- 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
- Comerica (Bloomfield Hills, MI)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Principal Financial Group (Waco, TX)
- **What You'll Do** As a ** Sr . Client Service Associate** , you'll grow and maintain positive relationships with our clients, while servicing their requests ... regarding special timing requests, and routine employee data, while delivering excellent client service . + Ensuring client needs are met by providing… more
- JPMorgan Chase (New York, NY)
- …standards for service excellence at JPMorgan Asset Management. As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on ... your ideas and initiative will directly shape client experiences, drive innovation, and set new...grow, as you'll use and expand your knowledge of service design to enhance interactions, develop and execute strategies… more
- CDM Smith (Detroit, MI)
- …Unit:** NAU **Job Description:** CDM Smith has an exciting opportunity for a Client Service Leader to expand water, wastewater, and environmental services ... technical area of expertise. * Being active in professional societies. **Job Title:** Client Service Leader - Water Services **Group:** MICG **Employment Type:**… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | Hybrid ... lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of… more
- JPMorgan Chase (Columbus, OH)
- …and organizational skills in deadline-driven environments + Motivated self-starter focused on client service , able to work independently and as part of ... investment products; information resource to legal, line of business senior management, sales and service teams in...or in coordination with internal sales team to address client inquiries and respond to information requests + Become… more
- NBT Bank (NY)
- Pay Range: $20.60 - $28.83 Deliver client service for daily record-keeping, administration and servicing of assigned his/her book of business to promote revenue ... Education and Experience: + Associate's degree and two (2) years' customer service related experience, or equivalent combination of education and experience + ASPAA… more
- Pioneer Bank (Albany, NY)
- TITLE: Client Service Supervisor LOCATION: Wolf Road Branch REPORTS TO: Senior Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 30 ($20.00 ... team by consistently leading by example while providing top notch customer service and quarterly achievement of sales goals. This will encompass listening,… more
- S&P Global (Boston, MA)
- …with ability to organize, multi-task and prioritize in a fast-paced environment + Client Focused. Customer service and satisfaction are key priorities for the ... prospecting and for providing key insights to help better service their clients. We have a broad and diverse...financial institutions. **The** **Impact:** We are seeking a junior Client Services Associate to join our dynamic and global… more