- 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 ... administration, or related area; bachelor's degree is preferred. . 2 + year of customer service experience, preferably...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… 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 ... Our client is recruiting for a Junior Client Services Associate at a growing wealth...roberthalf) for immediate consideration and additional info. Requirements + 2 + years of wealth management experience (NO exceptions) +… more
- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and...business-related field preferred + The ideal candidate will have 2 + years of experience in the financial services industry… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- HUB International (Encino, CA)
- … service for Entertainment clients (small business) by maintaining client relationships, supporting client retention, maintaining strong carrier relationships ... needs. Serves as day-to-day contact and provides resolution for client questions and issues. + Assists with the entire...journey to a better tomorrow. Department Account Management & Service Required Experience: 2 -5 years of relevant… more
- UHS (Johnson City, NY)
- Position OverviewThe Client Service Associate assists physicians, patients and other healthcare professionals as the laboratory resource for test reports, ... to internal and external customers performing problem investigation, resolution, client notification and specimen problem reporting. Primary Department or Work… more
- JPMorgan Chase (Pleasant Grove, UT)
- …support to streamline workflow and empower efficient trading. **Job Summary** As a Level 2 Technical Client Service Specialist in our front office team, ... and accurate responses to customers within SLAs as defined by the level of service purchased by the customer. - Prioritize and manage multiple client issues… more
- Publicis Groupe (Chicago, IL)
- …disruptive brands. Come roar with us! **Overview** ** Associate Director, Client Operations** Infinite Roar is a full- service , brand-building, modern media ... as faithful guardians of your brand. **Position Summary** The ** Associate Director** ** Client Operations** will oversee operational...+ 2 + years people management experience + 2 + years managing internal stakeholders + client … more
- Neuberger Berman (New York, NY)
- …an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the ... maintaining personal networks, and participating in professional organizations. **Qualifications:** + 2 + years of proven client service /support or… more
- Wells Fargo (Chapel Hill, NC)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account...and forwarding to management for review **Required Qualifications:** + 2 + years of Brokerage and Client Services… more