- M&T Bank (Paramus, NJ)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... ensure it is resolved. + Utilize knowledge of products, services , internal policies, and procedures as well as external...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Kestra Financial (Raleigh, NC)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None ... Financial, a growing financial planning firm, is seeking a Client Service Associate to assist...will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer… more
- Kestra Financial (Kings Park, NY)
- …daily in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities ... Summary The Client Service Associate reports...will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer… more
- JPMorgan Chase (Jersey City, NJ)
- …servicing and delivering solutions to clients, you have found the right team! As a Client Manager Associate in the Escrow and Paying Agency Team, you will report ... of working capital. **Job Responsibilities:** + Provide strong customer service by responding quickly and accurately to client...Finance + 2+ years of work experience in financial services + Familiarity with legal agreements through past work… more
- JPMorgan Chase (Houston, TX)
- …managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a ... of large corporate or financial institution clients. As a Client Service Account Manager within the (X)...by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a… more
- JPMorgan Chase (New York, NY)
- …and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in Client 360, you contribute to the ... big data technologies (eg, Hadoop, Spark) + Experience in the financial services industry, particularly in commercial or investment banking, with knowledge of… more
- Cherry Bekaert (Spring, TX)
- …the delivery of consulting and attestation services . As a Senior Associate you will help understand client needs, perform gap assessments, identify and ... , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create...Cybersecurity, or Compliance teams to join us as a ** Senior Associate ** with the flexibility to sit… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- Job Description **Summary of the Position:** The Senior Deposit Operations Associate manages the client profile agreements and all accompanying documentation ... related to client deposits and returns. The Senior Deposit Operations Associate will maintain a...knowledge, such as teller work, new account opening, and client service requests + Ability to communicate… more
- Access Dubuque (Dubuque, IA)
- …Consultant - Property & Casualty Cottingham & Butler/ SISCO Tax Senior Associate Eide Bailly Employee Benefits Client Consultant Cottingham & Butler/ SISCO ... Senior Insurance Marketer Cottingham & Butler/ SISCO Client Service Representative Cottingham & Butler/ SISCO Entry Level Sales Executive - Employee Benefits… more
- Kestra Financial (Raleigh, NC)
- …customer service , attention to detail, and time management skills * Supports Financial Advisor/ Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent… more