- Robert Half Finance & Accounting (San Francisco, CA)
- …connect and explore whether this role could be the ideal next step in your career. Senior Client Associate About the Role We're seeking a Senior Client ... + Serve as the primary point of contact for client service needs, ensuring timely and accurate...needs, ensuring timely and accurate execution + Partner with senior leadership on customized client strategies and… more
- 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 ... business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct… 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
- 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 ... 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… more
- Raymond James Financial, Inc. (Little Rock, AR)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate. You will support an exclusive group of high-net-worth ... follow-up with custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA or wealth management firm. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi-Gen Family Office San Francisco | Hybrid | $100-130K + Bonus Jennifer Fukumae with Robert Half is ... with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that… more
- Bank OZK (Ozark, AR)
- …as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across ... and lead day-to-day responsibilities. Lead by example and provide exceptional customer service at all times Essential Job Functions + Manage direct reports,… more
- Visiting Angels of Jenkintown (Chadds Ford, PA)
- Senior Client Service ManagerWhy Join Visiting Angels? Visiting Angels is a trusted, private, non-medical home care company dedicated to helping seniors live ... We are seeking a compassionate, driven, and experienced leader to join our team as Senior Client Service Manager, based in our Chadds Ford office. This is an… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more