- CIBC (San Francisco, CA)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions required ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- Coldstream Wealth Management (Bellevue, WA)
- …a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive and welcoming team, you will learn the ... activity notes in our CRM system Required Experience: + Customer service experience and the desire to...Monday through Friday) + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream Wealth… more
- Eastern Bank (Dorchester, MA)
- …Regional Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the ... time. **Responsibilities:** Simultaneously performs the duties of a traditional branch customer service representative and teller. This position requires travel… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate - Wealth Management Are you a client-focused professional with a passion for financial services and a drive to grow your ... service . About the Role As a Client Service Associate , you'll play a pivotal role...+ Experience with Black Diamond, Morningstar, Salesforce, and Microsoft Office (Excel, Word, PowerPoint) preferred. What You Bring +… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …direct supervision of the CGI Management personnel, the Bilingual (English/Mandarin) Support Associate assists the Customer Service department in completing ... **Support Associate IV (Mandarin Speaking)** **Category:** Administration **Main location:**...and Mandarin speaking requirements as needed), have experience in customer service , and be able to work… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …our approach mirrors that of most Raymond James branches. Your expertise in customer service , securities trading, and problem-solving will enable you to deliver ... Solutions, a specialized department at the Raymond James home office , is dedicated to providing exceptional service ...tasks. **Ability to** + Provide a high level of customer service in a calm, courteous and… more
- JPMorgan Chase (Plano, TX)
- …regulatory requirements into opportunities for stronger client partnerships. As a Client Service Associate within the Wholesale KYC Organization (WKO), you ... Driving seamless compliance and elevating client experiences, Client Service Associates in the Wholesale KYC Organization set the standard for trust and efficiency.… more
- Raymond James Financial, Inc. (Southfield, MI)
- …sources to draw appropriate conclusions and make suitable recommendations. + Meet high customer service standards. + Understand and effectively operate all ... the best of both worlds - flexibility and collaboration. In- office days will be 3 per week in our...ensure the success of the department in meeting our Service Level Agreements. + Establishes new client accounts by… more
- Xylem (Shakopee, MN)
- …of relevant work experience in areas such as: + ERP or CRM systems + Customer Service + Shipping and logistics + Rental and sales environment experience ... tool and schedule product pick-up and prepare paperwork for customer sign off + Support Service Shop...Strong communication skills + Solid User of standard Microsoft Office applications (Outlook, Word, Excel, PowerPoint) + Fluency in… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate - Wealth Management A rapidly growing investment advisory firm is seeking a Client Service Associate to join its ... a collaborative, education-focused environment. Key Responsibilities + Deliver high-touch service to sophisticated clients + Process account openings, transfers,… more