- CIBC (Atlanta, GA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Manager, you will support Private Wealth ... client experience. **How you'll succeed** + Deliver high-touch service : Manage onboarding, account openings, and operational support...looking for ways to improve. **Who you are** + Client service experience: You have 5+ years… more
- JPMorgan Chase (Charlotte, NC)
- …Outlook), with a focus on reviewing data, reports and creating presentation to support client service activities **Preferred qualifications, capabilities and ... Embrace a leadership role as a Client Service Senior Manager within our...retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total… more
- Fox Rothschild LLP (Atlanta, GA)
- …interesting, and meaningful. We set high standards for our work product and client service . **ESSENTIAL FUNCTIONS:** **Attorney Support ** + Provide superior ... of the Client Services Team (CST), the Client Service Specialist (CSS) is responsible for... Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex,… more
- JPMorgan Chase (Plano, TX)
- …with a focus on reviewing Data, reports, and creating presentations to support client service activities **Preferred qualifications, capabilities and ... Step into the role of a Client Service Associate within our Commercial... service operations + Build and maintain strong client relationships to support long-term business success.… more
- Coldstream Wealth Management (Portland, OR)
- …clients. + May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review ... for "investing with vision, passion, and purpose," with a focus on both client service and community commitment. In July of 2024 Arnerich Massena merged with… more
- Robert Half Accountemps (Troy, NY)
- …and comfortable working independently while maintaining a high level of client service . Key Responsibilities: Client Support & Communication + Serve as ... Description Our client is seeking a Client Relations & Admin Support Specialist to assist a team of tax preparers and financial advisors. This role involves… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 **Job Summary** The Client Service Associate (CSA) provides support to Trust Officers on the ... real estate assets while maintaining an optimal level of client service . **Essential Functions** + Performs day-to-day...and keeping Trust Real Estate Officers informed. + Provides support to the CSA that manages insurance on the… more
- Thrivent Financial (Crete, IL)
- …team. The Client Service Administrator's main responsibilities will include providing client service along with advisor support : answering client ... Summary This position provides licensed financial and non-financial support to Maar Financial Group and will serve as a resource to Thrivent Financial for Lutherans… more
- City National Bank (Newark, DE)
- …* Minimum 5+ years experience in commercial/middle market banking client service , operations or relationship management support required * Minimum 3+ years ... and personnel policies and procedures. * Responsive - Ensures an exceptional client service experience standard is met. Identifies and escalates exception… more
- Robert Half Finance & Accounting (Chicago, IL)
- …We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of ... motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities: + Client onboarding, including preparation of new account paperwork and … more