- Raymond James Financial, Inc. (Grand Rapids, MI)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... advisors and branch office. Onboards new clients, opens new client accounts and researches client and security...a calm and professional manner. Analyze problems and establish solutions in a fast paced environment. Use mathematics sufficient… more
- Raymond James Financial, Inc. (Scottsdale, AZ)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... mailings. Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- S&P Global (Raleigh, NC)
- …the Role: Grade Level (for internal use): 08 About the Role: The Team: BigDough Solutions provides an ecosystem of data and software solutions which increase the ... a Product Consultant to join our dynamic and global Client Engagement team. Client Engagement is a...will become a subject matter expert in the BigDough Solutions product suite while managing a portfolio of clients.… more
- Raymond James Financial, Inc. (Little Rock, AR)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... provide crucial support to the financial advisors and branch office. Opens new client accounts, researches client and security information and tracks daily… more
- Robert Half (Boston, MA)
- …a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include client ... - Minimum of 2 years of experience in a client service or administrative role within financial services. Active...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- Wells Fargo (St. Louis, MO)
- About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas ... direct interaction and/or written correspondence Facilitate Financial Advisor and client requests for account related information and/or quotes Schedule and… more
- BAYADA Home Health Care (Auburndale, MA)
- BAYADA Home Health Care is seeking a full-time Client Services Associate to join our Auburndale, MA Pediatrics home care team . Through hands-on experience, ... Client Services Associates at BAYADA learn all aspects of...Diversity (RED) Council, Pride LGBTQIA+ Council, Military Community Network, Solutions and Accessibility for Equality (SAFE) Council, Fostering Acceptance… more
- JPMorgan Chase (Phoenix, AZ)
- …relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and ... your career to the next level. As a National Client Banker, you are responsible for advising families on...of JP Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short,… more
- JPMorgan Chase (Columbus, OH)
- …advisors to navigate the complexities of the broader capital markets by providing timely solutions . In collaboration with a Client Advisor, you will work towards ... the globe meet their financial goals by providing industry-leading investment solutions . Our wide array of financial strategies-equity, fixed income, cash… more
- Raymond James Financial, Inc. (Jackson, MI)
- Essential Duties and Responsibilities Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients Manage and ... deepen client relationships with effective, proactive communication and personalized attention...a calm and professional manner Analyze problems and establish solutions in a fast-paced environment Use appropriate interpersonal styles… more
