- Coldstream Wealth Management (Seattle, WA)
- …a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered ... Investment Advisor industry from the ground up and have...plus an annual bonus and a generous benefits package. Keyword: Client Service Associate From: Coldstream Wealth… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service ... client relationships and streamline processes. JPMorgan Securities LLC offers security brokerage services providing investment products & services for… more
- JPMorgan Chase (Newark, DE)
- …skills, and abilities. You have found the right team. As a Benefit Payment Services Client Tax Associate II within the Client Tax Operations Utility Team, ... as a primary point of contact for Benefit Payment Service tax processes and inquiries. You will be part...our clients' tax servicing needs across the Corporate & Investment Bank, Commercial Bank, and Consumer & Community Banking… more
- JPMorgan Chase (Jersey City, NJ)
- JP Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest ... Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative...or related capacity + Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity… more
- Citigroup (New York, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... impact on the business through the quality of the tasks/ services provided. Impact of the job holder is restricted...client base, be familiar with target clients for various investment products and offerings + Manage high call volume,… more
- Kestra Financial (Cypress, TX)
- An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate / Service Wealth Advisor for a great opportunity for the right person. ... as assigned Knowledge, Skills, and/or Abilities + Strong understanding of the financial services industry and diverse investment products + Basic computer skills… more
- Commerce Bank (St. Louis, MO)
- …of the compensation range for some roles. This compensation range is for the Client Services Associate job and contemplates a wide range of factors that are ... management services including financial planning, estate and tax planning, investment management, private banking and trust administration services . Our… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... candidate is highly organized, detail-oriented, and committed to delivering exceptional client service . The Senior Client Service Associate reports directly… more
- BlackRock (New York, NY)
- **About this role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and ... public and private markets. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors… more
- T. Rowe Price (Baltimore, MD)
- …internal and external constituents, which includes: + Communicating with sales, client service and investment professionals to assess prospect and client needs, ... that matter to you . Role Summary The RFP Associate Editor plays a lead role in advancing the...AI and software to enhance workflow. + Knowledge of investment products and services ideally across multiple… more