- HSBC (Seattle, WA)
- …banking experience, including operations and customer service experience. As our Client Experience Associate you will: + Greet and assist customers who ... communities and the planet we all share. As our Client Experience Associate , you'll help new and...owner of the customer experience within the branch ensuring service excellence and timely resolution of service … more
- Principal Financial Group (Minneapolis, MN)
- **What You'll Do** As a ** Client Service Associate ** in our Trust & Custody Department in Minneapolis, MN, you'll put your communication skills and attention ... timing requests, and routine employee data, while delivering excellent client service . + Ensuring client ...projects as required. Operating at the intersection of financial services and technology, Principal builds financial tools that help… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity. Job Posting: Client Service Associate Employment Type: Full-Time Location: San ... in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic...Requirements + 3+ years of experience within the financial services sector, specifically Wealth Management + A history of… more
- Robert Half Office Team (Toledo, OH)
- Description We are looking for a highly organized and detail-oriented Client Service Associate with Financial Service experience to provide critical ... executive meetings. * Excellent communication and problem-solving skills, with a client -first mindset. * Familiarity with financial services processes, including… more
- Publicis Groupe (Agoura Hills, CA)
- …for all. just to name a few of our great perks! **Overview** The Client Partnerships Associate plays a crucial role in supporting internal account teams ... a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. With over 27 years of experience and… more
- JPMorgan Chase (Charlotte, NC)
- …skills to work in the Commercial Bank Client Onboarding team. As a Client Documentation Associate within the Commercial and Investment Bank (CIB) , you will ... required documentation is on hand for new or updated client accounts. You will be responsible for the research...of all documents required for account opening, products and services for our commercial customers. This role educates clients… 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
- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and...will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer… more
- Zions Bancorporation (Houston, TX)
- …We're seeking a dynamic, customer-focused professional to join our team as a ** Client Service Associate (Teller)** at our **Heights-Taylor Banking Center** ... love to connect with you! **Key Responsibilities:** + Provide full- service banking services by accurately processing all...record. + Utilize knowledge of available bank products and services to expand and increase client relationships.… more
- Citigroup (Rolling Hills Estates, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more