- Raymond James Financial, Inc. (St. Petersburg, FL)
- …team lead, you will leverage extensive knowledge and skills in securities , the banking industry, and/or compliance-gained through experience, specialized training, ... and/or certification-to implement Know Your Client ("KYC"), Customer Identification Program ("CIP"), Customer Due Diligence ("CDD"), Enhanced Due Diligence ("EDD"),… more
- Bank of America (Red Bank, NJ)
- …appropriate internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services that are ... at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs)....and prioritizes client interests + Identifies appropriate client solutions through application of learnings and… more
- JPMorgan Chase (New York, NY)
- …Fusion Data & Analytics solutions in coordination with the Fusion Sales and Securities Services Sales teams. + Lead client discussions and product ... **CIB - Securities Services Product Manager - Fusion...business development or client experience within financial services with data, analytics, or technology solutions .Highly… more
- JPMorgan Chase (Chicago, IL)
- If you are a collaborative team member, solutions orientated and delivers premier client service , JP Morgan is the place for you! As a Senior Client ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …is very important to our team. Cedar Rapids Raymond James is seeking a Client Service Associate who is a motivated, detail-oriented, and creative problem solver ... Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ideal ... empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,… more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate. You will support an exclusive group of high-net-worth ... as the liaison between the advisor and various internal functions including client services , trading, billing, performance, and portfolio management. + Manage… more
- Raymond James Financial, Inc. (Chicago, IL)
- …who thrives in a collaborative environment and is passionate about delivering exceptional client service . As a key member of our expanding group, you'll ... We are seeking to add a **Senior** **R** **egistered Client Relationship Associate** to join our growing, high-performing financial...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- JPMorgan Chase (Brooklyn, NY)
- …in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also… more