- S&P Global (Charlottesville, VA)
- **About the Role:** **Grade Level (for internal use):** 07 **About the** **Role:** ** Client Services Associate , Capital Markets** **The Team:** Join a team that ... from varying backgrounds. + Communication: Strong communication and customer service skills to effectively resolve client concerns...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- S&P Global (Raleigh, NC)
- …markets industry for prospecting and for providing key insights to help better service their clients. We have a broad and diverse customer base, including some ... a Product Consultant to join our dynamic and global Client Engagement team. Client Engagement is a...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- First National Bank of Omaha (Sugar Grove, IL)
- …how it fits into our organization's success.** **Summary of the Job:** The Client Relationship Associate provides daily customer support and enables the ... solutions to individuals to build and maintain financial wellbeing. The Associate will support Advisor(s)and customers with basic to comprehensive investment,… more
- Raymond James Financial, Inc. (Jackson, MI)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... Manage and deepen client relationships with effective, proactive communication and personalized attention...63, 65 and/or 66 as required by state _Paramount Wealth Management and its employees are_ **_independent contractors with… more
- TD Bank (New York, NY)
- …model providing day-to-day account management and oversight, delivering excellent client service , supporting account administration, and developing materials ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Institutional Relationship... client relationships and is accountable for exceeding client 's expectation for service . The AIRM is… more
- HUB International (Austin, TX)
- …programs + Positive attitude toward client relations to provide exceptional, proactive client service + Ability to manage multiple tasks and maintain the ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Throughout our network of more than… more
- Wells Fargo (Salt Lake City, UT)
- **About this role:** Wells Fargo is seeking a Customer Service Associate Manager as part of the Remote Client Associate Support Teams (RCAST) for Wells ... Fargo Advisors (WFA) in Wealth & Investment Management (WIM). Learn more about our...this role, you will:** + Supervise Registered and Unregistered Client Associates + Support Financial Advisors within the WFA… more
- Insight Global (New York, NY)
- …and financial statements prepared by delivery teams. * Manage and monitor client deliverables, ensuring service quality and adherence to performance metrics. ... and accounting solutions to clients in the asset and wealth management industry. We are hiring at the Senior...degree in Accounting or Finance * 3+ years of client focused accounting experience in a managed service… more
- UMB Bank (Leawood, KS)
- …Salesforce CRM software **Bonus points if:** + You have demonstrated client service experience within a Private Bank or Wealth Management institution + You ... related issues and escalations + You manage new client onboarding process including all activities associate ...multi-task + You have an understanding of financial services client service best practices and a knack… more
- JPMorgan Chase (Boston, MA)
- …proactive phone conversations that deliver the 55ip value proposition + Provide superior client service by being responsive, thoughtful, and making the clients' ... standing at the intersection of finance and technology-and at the cutting-edge of wealth and asset management. We've been making rapid progress on our mission: to… more