- Capital One (Plano, TX)
- Senior Associate , Client Services Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One ... the team. We are currently searching for a Senior Associate , Client Service . **Job Description...certification + At least 2 years of experience in client services or customer service … more
- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and... industry allowing for a good understanding of broker/dealer operations and financial services products, including but… more
- Kestra Financial (Raleigh, NC)
- …our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep the office running smoothly and ensures ... Financial, a growing financial planning firm, is seeking a Client Service Associate to assist... industry allowing for a good understanding of broker/dealer operations and financial services products, including but… more
- JPMorgan Chase (Newark, DE)
- …Hedge Funds who execute trades with any of JPMorgan's global equity trading desks. As a Client Service Associate in Equity Derivatives, you will be part of a ... Join our dynamic team as a Client Service Delivery Associate ...environment. + Knowledge of securities industry and back office operations (eg maturities, equities, fixed income, custody services… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... exceptional client service . The Senior Client Service Associate reports directly...field preferred. + 5+ years of experience in financial services , with a solid understanding of broker-dealer operations… more
- PNC (Indianapolis, IN)
- …all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any ... opportunity to contribute to the company's success. As a Client Service Associate within PNC...also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... you to interact daily interaction with Sales Traders, Clients, Service Providers and Operations Staff in order... for institutional investors. JPMorgan's North American Cash Equities Client Services is the primary point of… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... fast paced, high volume environment. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
- JPMorgan Chase (Charlotte, NC)
- …service delivery. + Experience collaborating with cross-functional teams to ensure seamless client service operations , and building and maintaining strong ... Step into the role of a Client Service Senior Associate ...to understand and implement new technologies that enhance business operations and client service . +… more
- Public Consulting Group (Topeka, KS)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for ... Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress...client configurations, timelines, and deliverables. + Supports customer service and operations for clients: + initiative… more
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