- Wells Fargo (Oneonta, NY)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account...to management for review when applicable **Required Qualifications:** + 2 + years of Brokerage and Client Services… more
- JPMorgan Chase (Newark, DE)
- …tools and Private Bank resources + Collaborate with Banker Teams, Market Leaders, Client Service , Training, Operations, and Technology to ensure timely and ... for lasting success from day one As a New Client Experience Team Associate within JP Morgan's...client -first mindset with a passion for delivering exceptional service + Resourceful, proactive learner with a strong work… more
- Robert Half Finance & Accounting (Boston, MA)
- …a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include ... you! Requirements * Minimum of 2 years of experience in a client service or administrative role within financial services. * Active Series 7 license, with… more
- BMO Financial Group (Fresno, CA)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... may include writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal and external stakeholders… more
- Finexio (Orlando, FL)
- …and technology so much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience ... Finexio is the leader in AP Payments as a Service , the leading embedded payments approach for business the...professional and timely manner. It is expected that the Client Operations Associate will be able to… more
- Robert Half Office Team (Carlsbad, CA)
- …opportunities to improve workflow and client satisfaction. Requirements + Minimum 2 years of customer service or administrative experience, ideally in ... firm in Carlsbad is seeking a sharp and motivated Client Services Associate for an immediate, ASAP...ideal for someone with a strong foundation in customer service who wants to grow within the financial industry.… more
- Charles Schwab (Phoenix, AZ)
- …Phoenix Services Center located at 4750 E Francisco, Phoenix AZ. 85044_ As a **International Client Service Associate ** , you will service international ... 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
- BMO Financial Group (Lake Oswego, OR)
- …needed. **Qualifications:** + 2 - 3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking ... that enhancement opportunities are identified and addressed or referred during client service interactions. + Handles transactional requests, escalations and… more
- MUFG (New York, NY)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...position for an ambitious candidate with 1-5 years' customer service experience who enjoys working directly with software end-users… more
- JPMorgan Chase (Columbus, OH)
- …phone conversations that deliver the JPMAM value proposition. + Provide superior client service by being responsive, thoughtful, and focusing on clients' ... investing with less emotion. **Job Summary:** As an Internal Client Advisor within our financial advisory team, you will...qualifications, capabilities and skills:** + Bachelor's degree required. + 2 + years' experience + Series 7, Series 63 +… more