- JPMorgan Chase (Houston, TX)
- …allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- Raymond James Financial, Inc. (Dallas, TX)
- …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
- AON (CA)
- Associate Partner Data Solutions - Technology Sector As a Data Solutions Associate Partner, you will play a key role in the market, managing and ... focused on and accountable for: + Grow the Data Solutions revenue, client participation, and employee count... Solutions - Technology Sector As a Data Solutions Associate Partner, you will play a… 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
- 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
- Wells Fargo (Franklin, VA)
- **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 ... and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes + Schedule and… more