- Robert Half Finance & Accounting (Fairfield, CT)
- …sophisticated strategies through exchange-traded products. Our client is looking for a Client Services Associate to play a key role in expanding their ... an early-career professional who's eager to blend analytical skills, client engagement, and creative problem-solving in a high-growth, entrepreneurial environment.… more
- BlackRock (New York, NY)
- …skilled engineers, financial modelers, and data experts supporting Aladdin The Aladdin Client Experience team is the global client services organisation ... team of over 400 members, we + Provide outstanding client service to users, every time + Solve complex...**:** Build and maintain service desk knowledge through structured training initiatives, documentation and other resources. + **Be present… more
- Truist (North Myrtle Beach, SC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …of our academic community. **Description** JOB DESCRIPTION: + Leads the client services team in establishing, supporting, and advancing the technologies that ... and staff. + Manages the evaluation and implementation of client services practices and policies; standards and configurations; and...the team and provides advice on career paths and training to augment individual's skills. + Works to establish… more
- Vanguard (Charlotte, NC)
- …investment guidance. + Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. + Deliver high-quality, ... efficient service while anticipating client needs and offering proactive solutions. + Collaborate across...experience preferred. + Undergraduate degree or equivalent combination of training and experience. + Active SIE and FINRA Series… 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 ... successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability,… more
- Zions Bancorporation (Aspen, CO)
- …endless - come for a job, stay for a career.** We are looking for a ** Client Service Associate (Teller)** to provide top notch customer service to our clients ... transfers, ordering checks, receiving loan payments, etc. + Resolves client 's problems either through direct personal action or referral...Flexible Spending (FSA) and dependent care accounts + Paid Training , Paid Time Off (PTO) and 11 Paid Federal… 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 in every interaction + Open new client accounts, process money… more
- Aston Carter (Albany, NY)
- Banking Associate - Client Services Join a...Halfmoon, NY + Clifton Park, NY + Niskayuna, NY ( Training provided. Branch hours vary by location.) What You'll ... proud to be a ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service. The company is an equal opportunity employer and will… more
- Zions Bancorporation (Pinetop, AZ)
- …come for the job, stay for a career. NBAZ is looking for a seasoned ** Client Service Associate (Teller)** to join Arizona's #1 Community Bank in our **Pinetop** ... skills. + Ability to cross-sell bank products based on client 's needs. + Bilingual proficiency in English and Spanish...Flexible Spending (FSA) and dependent care accounts. + Paid Training , Paid Time Off (PTO) and 11 Paid Federal… more