- Raymond James Financial, Inc. (Jacksonville, FL)
- …* Assists Financial Advisors with marketing efforts including seminars and other client -facing events. * Actively engages in available training /cross- training ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- Robert Half Office Team (Toledo, OH)
- Description We are looking for a highly organized and detail-oriented Client Service Associate with Financial Service experience to provide critical support to ... advisors while ensuring a seamless and exceptional client experience. This long-term contract position is based in...top jobs, competitive compensation and benefits, and free online training . Stay on top of every opportunity - whenever… more
- BMO Financial Group (Tempe, AZ)
- Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems promptly and effectively, while ... opportunities are identified and addressed or referred to during client service interactions. + Handles transactional requests, escalations, and investigations… more
- BMO Financial Group (Tempe, AZ)
- …service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, ... and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a… more
- Google (Chicago, IL)
- …and drive high-impact and long-lasting relationships. + Provide campaign updates, troubleshoot client challenges, and deliver customer training in all Google ... towards strategic goals in a fast-paced environment. + Excellent client service, relationship building, organizational, investigative, problem-solving, and influencing… more
- Zions Bancorporation (Conroe, TX)
- …seeking a dynamic, customer-focused professional to join our team as a **Part-time Client Service Associate (Teller) - Bilingual Spanish / English Preferred** at ... available bank products and services to expand and increase client relationships. + Identify and address clients' needs by...Flexible Spending (FSA) and dependent care accounts. + Paid Training , Paid Time Off (PTO) and 11 Paid Federal… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Wealth Management Firm. This is a full-time ... Providing excellent service to clients. + Helping out in client meetings. + Keeping up-to-date with client ...top jobs, competitive compensation and benefits, and free online training . Stay on top of every opportunity - whenever… more
- Zions Bancorporation (Bacliff, TX)
- …a dynamic, customer-focused individual to join our team as a **Part-time Client Service Associate (Teller) - Trilingual (Spanish/Vietnamese/English)** at our ... available bank products and services to expand and increase client relationships. + Identify and address clients' needs by...Flexible Spending (FSA) and dependent care accounts. + Paid Training , Paid Time Off (PTO) and 11 Paid Federal… more
- Xerox (Dallas, TX)
- Copy / Print / Mail Client Support Associate - Dallas-Fort Worth, TX **General Information** Press space or enter keys to toggle section visibility City Coppell, ... Individual Contributor Job Type Experienced Job Field DELIVERY_ACCOUNT_OPERATIONS Seniority Level Associate Currency USD - United States - US Annual Base Salary… more
- City National Bank (Los Angeles, CA)
- …the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts ... for those clients they manage. * Resolves problems, answers questions related to client accounts and utilization of bank products and services. Works with clients to… more