- Help at Home (Philadelphia, PA)
- …homes and communities. **Job Summary:** The core duties of the Intake team and the Senior Intake Client Associate will include educating referral sources on ... Help at Home services to prospective clients across an assigned market. The Senior Intake Client Associate will expand the Help at Home client base… 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 to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes… more
- Capital One (Plano, TX)
- …great customer focused advocates to join the team. We are currently searching for a Senior Associate , Client Service. At the Principal Associate level, ... Principal Associate , Client Services Are you looking...pod issues, risks, and other escalations are communicated to senior leadership. + Own the client experience… more
- Commerce Bank (Columbia, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Private Client Advisor Associate & Senior Private Client Advisor ... Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate 's primary responsibility is the support of our Private Client … 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 ... Paying Agent relationships, and overseeing all aspects of account management. The Client Manager will work in collaboration with teammates and accountability for all… more
- Kestra Financial (Raleigh, NC)
- …excellent 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...functions for Financial Advisors and the firm * Regular client interaction including appointment scheduling and correspondence; answer all… more
- Vanguard (Charlotte, NC)
- …investment guidance. + Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. + Deliver high-quality, ... efficient service while anticipating client needs and offering proactive solutions. + Collaborate across...Collaborate across teams to maintain and enhance the UHNW client experience. + Document client and team… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 08 **The Team:** The Visible Alpha Client Support team is a global team that provides support to investment professionals ... an integral member of our global Commercial team by providing client support throughout the client lifecycle, beginning with the onboarding process. + Become a… more
- JPMorgan Chase (New York, NY)
- …set new standards for service excellence at JPMorgan Asset Management. As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on ... and identify gaps to solve problems. Your recommendations will directly influence client satisfaction and drive continuous improvement. You'll enjoy a balance of… 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 ... team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate… more