- World Insurance Associates, LLC. (Ramsey, NJ)
- Position Objective The Senior Client Associate is a support position for the office. Responsibilities include data gathering and analysis, development of ... of the firm's Investment Committee and Financial Planning Committee. The Senior Client Associate will deliver high-quality service and operational support… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …connect and see whether this opportunity could be the perfect next step in your career. Senior Client Associate About the Role We're looking for a Senior ... needs, ensuring prompt and accurate execution. + Partner with senior leadership on customized client strategies and...+ Partner with senior leadership on customized client strategies and firmwide initiatives. + Build and maintain… more
- 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 ... detail-oriented, and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial Planner… more
- Wells Fargo (Irvine, 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 ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- Coldstream Wealth Management (Portland, OR)
- …ability to manage multiple tasks independently + A Bachelor's degree is preferred Keyword: Senior Client Service Associate From: Coldstream Wealth Management ... fantastic opportunity to join one of our wealth management teams! As a Client Service Associate on one of our largest teams, you will learn the Registered… more
- JPMorgan Chase (Tempe, AZ)
- …and delivers premier client service, JP Morgan is the place for you! As a Senior Client Service Associate within the US Private Bank at JPMorgan you will ... be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point...for all service related needs of a Private Banking client . This will entail working in a complex team-oriented… more
- JPMorgan Chase (Philadelphia, PA)
- …sales to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Healthcare Payments, you contribute ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …and retirement plan services, and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support ... to lead service and/or Client Advisors, by following established workflows and procedures on...and delivers results at the close direction of a senior team member. + HS Diploma or equivalent Compensation… more
- World Insurance Associates, LLC. (Worcester, MA)
- Position Summary The Senior Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under ... customer service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead...and delivers results at the close direction of a senior team member. Education + HS Diploma or equivalent… more
- Raymond James Financial, Inc. (Deerfield, IL)
- …Summary** We are seeking to add a ** Senior ** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services team. ... who thrives in a collaborative environment and is passionate about delivering exceptional client service. As a key member of our expanding group, you'll work… more