- 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
- JPMorgan Chase (Fountain Hills, AZ)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Client Advisors. Your role will encompass the efficient management… more
- JPMorgan Chase (New York, NY)
- …phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be… more
- Raymond James Financial, Inc. (Memphis, TN)
- **Responsibilities:** + Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements. + Interprets rules and ... complex matters to colleagues, as necessary. + Carry out standard customer service activities and handle customer inquiries. + Conduct data entry and transaction… more
- US Bank (Seattle, WA)
- …discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Client Service Associate is a service and support ... delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond… more
- JPMorgan Chase (New York, NY)
- …degree required + Previous experience at an asset management firm; background in client service and/or institutional client base + Business acumen ... delivering unparalleled service to our esteemed institutional clients! As a Client Account Manager within Asset Management you will be responsible for delivering… more
- JPMorgan Chase (New York, NY)
- …to innovate, design, and develop technology that will enhance the advisor and client experience. The Associate will contribute to product development and ... of experience, JP Morgan Private Bank delivers the highest quality advice, service , capabilities, and products to wealthy individuals and families around the world.… more
- JPMorgan Chase (Morristown, NJ)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely ... and firm priorities as needed Requirements Requirements: + Proven experience in client service , wealth management, or family office environments + Strong… more
- World Insurance Associates, LLC. (Anderson, SC)
- …from one of our multiple offices throughout the region. Position Summary The Associate Client Representative supports the daily management of a high-volume ... customer service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead servicer in effectively… more