- JPMorgan Chase (Newark, DE)
- …JP Morgan is the place for you! Drive risk excellence as a Private Bank Client Service Control Solutions Associate -lead the charge in building robust ... issues in real time, and shaping a proactive risk management culture. As a Client Service Control Solutions Associate within the US Private Bank at JP… 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 ... enhance client relationships. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate Location: San Francisco, CA (Montgomery BART) Industry: Wealth Management / Multi-Family Office Compensation: ... multi-family office is seeking a polished and proactive Senior Client Associate to join its San Francisco-based...Key Responsibilities + Serve as the primary contact for client service requests + Execute client… more
- BMO Financial Group (Tempe, AZ)
- …that enhancement opportunities are identified and addressed or referred to during client service interactions. + Handles transactional requests, escalations, and ... promptly and effectively. + Responds to and facilitates the resolution of client service requests. + Collects and analyzes client feedback to identify… more
- M&T Bank (Paramus, NJ)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct… more
- Public Consulting Group (Jefferson City, MO)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... the delivery of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …or TD Ameritrade is a plus + Personable, polished, and committed to exceptional client service + Highly organized, detail-oriented, and able to manage multiple ... and additional info. Our client is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a full-time permanent role… more
- Charles Schwab (Orlando, FL)
- **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a ... full range of service and trading needs. You will work in a...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Raymond James Financial, Inc. (Green Bay, WI)
- …Duties and Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more