- JPMorgan Chase (Tampa, FL)
- …their letter of credit needs, this could be the role for you! As a Senior Client Service Account Associate in The Trade and Working Capital Client Service ... the unique and complex service needs of Global Trades client base. Service is delivered in a team-based model...relationship profitability. You will also participate in joint client calls with Bankers and Trade Sales Officers both… more
- Citizens (San Diego, CA)
- … lifecycle. This role offers exposure to sophisticated banking solutions and client relationship management, providing a strong foundation for advancement into ... in our San Diego office . The Private Bank Client Service Associate assists clients with the...Relationship Manager. Primary responsibilities include + Respond to client inquiries and servicing requests in a timely manner… more
- Public Consulting Group (Washington, DC)
- …customer service and operations for clients: + initiative planning and ongoing client relationship management. + collaborate with external vendors, external ... projects to meet necessary deadlines. **Required Experience** + Proven success in client relationship management and engagement. + Strong facilitation and… more
- City National Bank (Los Angeles, CA)
- …* Develops new business through referrals and existing clients. Participates in client call program either independently or with Relationship Manager. Prepares ... YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service, banking operations or relationship management support required. *… more
- ADP (Maitland, FL)
- …or equivalent experience as a practitioner in a systems-related organization. + Strong client relationship -building skills. + Must be comfortable working in a ... ADP is hiring a ** Client Service Associate .** Thanks for clicking!...with satisfying resolutions. + **People First** **.** You're a relationship builder who wants to help others, grow friendships,… more
- CIBC (Boston, MA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a ** Client Service Associate (CSA)** , you'll play a key role ... you'll have the opportunity to develop deep knowledge of client portfolios, grow your career within the Relationship... client portfolios, grow your career within the Relationship Management Team, and pursue professional designations in the… more
- FREEMAN (Philadelphia, PA)
- …of both finance and client management, combining financial strategy with relationship development. The Associate Director of Client Pricing & ... action, and build trust-all around the world. **Summary** The Associate Director of Client Pricing & Procurement...teams to ensure accurate and timely financial reporting for client accounts. ** Client Relationship Management:**… more
- Moss Adams LLP (San Francisco, CA)
- ** Client Service Associate ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about ... and interesting business challenges. **Introduction to the team** The Client Service Associate for Moss Adams Wealth...to provide a wide range of technical, administrative and relationship support services to assigned client teams… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate or Associate Director of Client Service Location: 100% Remote (Optional hybrid from San Francisco office) ... firm is seeking a highly capable and polished Senior Client Service Associate or Associate ...is deeply personalized, with a focus on depth of relationship rather than volume of clients. Position Overview This… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... to delivering exceptional client service. The Senior Client Service Associate reports directly to the...Conduct performance evaluations and provide timely feedback to staff. Client Service & Relationship Management + Serve… more