- JPMorgan Chase (Whittier, CA)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with ... delivering exceptional client service, operational marketing, and administrative support to our...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of high-net-worth ... and prospects. You'll play a critical role in relationship management, operations, client communication, and day-to-day advisory support. What You'll Do + Serve as… more
- Raymond James Financial, Inc. (Rochester, NY)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...calm and professional manner. * Analyze problems and establish solutions in a fast paced environment. * Use mathematics… more
- BlackRock (Seattle, WA)
- **About this role** **Job Description - Client Success Manager** Aladdin is BlackRock's central technology platform that connects the key functions of investment ... and asset classes. + 30 Years of experience delivering solutions + 1,100 Aladdin clients + 5,500 skilled engineers,...financial modelers, and data experts supporting Aladdin The Aladdin Client Experience team is the global client … more
- JPMorgan Chase (New York, NY)
- …impact by delivering high-quality products that resonate with clients. As a **Senior Product Associate - AI - Client Intelligence** in the MLCOE, you are an ... products that exceed customer expectations. Excellence, will be responsible for understanding client needs, designing solutions to translate these needs into… more
- Finexio (Winter Park, FL)
- …and technology so much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience ... correspondence in a professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring most customer… more
- JPMorgan Chase (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... over the globe meet their financial goals by providing industry leading investment solutions . Our wide array of financial strategies - equity, fixed income, cash… more
- Navient (San Francisco, CA)
- …our mission, read more below, and let's build something great together! **The** ** Client Happiness Associate , Conversion & Sales** **will report into the ... Origination Leadership team** **.** **As the** ** Client Happiness Associate , Support & Sales,** **you...Speed is our competitive advantage. Our customers need better solutions , and the faster we execute, the greater our… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | Hybrid ... and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- Robert Half Finance & Accounting (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. *...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more