- JPMorgan Chase (Plano, TX)
- …Self-Directed Investing, Chase Private Client , and the JP Morgan Private Bank. As a Client Service Leader within the JP Morgan Wealth Management Client ... service levels, conduct call observations, and ensure quality service . + Address client needs by handling...qualifications, capabilities, and skills** + 3 + years of financial services or brokerage experience + Strong… more
- PNC (Phoenix, AZ)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will be based ... position is primarily based in a PNC location. The Client Service Associate serves as the primary...completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). As the owner of… more
- CBRE (Seattle, WA)
- Client Services Coordinator Job ID 248493 Posted 05-Dec-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, ... United States of America **About the Role:** As a Client Services Coordinator, you will be responsible...as percentages, discounts, and commissions and basic knowledge of financial terms and concepts with the ability to conduct… more
- Robert Half Accountemps (Boston, MA)
- Description We are looking for a Client Service Representative to join our team in Boston, Massachusetts. This long-term contract position offers an exciting ... opportunity to deliver top-tier client service while utilizing your expertise in... while utilizing your expertise in fund accounting and financial analysis. The role requires someone with strong attention… more
- 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
- 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
- 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