- Raymond James Financial, Inc. (Jacksonville, FL)
- **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling ... the financial advisors and branch office. * Onboards new clients, opens new client accounts and researches client and security information using internal… more
- Charles Schwab (Phoenix, AZ)
- **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a ... full range of service and trading needs. You will work in a...clients through phone/chats/emails. . Basic to intermediate knowledge of investment products. Ability to explain these complex subjects via… more
- Truist (Winter Park, FL)
- …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * ... the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts… more
- JPMorgan Chase (Columbus, OH)
- …upholding JP Morgan Chase standards and operating principles. + Develop long-term client relationships. + Proactively work to determine service improvements and ... solicit client input and feedback to drive client satisfaction. + Conduct annual relationship reviews with clients...Identify opportunities for use of digital tools to offer self- service solutions with a high degree of success. +… 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
- S&P Global (New York, NY)
- …deep understanding of who our clients are and how they use our tools, as a Credit Client Service Associate , you will be a consultant providing the best and ... 07 **The Team:** As a member of the Credit Client Services team, you will serve as an expert...Business, Accounting, Economics or related field + Knowledge of investments including fixed income, private equity, public equity, ETF's,… more
- JPMorgan Chase (Tampa, FL)
- …managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a ... of large corporate or financial institution clients. As a Client Service Account Manager within the Payments...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (New York, NY)
- As a Client Service Manager (CSM) in Securities Services, you will join the client service team and support a book of clients. You will work closely with ... client ongoing satisfaction with JPM. + Maintain client profiles and service level documents. +...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Tampa, FL)
- …serve international clients? This could be the role for you! As a Latin America Client Service Account Manager within the Payments team, you will serve the top ... capabilities + Partners with Sales to develop an annual Client -specific service strategy reviews for clients within...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more