- Bank of America (Pasadena, CA)
- Wealth Management Client Associate - Mandarin Language Required Pasadena, California **To proceed with your application, you must be at least 18 years of age.** ... an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Los Angeles, CA)
- Private Wealth Client Associate Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Eastern Bank (Portsmouth, NH)
- … Client Associate plays a key role in delivering exceptional client service and operational support to high-net-worth clients by collaborating with ... Relationship Support** + Serve as a primary point of contact for client service inquiries and requests. + Assist with new client onboarding, including… more
- JPMorgan Chase (Jersey City, NJ)
- …found the right team. As a Client Operations Associate within the Client Account Services (CAS) Custody Service (SVC) Delivery Team, you will act as a ... organizational, analytical, and problem resolution skills + Stakeholders' Management - Client Service and relationship management experienced + Excellent… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …is very important to our team. Cedar Rapids Raymond James is seeking a Client Relationship Associate who is a motivated, detail-oriented, and creative problem ... Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Dow Jones (New York, NY)
- …drive meaningful business outcomes and long-term partnerships. **About the Role:** The Client Associate is an important team player, partnering to sell ... to large Financial Services clients. This position supports designated Client Partners/ Associate Client Partners to...Services experience is advantageous + Proven high standards of client support and service + Articulate and… more
- Commerce Bank (Wichita, KS)
- …of the compensation range for some roles. This compensation range is for the Private Client Advisor Associate job and contemplates a wide range of factors that ... wealth management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for their goals. Commerce Trust… more
- KeyBank (Denver, CO)
- …financial services and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and ... **Location:** 1675 Broadway - Denver, Colorado 80202 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and… more
- Cognizant (Philadelphia, PA)
- …Technology Solutions is currently seeking a highly skilled **Healthcare Payer Client Relationship Manager ( Associate Director)** who will be responsible ... **Overview** Client Relationship Managers are key contributors to commercial.... Understand the customer's specific business needs and apply service / process knowledge to meet those needs, additionally, to… more
- Charles Schwab (Omaha, NE)
- …to execute the balance of being productive and efficient, while delivering exceptional client service . **What you have** **Required** + Minimum of one-year prior ... quo" and transform the finance industry together._ The CS&S Client Technical Support Associate responds to tier... client service experience. + Shift Flexibility: There… more