- JPMorgan Chase (Chicago, IL)
- …The Service organization acts as a central point of resolution to support the client 's business operations, identifies product/service gaps and development ... clients? If so, come join our team as a Client Service Account Manager where you will have direct...Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution… more
- JPMorgan Chase (Columbus, OH)
- …platform to product tax transition reports upon Financial Advisor request + Provide additional support to the broader SMA client service team including but not ... experience and insight that few other firms can match. As a Client Account Specialist supporting our Customized Managed Account Solutions business, you will… more
- BMO Financial Group (City Of Industry, CA)
- …solution experience or knowledge - Nice to have Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves ... opportunities are identified and addressed or referred to during client service interactions. **Responsibilities:** + Handles transactional requests, escalations and… more
- Zions Bancorporation (The Woodlands, TX)
- …seeking a dynamic, customer-focused professional to join our team as a **Part-time Client Service Associate (Teller)** at our **Sterling Ridge Banking Center** ... and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities...available bank products and services to expand and increase client relationships. + Identify and address clients' needs by… more
- World Insurance Associates, LLC. (Needham, MA)
- Position Summary The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction ... excellent customer service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead servicer in… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …from one of our multiple offices throughout the region. Position Summary The Associate Client Representative supports the daily management of a high-volume ... excellent customer service to external and internal clients to ensure client satisfaction and retention. Essential Duties and Responsibilities + Supports lead… more
- JPMorgan Chase (Plano, TX)
- Join the Client Onboarding & Service (COS) group within JP Morgan, responsible for transforming end-to-end service and onboarding support for Commercial & ... process improvements in a fast-paced, global environment. As a Business Management Senior Associate within the Commercial & Investment Bank COS group, you will … more
- Truist (Orlando, FL)
- …Dr. Phillips Blvd. Orlando, FL Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Vanguard (Malvern, PA)
- …teams to maintain and enhance the UHNW client experience. + Document client and team feedback to support continuous service improvement with the business. ... We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. more
- World Insurance Associates, LLC. (Farmingville, NY)
- …and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support to lead service and/or ... to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. + Create activities… more