- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of ... follow-up with custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA or wealth management firm. +… 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
- Raymond James Financial, Inc. (Coral Gables, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… 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
- Kestra Financial (Raleigh, NC)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None ... Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients… 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 (Charlotte, NC)
- …great customer focused advocates to join the team. We are currently searching for a Senior Associate , Client Service . **Ideal Candidate** **:** At the ... Senior Associate , Client Services... Senior Associate , Client Services Are you looking...be regularly worked. Charlotte, NC: $78,400 - $89,500 for Client Service Sr. Associate Plano,… 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
- Capital One (Plano, TX)
- …for great customer focused advocates to join the team. We are currently searching for a Senior Associate , Client Service . At the Principal Associate ... pod issues, risks, and other escalations are communicated to senior leadership. + Own the client experience...be regularly worked. Charlotte, NC: $93,400 - $106,600 for Client Service Principal Associate McLean,… more
- JPMorgan Chase (Charlotte, NC)
- … Client Service Analyst within JPMorganChase, you will report to a Senior Associate - Client Service or the Vice President - Client Service ... Join JPMorganChase as a Client Service Analyst and be the first point of contact for clients, delivering exceptional service for complex products. Your… more