- Fox Rothschild LLP (Exton, PA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience. We are a well-established ... trusts and estates team with a deep client base. Our work is varied, interesting, and meaningful....**Requirements** + BA or BS degree strongly preferred. + Associate 's degree or paralegal certificate with eight years of… more
- Commerce Bank (Kansas City, MO)
- …dividends, interest, and principal pay-down payments to the Commerce Trust Company client accounts. Essential Functions + Monitor and pre-balance all Income event ... notice reports to ensure timely and accurate posting to client accounts. + Monitor and research out of balances...Word, Excel, Teams, and Outlook Education & Experience + Associate 's degree or equivalent combination of education and experience… more
- S&P Global (Chicago, IL)
- …the Role:** **Grade Level (for internal use):** 12 **The Team:** We are seeking an Associate Director, Client Solutions Group to join our Commercial team at S&P ... You will drive revenue growth through strategic engagement with asset management, wealth management and institutional clients across your region and provide support… more
- World Insurance Associates, LLC. (Ramsey, NJ)
- Position Objective The Senior Client Associate is a support position for the office. Responsibilities include data gathering and analysis, development of ... of the firm's Investment Committee and Financial Planning Committee. The Senior Client Associate will deliver high-quality service and operational support to… 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 partnering ... multi-family office in San Francisco to hire a Senior Client Service Associate . This is an opportunity...and firm-wide priorities What You Bring + Experience in client service within wealth management, investment advisory,… more
- JPMorgan Chase (Boca Raton, FL)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- KeyBank (Indianapolis, IN)
- **Location:** 202 S Michigan Boulevard, South Bend Indiana **Job Summary** The Client Relationship Associate (CRA) supports the KPB Relationship Manager and ... and participate in the development of sales presentations, annual wealth reviews, and other materials for client ...annual wealth reviews, and other materials for client meetings. + Support the field teams by scheduling… more
- KeyBank (Toledo, OH)
- **Location:** 300 Madison Avenue, Toledo Ohio **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain ... and participate in the development of sales presentations, annual wealth reviews, and other materials for client ...annual wealth reviews, and other materials for client meetings. + Schedule internal and external meetings (Pre… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Associate About the Role We're looking for a Senior Client Associate to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This ... + Bachelor's degree required + 6-8 years of experience in client ‑facing roles within wealth management or a family office (must‑have) + Exceptional interpersonal… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Associate About the Role We're seeking a Senior Client Associate to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This ... + Bachelor's degree required + 6-8 years of experience in client ‑facing roles within wealth management or a family office (must‑have) + Exceptional interpersonal… more