• Registered Client Associate

    Raymond James Financial, Inc. (Fort Mill, SC)
    …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...basis were successfully received + Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports… more
    Raymond James Financial, Inc. (08/28/25)
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  • Licensed Client Services Associate

    Robert Half Finance & Accounting (Houston, TX)
    …emails to service clients professionally * Review and prepare comprehensive investment reports * Accurately update client information for review meetings * ... is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As...a Series 6 license. * Ability to provide excellent client service is a must. * Strong… more
    Robert Half Finance & Accounting (08/09/25)
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  • Client Partnerships Associate

    Publicis Groupe (Agoura Hills, CA)
    …for all. just to name a few of our great perks! **Overview** The Client Partnerships Associate plays a crucial role in supporting internal account teams ... a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. With over 27 years of experience and… more
    Publicis Groupe (09/10/25)
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  • High Net Worth Client Case Representative,…

    Vanguard (Scottsdale, AZ)
    …clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment needs. Qualifications: + Active FINRA Series ... fairly, and to give them the best chance for investment success." In this role, you'll be the trusted...communication and interpersonal abilities. + Commitment to delivering exceptional client service . + Ability to manage ambiguity… more
    Vanguard (06/17/25)
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  • Securities Services - Client Solutions…

    JPMorgan Chase (New York, NY)
    …stakeholders Related Responsibilities: + Contribute to strategy for delivering excellent client service + Identify potential tactical and strategic improvements ... **Job Summary:** Manage the implementation of new and incremental client business into the Securities Services organization within JP Morgan's Corporate … more
    JPMorgan Chase (07/25/25)
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  • Wealth Associate

    M&T Bank (Naples, FL)
    …Advisor with operational support, inclusive of reporting that supports planning and investment needs to ensure client satisfaction. + Leverage available internal ... serves as a liaison between Senior Wealth Advisors and all other internal service areas, such Investments , Trust, Private Banking, Wealth Planning, etc. to… more
    M&T Bank (08/20/25)
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  • Senior Client Associate

    Wells Fargo (Nashville, TN)
    **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs and recommend… more
    Wells Fargo (09/11/25)
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  • Asset Management - Internal Client Advisor…

    JPMorgan Chase (Columbus, OH)
    …phone conversations that deliver the JPMAM value proposition. + Provide superior client service by being responsive, thoughtful, and focusing on clients' ... around the globe meet their financial goals by providing industry-leading investment solutions. Our wide array of financial strategies-equity, fixed income, cash… more
    JPMorgan Chase (08/24/25)
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  • Asset Management - Offshore Internal Client…

    JPMorgan Chase (New York, NY)
    …proactive phone conversations that deliver the JPMAM value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies -...invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will… more
    JPMorgan Chase (07/03/25)
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  • Client Documentation Associate I

    JPMorgan Chase (Plano, TX)
    …in the Commercial Bank Client Onboarding team. As a Client Documentation Associate within the Commercial and Investment Bank (CIB) , you will work with ... required documentation is on hand for new or updated client accounts. You will be responsible for the research...to policy and procedures and meet or exceed established Service Level Agreements + Manage clear expectations and understanding… more
    JPMorgan Chase (09/06/25)
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