- 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
- Publicis Groupe (Charlotte, NC)
- …an omnichannel activation powerhouse that drives smart application of investment through leveraging scale, marketplace innovation, deeper partnerships and ... Bespoke is looking for a highly motivated individual who can support client teams and projects across the sports, entertainment and experiential space on… 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' ... 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 (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 (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
- HUB International (Wilmington, MA)
- …employee will be responsible for supporting Account Managers on all aspects of client service , marketing, and renewal of commercial insurance accounts in ... for successful account management. + Collaborates with Account Management Team on service strategies, aligning client 's business needs and ensuring insurance… more
- JPMorgan Chase (Plano, TX)
- …tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Merchant Services, you contribute significantly ... + Client -focused mindset, advocating for seamless experiences and best-in-class service + A keen interest in learning about technical system workflows and… more
- Santander US (Dallas, TX)
- CIB Client Lifecycle Management (KYC/AML), Associate Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator ... (KYC) processes and policies of US Santander Corporate and Investment Bank (SCIB). Objectives are to 1) ensure compliance...onboarding and periodic reviews. Exhibiting the highest standards of client engagement with transparency and focus on the … more
- Wells Fargo (Clifton, NJ)
- **About this role:** Wells Fargo is seeking a Part-Time Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. ... preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management to support The Olin Group of Wells Fargo Advisors. Learn ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more