- 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely ... execution across a range of requests + Collaborate with senior leadership to implement client -specific strategies and...firm priorities as needed Requirements + Proven experience in client service with high net-worth individuals, wealth… more
- Comerica (Costa Mesa, CA)
- 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
- Robert Half Finance & Accounting (CA)
- …wealth management firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional ... and performance data (no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex … more
- JPMorgan Chase (Chicago, IL)
- Do love to serve international clients? This could be the role for you! As a Client Service Account Manager in the Client Onboarding and Service team, ... in client and product management, you will recommend strategies to drive client growth and enhance operational efficiency. Our Service organization acts as a… 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 ... of large corporate or financial institution clients. As a Client Service Account Manager within the (X)...the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer… 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
- 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
- The ODP Corporation (Fort Oglethorpe, GA)
- …visual and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Sr . Store Associate will ... **Overview** As a Retail Sr . Store Associate -Part Time, you will...Print and Technology. The ideal Sr . Store Associate is passionate about sales, delivering exceptional service… more
- Capital One (Mclean, VA)
- Sr . Associate , Business Development - Events Capital One Dining is seeking a dynamic Senior Associate , Business Development, to support the growth and ... experience in premium events or other relevant hospitality industry experience. The Senior Associate , Business Development, will be supporting the planning and… more