- JPMorgan Chase (New York, NY)
- …actionable insights. **Preferred qualifications, capabilities and skills:** + Experience in Financial Services or related field + Strong campaign management ... and personalized experiences for our clients. As a Marketing Strategy- Client Engagement- Senior Associate on the JP...tools and platforms a plus. Chase is a leading financial services firm, helping nearly half of… more
- JPMorgan Chase (New York, NY)
- As a Client Service Manager (CSM) in Securities Services , you will join the client service team and have an assigned book of clients. You will have ... As a CSM, you will lead in-person meetings, manage client relationships, and coordinate service delivery to...At least eight years of experience working at a financial services organization focused on servicing Alternatives,… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Job Posting: Tax Associate (In-Person Role) A growing financial services firm is seeking an experienced and motivated Tax Associate to join ... C-Corps, Partnerships, Fiduciary, and Non-Profit filings. + Provide high-quality, personalized service to clients. + Manage client engagements with… more
- JPMorgan Chase (Plano, TX)
- …and capabilities** + Paralegal or Juris Doctor certificate + Experience in financial services , if possible Corporate/Commercial Banking **Joining our diverse and ... Commercial Bank Client Onboarding team. As a Client Documentation Associate within the Commercial and...of all documents required for account opening, products and services for our commercial customers. This role educates clients… more
- Vanguard (Scottsdale, AZ)
- …Active FINRA Series 7 and 63 licenses. + 1-3 years of experience in financial services . + Strong relationship management skills. + Excellent communication and ... interpersonal abilities. + Commitment to delivering exceptional client service . + Ability to manage ambiguity and utilize resources effectively. Join us at… more
- C&W Services (Needham, MA)
- **Job Title** Client Services Manager **Job Description Summary** The Client Services Manager serves as the primary client -facing leader responsible ... of client satisfaction and operational excellence. The Client Services Managers' responsibilities include but are... performance, budget adherence, and cost control across all service lines. + Engage regularly with key client… more
- JPMorgan Chase (New York, NY)
- At JPMorgan Chase, we are committed to extraordinary client service , taking care of our employees, and building relationships while maintaining a strong ... firm has to offer. As a Field Incentive Support Associate within the Private Client Relationship Management...+ **Experienced** - Should have 3+years of experience in financial services and background in Finance, Compensation,… more
- Regions Bank (Atlanta, GA)
- …in Finance, Accounting or related field + Two (2) years underwriting experience or financial services analysis and accounting experience + Completion of a major ... preparation and execution of customer and prospect calls + Participates in identifying financial solutions that meet the client 's needs and the Bank's risk… more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... + Initiate new account opening process through centralized Private Client Services Team + Act as a...in Salesforce database **Qualifications** + 3+ years' experience in Financial Services , ideally within a finance, audit,… more
- JPMorgan Chase (Jersey City, NJ)
- …and external parties, to identify inefficiencies and manage improvement operations. As an Associate II within the Prime Client Operations team, you will serve ... and reporting processes, contributing to the continuous enhancement of our services . **Job Responsibilities** + Provide single point of contact for Prime… more