- 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 (Boston, MA)
- …behaviors, and strategies. + Partner with Relationship Management and help lead client service and due diligence meetings. + Collaborate cross-functionally with ... range of products, including but not limited to Listed Securities , Cash, ETDs, OTCs, Repos, Bank Loans and CFDs....trade lifecycle. Knowledge of industry and vendor products. + Client service / relationship building skills with… more
- Thrivent Financial (Mesa, AZ)
- …in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Drew Ainsworth and ... 90 days and then another growth track to obtain securities licensure as well. Long term growth and professional...various programs, and processing functions as needed + Drive client /member facing activity in the practice by scheduling meetings… more
- Tradeweb (Jersey City, NJ)
- …skills with the ability to interact with various levels of the organization; Superior client services skills are required + Ability to prioritize and manage ... insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel our organic growth. We...& World Report as one of the _Best Financial Services Companies to Work For_ . Tradeweb Markets LLC… more
- Thrivent Financial (Crownsville, MD)
- …support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Metro DC Associates. ... Compensation is $60,000 annually. There is an immediate growth track to obtain licensure in securities and life and health to ensure being able to provide the best … more
- KeyBank (Brooklyn, OH)
- …capacity or other client service roles. + Demonstrated strong client service skills. + Securities processing and bank operations knowledge. ... an IA book of institutional relationships with emphasis on client service and daily administrative duties. The...fund, and charitable plan client needs. + Client consultation/advocate background. + Securities processing and… more
- Raymond James Financial, Inc. (Deerfield, 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 (Plano, TX)
- …Bank is a global leader across investment banking, payments, markets and securities services . The world's most important corporations, governments and ... risk and extend liquidity in markets around the world. ** Client Services ** supports a portfolio of large...by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a… 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
- JPMorgan Chase (Boston, MA)
- …a network of partners within the fund services organization to promote client focus and drive service quality, while engaging in strategic planning, ... Join JPMorganChase as a Fund Service Vice President and become a pivotal part.... + Knowledgeable in market products to ensure fund services align with industry standards and client … more