- KeyBank (Akron, OH)
- …activity. Escalate instances according to procedure. + Partner closely with the Client Relationship Associates. Enlist assistance from KPB Relationship ... 219 South Main Street, Akron Ohio **Job Summary** The Client Service Associate supports the Key Private...+ Ability to maintain all servicing aspects of the client relationship . + Ability to exercise discretion… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Associate About the Role We're looking for a Senior Client Associate to join a top-tier wealth management team serving ultra-high-net-worth clients. This ... position blends client relationship management, strategic planning support, and...Bachelor's degree required. + 6-8 years of experience in client -facing roles within wealth management or family… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Associate About the Role We're seeking a Senior Client Associate to join a top-tier wealth management team serving ultra-high-net-worth clients. This ... role blends client relationship management, strategic planning support, and...Bachelor's degree required. + 6-8 years of experience in client -facing roles within wealth management or family… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Associate About the Role We're seeking a Senior Client Associate to join a leading wealth management team serving ultra-high-net-worth clients. This ... role combines client relationship management, strategic planning support, and...required + MUST HAVE 6-8 years of experience in client -facing roles within wealth management or family… more
- JPMorgan Chase (Chicago, IL)
- …for effective client engagement from point-of-sale through the duration of the client relationship .** + **Partners with Client Advisor to ensure a ... world. **Job Summary** As an Asset Management - Internal Client Advisor - Associate within the Workplace...planning and managing the territory.** + **Assist in maintaining client relationships, collaborating with JP Morgan Relationship … more
- Robert Half Finance & Accounting (Boston, MA)
- …initiative for personal and detail-oriented growth. * Proficiency in customer support and client relationship management. Robert Half is the world's first and ... Description Our client is a highly sought-after Wealth ...firm in Boston and looking to add a Registered Client Service Associate to the team. Essential… more
- Columbia Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Newport Beach, California Phoenix, Arizona **Description** **About Us:** At Columbia, ... of senior and executive level professionals. + Proven business development, relationship and portfolio management, private banking, and wealth management… more
- S&P Global (Boston, MA)
- …of the world's largest financial institutions. **The** **Impact:** We are seeking a junior Client Services Associate to join our dynamic and global Client ... will provide application and technical support for our global client base. Client Success is a critical...questions and requested training sessions. You will develop your relationship management skills and industry knowledge to help our… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …internal projects and firm priorities as needed Requirements + Proven experience in client service, wealth management, or family office environments + Strong ... fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and… more
- Vanguard (Charlotte, NC)
- …providing investment guidance. + Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. + Deliver ... high-quality, efficient service while anticipating client needs and offering proactive solutions. + Collaborate across...required licenses. + Dedicated onboarding to Vanguard's Advice & Wealth Management business and working model. + Access to… more