- Neuberger Berman (New York, NY)
- …point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, account ... and wires, RMDs, name/address/beneficiary changes, ACAT and DTC transfers, cost updates, client directed trade orders, and other miscellaneous client requests +… more
- Publicis Groupe (Chicago, IL)
- …want to hear from you. Let's shape the future together. **Overview** The Client Operations department manages client -specific operational tasks across ... provide a critical foundation for the agency. The Supervisor, Client Operations is responsible for training and...prioritizing key projects across the team + Assist the Associate Director and/or Director with miscellaneous Operations … more
- HSBC (Seattle, WA)
- …banking experience, including operations and customer service experience. As our Client Experience Associate you will: + Greet and assist customers who ... investors, our communities and the planet we all share. As our Client Experience Associate , you'll help new and current Wealth Center customers feel comfortable… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Fukumae via LinkedIn for fastest consideration for this opportunity. Job Posting: Client Service Associate Employment Type: Full-Time Location: San Jose, 100% ... has expanded by $400 million in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to be… more
- Evolent (Salt Lake City, UT)
- …the impact of our specialty programs and administrative platform. Role Overview The Associate Director role on Client Analytics will support both internal teams ... Stay for the culture. What You'll Be Doing: The Client Analytics team provides a unique opportunity to collaborate...(EAS, Specialty Operations ) and external partners, delivering analyses that drive Evolent's… more
- JPMorgan Chase (Chicago, IL)
- …efficiency. Our Service organization acts as a central hub for resolving client issues, supporting their business operations , identifying product and service ... clients? This could be the role for you! As a Client Service Account Manager in the Client Onboarding and Service team, you will support a portfolio of… more
- Neuberger Berman (New York, NY)
- …desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all ... required documentation + Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing… more
- Dow Jones (Los Angeles, CA)
- …of News Corp (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV). **About the Role** The Associate Client Partner is a developmental level sales position focused on the ... and today has one of the world's largest news-gathering operations globally. It is home to leading publications and...for potential new advertising partners to grow accounts. The Associate Client Partner will help grow these… more
- JPMorgan Chase (Houston, TX)
- …organization acts as a central point of resolution to support the client 's business operations , identifies product/service gaps and development opportunities, ... clients? If so, come join our team as a Client Service Account Manager where you will have direct...of large corporate or financial institution clients. As a Client Service Account Manager within the (X) team, you… 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 ... money movement, and reporting + Coordinate wires, funding requests, and daily operations + Support client ‑run foundations and philanthropic initiatives + Track… more