- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... committed to delivering exceptional client service. The Senior Client Service Associate reports... service operations, overseeing support staff and enhancing the client experience through proactive service, problem resolution,… more
- JPMorgan Chase (Charlotte, NC)
- Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success ... in the ever-evolving world of commercial banking. As a Client Service Senior Associate within...work, and potentially that of a team, while enhancing client experience through developing proficiency in data… more
- Wells Fargo (Palo Alto, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... forwarding to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek… more
- Wells Fargo (Wilmington, NC)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... forwarding to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek… more
- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more ... 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
- CIBC (New York, NY)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** ** Senior Client Service Associate ** , ... tracking client activity, and contributing to a consistent and high-quality client experience . **_At CIBC we enable the work environment most optimal for you… more
- JPMorgan Chase (Tampa, FL)
- …clients with their letter of credit needs, this could be the role for you! As a Senior Client Service Account Associate in The Trade and Working Capital ... as the primary point of service contact for each client within your assigned portfolio, and a senior...community **Required qualifications, capabilities, and skills:** + 5+ years experience in Trade Finance / Letters of Credit +… more
- JPMorgan Chase (Plano, TX)
- …and sales to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Client Consulting, you ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time ... info and immediate consideration. Requirements + Bachelor's degree with 4+ years in client -facing roles (family office or wealth management experience ONLY) +… more
- Wells Fargo (Bellevue, WA)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... prior experience , you anticipate and proactively seek resolutions to client and business-related issues + Demonstrate seasoned judgment by handling complex… more