- Robert Half Accountemps (Charlotte, NC)
- Description We are seeking a Client Service Specialist to provide comprehensive support to Financial Advisors in delivering exceptional financial planning and ... and special projects. If you have a passion for client service , strong organizational skills, and an...for new accounts, product applications, account maintenance, and related client services . + Monitor account asset allocations,… more
- Thrivent Financial (Geneva, IL)
- …supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other ... This position serves as a resource to Financial Advisors (FA) and client in handling, researching and communicating inquiries regarding their accounts and supports… more
- JPMorgan Chase (Newark, DE)
- …maintain and improve client relationships and streamline processes. JPMorgan Securities LLC offers security brokerage services providing investment products ... Join our dynamic team as a Client Service Delivery Associate I and... for institutional investors. JPMorgan's North American Cash Equities Client Services is the primary point of… more
- JPMorgan Chase (Tampa, FL)
- …client service . As a Client Service Manager - Associate in Securities Services , you will support and work on initiatives to help drive client ... Client Service Manager (CSM) in Securities Services , you will join the ...one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many… more
- Raymond James Financial, Inc. (Winston Salem, NC)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- JPMorgan Chase (Tampa, FL)
- … service . As a Client Service Manager - Analyst in Securities Services , you will help support our team to ensure client satisfaction with ... team with global initiatives. As a Client Service Manager (CSM) in Securities Services...one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many… more
- JPMorgan Chase (Tampa, FL)
- … service . As a Client Service Manager - VP in Securities Services , you will have the opportunity to build strong relationships with our clients and ... their satisfaction with our services . As a Client Service Manager (CSM) in Securities...one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many… more
- Raymond James Financial, Inc. (Duluth, MN)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **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. (Hanover, NH)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **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