- JPMorgan Chase (Charlotte, NC)
- Join JPMorganChase as a Client Service Analyst and be the first point of contact for clients, delivering exceptional service for complex products. Your ... as the primary intake for fraud-related inquires. As a Client Service Analyst within JPMorganChase, you will...stage of the process and educate them on available self- service options, serving as a trusted advisor .… more
- Coldstream Wealth Management (Portland, OR)
- …known for "investing with vision, passion, and purpose," with a focus on both client service and community commitment. In July of 2024 Arnerich Massena merged ... If you're interested in developing your career in financial services , Coldstream has a fantastic opportunity to join one...the team is looking for a Sr. CSA. The Client Service Associate Role The Client… more
- Publicis Groupe (Boston, MA)
- …exchange for brands looking to build relationships with their known customers **Senior Client Partnership** + Serve as strategic advisor to senior client ... the dots across a brand's ecosystem: we are full service with modern creative & media, data, and technology services all under one roof. At the heart of our… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the liaison between the advisor and various internal functions including client services , trading, billing, performance, and portfolio management. + Manage ... is partnering with a Wealth Management Firm seeking a Client Service Associate. You will support an...and professional pursuits. Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now… more
- Bober Markey Fedorovich (Cincinnati, OH)
- …in a variety of industries. The position will be expected to provide outstanding client service to our clients. Duties & Responsibilities + Responsible for a ... client contact, as well as possibly working with client 's tax accountant and other professional services ...plus + Must reside in the Cincinnati metro area + QBO Pro Advisor certification a plus. Powered by… more
- Coldstream Wealth Management (Portland, OR)
- …has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive and growing team, you will learn the ... Registered Investment Advisor industry from the ground up and have multiple...vision, passion, and purpose, with a focus on both client service and community commitment. In July… more
- US Bank (Columbus, OH)
- …excel at-all from Day One. **Job Description** The Treasury Management (TM) Sales Support Advisor position is a client servicing and sales support position for ... customers. The primary role of the TM Sales Support Advisor is to provide sales support to these TMPCs...may also assist CBBD Sales Managers, Program Managers, and Client Support representatives with sales, training, and client… more
- Kestra Financial (Deerfield, IL)
- …estate planning. Being a "full service " firm allows for us to better service our client needs from personal investing and retirement planning to life ... messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem...as assigned by the Registered Investment Assistant or the Advisor in order to support our client … more
- Huntington National Bank (Minnetonka, MN)
- …developing government sector relationships + A strong, demonstrated commitment to delivering exceptional client service in managing a client portfolio that ... the delivery of customized deposit products and Treasury Management services . He/she quarterbacks the delivery and maintenance of diverse... through cross-sell partners and acts as a trusted advisor to our client 's management team. The… more
- Principal Financial Group (Des Moines, IA)
- …+ Experience in designing architectures that support wealth management platforms, digital client portals, and agent/ advisor technologies. + Certification such as ... for our suite of retirement and income products and services , including 401(k), annuities, pension plans, PCS, Bank and...- from the products we develop to the quality service we provide. We're driven by the belief that… more