- JPMorgan Chase (Columbus, OH)
- …upholding JP Morgan Chase standards and operating principles. + Develop long-term client relationships. + Proactively work to determine service improvements and ... clients. + Influence internal partners to recommend products and services based on knowledge of client behaviors....Identify opportunities for use of digital tools to offer self- service solutions with a high degree of success. +… more
- First National Bank of Omaha (Minneapolis, MN)
- …meticulous attention to detail + Eagerness to learn and grow within the financial services industry; takes direction well and applies feedback constructively + ... into our organization's success.** **Summary of the Job:** * Client Support: Assist brokers in managing client ...**Required:** + **Experience:** 1-2 years of experience in a financial services environment, or relevant internships. Previous… 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...support. Requirements + 3+ years of experience within the financial services sector, specifically Wealth Management +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …immediate consideration and additional info. Our client is recruiting for a Junior Client Services Associate at a growing wealth management firm. This ... or TD Ameritrade is a plus + Personable, polished, and committed to exceptional client service + Highly organized, detail-oriented, and able to manage multiple… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... client files and set up systems to assist Financial Consultant with regular follow up. Research and resolve...the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas,… more
- Wells Fargo (Irving, TX)
- …Support Associate Manager to join the Global Payments and Liquidity Dedicated Client Services team. **In this role, you will:** + Manage the relationship ... of leadership experience **Desired Qualifications:** + Experience in treasury management client services , implementation, sales or product support. + Experience… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely ... internal projects and firm priorities as needed Requirements + Proven experience in client service with high net-worth individuals, wealth management, or family… more
- Zions Bancorporation (Denver, CO)
- …endless - come for a job, stay for a career. We are looking for a part-time ** Client Service Associate (Teller)** to provide top notch customer service ... of both worlds: a broad reach and depth of financial resources alongside unparalleled personal attention. At Vectra, we...and combining those resources with an exceptional level of service more commonly associated with community banks and smaller… more
- JPMorgan Chase (Chicago, IL)
- …candidate applies through their first 30 days with the company. As a Senior Associate Recruiter in Private Banking, you will ensure your clients are best positioned ... are in place + Present to and update senior client groups on recruiting activity and manage escalations effectively...of a wider team JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- HUB International (Sandy, UT)
- …RPAG, Plan Tools would be useful but not required. + Background in financial services , insurance or employer benefits industries including any knowledge of ... organized, detail-oriented team player to join HUB International Investment Services , a nationally recognized Retirement Plan Consulting & Wealth Management… more