- Raymond James Financial, Inc. (Chicago, IL)
- …We are seeking to add a **Senior** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services team. This is an ... a collaborative environment and is passionate about delivering exceptional client service . As a key member of...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- KeyBank (Salt Lake City, UT)
- …(Salesforce Task Queue) to direct service -related work away from field and to Client Service Associates. This includes submitting service tasks to the ... - Salt Lake City, Utah 84111 **Job Summary** The Client Relationship Associate (CRA) supports the KPB...and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client… more
- JPMorgan Chase (Jersey City, NJ)
- …found the right team. As a Client Operations Associate within the Client Account Services (CAS) Custody Service (SVC) Delivery Team, you will act ... analytical, and problem resolution skills + Stakeholders' Management - Client Service and relationship management experienced +... Client inquiries + Have experience in the Client Account Services from an investment banking… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …is very important to our team. Cedar Rapids Raymond James is seeking a Client Relationship Associate who is a motivated, detail-oriented, and creative problem ... Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- KeyBank (Denver, CO)
- … services and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and Center of ... **Location:** 1675 Broadway - Denver, Colorado 80202 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and… more
- R1 RCM (Chicago, IL)
- …in this role, you must have healthcare experience and in interest in client services . **Responsibilities** + Create and distribute (email, portal, sFTP) weekly ... flows while reducing operating costs and enhancing the patient experience. As our Client Delivery Associate you will support internal initiatives and implement … more
- Robert Half Finance & Accounting (Minneapolis, MN)
- Description Client Service Associate Are...financial services industry? We are seeking a Client Service /Account Management Associate to ... with 3rd parties, producers, and teammates. Qualifications . Preferred Experience: Client support in financial services with insurance industry experience.… more
- Veritext Legal Solutions (Livingston, NJ)
- …videographers to ensuring transcripts are delivered on time and flawlessly accurate. As a Client Services Associate , you'll be the go-to expert for attorneys ... legal videographers, unmatched expertise in multiparty and complex litigation, unparalleled client service , and state-of-the-art conference spaces across North… more
- Coldstream Wealth Management (Seattle, WA)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the ... starts between $60k - $70k plus an annual bonus and a generous benefits package. Keyword: Client Service Associate From: Coldstream Wealth Management more
- Robert Half Finance & Accounting (San Francisco, CA)
- …firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment ... and financial administration for a curated group of ultra-high-net-worth clients. Senior Client Service Associate $90,000-$110,000 base + 15-30%… more