- JPMorgan Chase (Tempe, AZ)
- …premier client service , JP Morgan is the place for you! As a Digital Client Service Associate within the Private Bank team you will be the primary ... acumen **Preferred qualifications, capabilities, and skills** + Prior experience in the financial service industry in client facing role + College degree or… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Apply now and connect with Jennifer Fukumae on LinkedIn for faster consideration. Client Service Associate (CSA) Location: Mountain View, CA (Onsite ... and continued client trust. The Role: The Client Service Associate will play...openings, transfers, contributions/distributions, and maintenance + Support advisors in client meeting preparation, follow-up, and ongoing financial … more
- WTW (Milwaukee, WI)
- …wellbeing, life, disability, and absence management benefits for clients. + Partnering with client service team leader to deliver superior project management + ... health and benefits business acumen as well as your financial , project management and client relationship skills...Providing superior client service in response to everyday … more
- S&P Global (Charlottesville, VA)
- **About the Role:** **Grade Level (for internal use):** 07 **About the Role:** Client Services Associate , Capital Markets **Location** : Charlottesville ... Team:** Join our dynamic Capital Markets Client Services team, where you will enhance your financial...individuals from diverse backgrounds. + Exceptional communication and customer service skills to effectively address client concerns… more
- JPMorgan Chase (New York, NY)
- …stakeholders Related Responsibilities: + Contribute to strategy for delivering excellent client service + Identify potential tactical and strategic improvements ... **Job Summary:** Manage the implementation of new and incremental client business into the Securities Services organization...capabilities, and skills:** + Minimum 2-3 years experience in Financial Services industry + Working knowledge of… more
- Kestra Financial (Knoxville, TN)
- The Client Service Associate is...candidate will have 2+ years of experience in the financial services industry allowing for a good ... database with discretion; define and ensure adherence to appropriate client service models * Manage and update...understanding of broker/dealer operations and financial services products, including but not limited… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered Investment ... Hybrid schedule. This RIA helps individuals and families reach financial wellness with care and clarity. This role is...high-performing team that values hard work, integrity, and strong client service . The firm offers a positive… more
- Coldstream Wealth Management (Mercer Island, WA)
- …a fantastic opportunity to join one of our largest wealth management teams! As a Client Service Associate , you will learn the Registered Investment Advisor ... Friday) + A Bachelor's degree with a finance or related focus is strongly preferred Keyword: Client Service Associate From: Coldstream Wealth Management more
- Eastern Bank (Portsmouth, NH)
- …sessions, and process improvement initiatives **QUALIFICATIONS:** + 0-2 years of experience in financial services , client service , or administrative ... The Wealth Client Associate plays a key role in delivering exceptional client service and operational support to high-net-worth clients by collaborating… more
- Zions Bancorporation (Irving, TX)
- …We are looking for a dynamic, customer-focused individual to join our team as a ** Client Service Associate (Teller)** at our **North Irving Banking Center** ... love to speak with you! **_Essential Functions:_** . Provide full- service banking by accurately processing all financial ...record. . Utilize knowledge of available bank products and services to expand and increase client relationships.… more