- City National Bank (New York, NY)
- * Client Service Associate Senior - Commercial Banking/Structured Finance * WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction ... and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to proactively...they manage. * Resolves problems, answers questions related to client accounts and utilization of bank products and services.… more
- Coldstream Wealth Management (Portland, OR)
- …with Coldstream Capital. Located in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service Associate performs ... and the ability to manage multiple tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream Wealth Management more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary point of contact for all deposit account service-related needs of a JP Morgan Advisor's client . This role is ... responsible for establishhttps://jpmc.fa.oraclecloud.com/fscmUI/redwood/recruiting-hiring/hiring/landing?tab\_id=DetailsIding, maintaining, and building client relationships. The Client Service … more
- Raymond James Financial, Inc. (Rochester, NY)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... to the financial advisors and branch office. * Opens new client accounts, researches client and security information and tracks daily contacts for team using… more
- M&T Bank (Paramus, NJ)
- **Overview:** Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and ... Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the ...client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …connect and explore how this opportunity could be the perfect next step in your career. Senior Client Associate About the Role We're looking for a Senior ... requests, ensuring timely and accurate execution. + Partner with senior leadership on bespoke client strategies and...+ Partner with senior leadership on bespoke client strategies and firm-wide initiatives. + Build and maintain… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …LinkedIn with JC del Rosario - I'd love to connect and explore this opportunity with you! Senior Client Associate About the Role We're seeking a Senior ... requests, ensuring timely and accurate execution. + Partner with senior leadership on customized client strategies and...+ Partner with senior leadership on customized client strategies and firm-wide initiatives. + Build and maintain… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... + Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Kestra Financial (Raleigh, NC)
- …in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None Knowledge, ... are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their… more
- JPMorgan Chase (Houston, TX)
- …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 portfolio ... of large corporate or financial institution clients. As a Client Service Account Manager within the (X) team, you will support a portfolio of large corporate and/or… more