- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of ... as the liaison between the advisor and various internal functions including client services , trading, billing, performance, and portfolio management. + Manage… more
- JPMorgan Chase (Chicago, IL)
- As a Digital Client Service Associate within the Private Bank team you will be the primary point of contact for all online related needs of Private Bank ... to the client online experience. **Job responsibilities** + Provide exceptional service and flawless execution on client requests and inquiries + Follow… more
- BAYADA Home Health Care (Manahawkin, NJ)
- BAYADA Home Health Care is seeking a ** Client Services Associate ** for our offices located between **Linwood, NJ and Toms River, NJ.** The recruiter will ... the staffing needs for Home Health Aides in various territories. At BAYADA, the Client Services Associate is responsible for managing the full recruitment… more
- JPMorgan Chase (Springfield, IL)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also… more
- US Bank (Salt Lake City, UT)
- …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
- HUB International (Diamond Bar, CA)
- …and support our customer's needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively with the service ... team to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | ... investment management, financial planning, lending strategies, and tailored family office services , all while building lasting client relationships that span… 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
- Finexio (Winter Park, FL)
- …and technology so much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience ... professional and timely manner. It is expected that the Client Operations Associate will be able to...skills + Experience working with or within payments, financial services , fintech, AP/AR preferred + Proven customer service… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 07 **About the** **Role:** ** Client Services Associate , Capital Markets** **The Team:** Join a team ... problem-solving skills, and professional communication. You will serve on the Capital Markets Client Services team, where you will help clients resolve their… more