate Location: San Jose, CA Industry: Financial Services / Investment Advisory A rapidly growing investment advisory firm is… more
- WTW (Detroit, MI)
- …Together, we unlock potential. Learn more at **wtwco.com** . **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the ... our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client...(GSD) + Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations + Gather… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The... of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary point of contact for all deposit account service-related needs of a JP Morgan Advisor's client . This role is ... responsible for establishing, maintaining, and building client relationships. The Client Service ...operations teams to deliver a seamless and integrated client experience across all deposit products. **Job responsibilities:** +… more
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, New York **Hybrid** Contract $25/hr - $30/hr **Title:** Client Service Associate **Description:** Job Description ... Service team partners with the portfolio management team, operations , trading and distribution to provide a best in...of our clients. We are looking for our next Client Service Associate to support our growing… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary point of contact for all deposit account service-related needs of a JP Morgan Advisor's client . This role is ... responsible for establishing, maintaining, and building client relationships. The Client Service ...operations teams to deliver a seamless and integrated client experience across all deposit products. **Job Responsibilities:** +… more
- Neuberger Berman (New York, NY)
- …customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a ... experienced Wealth Advisor Team managing over $2b AUM. The Client Associate enhances the client ...Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations , and clients + ** Client Support** :… more
- JPMorgan Chase (Plano, TX)
- Step into the role of a Client Service Associate within our Commercial & Bank and become an integral part of our clients' success stories. As the primary point ... in the ever-evolving world of commercial banking. As a Client Service Associate within our Commercial &...needs. + Collaborate with cross-functional teams to ensure seamless client service operations + Build and maintain… more
- JPMorgan Chase (Brooklyn, NY)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service ... operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying… more