- JPMorgan Chase (Houston, TX)
- … coverage with the fulfillment of Anti-Money Laundering (AML)/KYC requirements. As a Client Service Associate within the Commercial Banking Client ... The Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ... empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,… more
- JPMorgan Chase (Orem, UT)
- …of security, customer control and convenience, and privacy. Job Summary: As a Technical Client Service Associate in the front office team, you will ... and effectively communicate as well as escalate issues to client and internal employees. Job responsibilities + Research, diagnose,...customers within SLAs as defined by the level of Service purchased by the customer + Prioritize all customer… more
- Kestra Financial (Castle Rock, CO)
- Summary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship ... + Supports the advisors of a large book of business including managing client needs regarding service , administrative tasks and insurance underwriting + Manage… more
- Robert Half Office Team (Toledo, OH)
- Description We are looking for a highly organized and detail-oriented Client Service Associate with Financial Service experience to provide critical ... support to advisors while ensuring a seamless and exceptional client experience. This long-term contract position is based in Toledo, Ohio, and requires an… more
- Principal Financial Group (Waco, TX)
- **What You'll Do** As a ** Client Service Associate ** , you'll put your communication skills and attention to detail into action and help make a positive ... internal clients regarding special timing requests, and routine employee data, while delivering excellent client service . + Ensuring client needs are met by… more
- Principal Financial Group (Minneapolis, MN)
- **What You'll Do** As a ** Client Service Associate ** in our Trust & Custody Department in Minneapolis, MN, you'll put your communication skills and attention ... internal clients regarding special timing requests, and routine employee data, while delivering excellent client service . + Ensuring client needs are met by… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time ... the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office… more
- Citigroup (Fountain Valley, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting +… more
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