- Robert Half Accountemps (Colorado Springs, CO)
- …corporate, and trust tax returns (federal and state) + Collect, review, and organize client financial and tax documentation + Ensure compliance with current tax ... or related field + Experience working in public accounting or a professional services environment Robert Half is the world's first and largest specialized talent… more
- Bank of America (Hunt Valley, MD)
- Life Services Financial Services Representative Hunt Valley, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal...of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service … more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 07 **About the** **Role:** ** Client Services Associate, Capital Markets** **The Team:** Join a team that ... professional communication. You will serve on the Capital Markets Client Services team, where you will help...coaching. + Assist market leaders and decision-makers across the Financial Services industry. + Grow and improve… more
- Bloomberg (New York, NY)
- …**Description & Requirements** Our team's Market Data middleware solutions have serviced client requests for Bloomberg's financial data for the last twenty-five ... data delivered by our system and enable our customer service teams to troubleshoot without needing our engineers' help....working on multiple projects in parallel + Build impactful, client -facing services for the growing Enterprise Data… more
- CBRE (Los Angeles, CA)
- Client Services Specialist Job ID 253021 Posted 17-Dec-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, ... such as percentages, discounts, and commissions and conduct basic financial analysis. Must know how to abstract a lease....education, training, and experience. The minimum salary for the Client Services Specialist position is $36.06 per… more
- Prysmian (Mckinney, TX)
- …and margins. + Participate in contract negotiations with major clients. + Monitor client financial health and communicate risk changes to internal stakeholders. ... gender identity or expression, sexual orientation, marital status, disability, military service or veteran status, pregnancy, parental leave, medical conditions, or… more
- Coldstream Wealth Management (Kenai, AK)
- …more on Coldstream, please visit www.coldstream.com. Specific responsibilities include: + Exceptional Client Service : Going above and beyond to anticipate ... + Wealth Planning: Assisting the Wealth Manager in creating financial plans + Client Onboarding: Overseeing and...a Resource/Mentor for CSA: + Delegating tasks to our Client Service Associate + Handling overflow money… more
- JPMorgan Chase (Houston, TX)
- **Description** As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- JPMorgan Chase (Plano, TX)
- …Investing, Chase Private Client , and the JP Morgan Private Bank. As a Client Service Leader within the Active Trader Desk (ATD) of the JP Morgan ... Wealth Management Client Service Center team, you will play...qualifications, capabilities and skills + Over 6 years in financial services or brokerage, including a minimum… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** As an **ESOP Client Service Manager 2** on our Employee Stock Ownership Plan (ESOP) Administration team, you'll establish and maintain ... level** We'll consider hiring a candidate at the **Sr Client Service Manager** level with the right...level. Together, we're imagining a more purpose-led future for financial services - and that starts with… more