- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...firm with the goal of client retention, client satisfaction, and reaching business objectives +… more
- CIBC (San Francisco, CA)
- …visit 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 ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- JPMorgan Chase (Boston, MA)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in ... ensuring timely settlement of trades and cash, management of claims and overdrafts, client / regulatory reporting and input into the production of our Investment… more
- Wells Fargo (Franklin, VA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Assist Profit Formula Financial… more
- BlackRock (New York, NY)
- **About this role** **Private Markets, Technical Relationship Manager, Associate ** ** ** BlackRock's Aladdin Business supports the investment process through the ... Business . Key responsibilities include: + Own relationships with client teams and help them use Aladdin to achieve...across the entire investment lifecycle and drive adoption across client teams + Keep updated on regulatory … more
- JPMorgan Chase (Boca Raton, FL)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- BlackRock (Princeton, NJ)
- …home and improve their financial well-being. **Team Overview:** The Alternatives Client Services (ACS) team provides comprehensive support for BlackRock's private ... This team ensures accurate and timely reporting for investors and regulatory collaborators. There are also opportunities to contribute to strategic projects,… more
- JPMorgan Chase (Chicago, IL)
- …Shape the future of banking with your expertise and passion! As an associate within the Global Banking (GB) Client Coverage Segment Product Controller ... Join our Global Banking Client Coverage team and elevate your career with...analysis to facilitate effective and focused management of the business + Prepare and review regulatory filings… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected… more
- Vanguard (Scottsdale, AZ)
- …the best chance for investment success, join our team of "crew" as a Client Relationship Associate ! At Vanguard, we believe in supporting our "crew" personally ... supported when they call in to Vanguard. As a Client Relationship Associate , you will: + Partner...+ This job requires a Series 7 and 63 regulatory license and/or registration (eg FINRA, state, SFC). These… more