- US Bank (Seattle, WA)
- …paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists ... such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing… more
- M&T Bank (Paramus, NJ)
- …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service ... team members. **Primary Responsibilities:** + Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of high-net-worth ... You'll play a critical role in relationship management, operations, client communication, and day-to-day advisory support. What You'll Do...client service experience, ideally within a RIA or wealth management firm. + Experience with Schwab is a… more
- Zions Bancorporation (Salt Lake City, UT)
- …are endless. You bring the talent; we bring the opportunity. **Role Summary** The Client Account Service Associate (CASA) plays a pivotal role in delivering a ... consistent and exceptional client experience across defined wealth segments. This role supports multiple Wealth Advisors by executing service activities with… more
- JPMorgan Chase (Jacksonville, FL)
- …needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will support the market and serve as a liaison between Advisors and ... initiatives to Private Client Investment Associates + Support Private Client Investment Associate performance and development through onboarding and… more
- Bank of America (Hartford, CT)
- …Client - Associate \_25047583) **Job Description:** **Advisor Development Program Client Associate ** Merrill Wealth Management is ... follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP)… more
- JPMorgan Chase (Webster, TX)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book… more
- Raymond James Financial, Inc. (Depew, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...+ Provide a high level of customer service _Custom Wealth Strategies and its employees are_ **_independent contractors with… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ideal ... enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and… more
- JPMorgan Chase (Chicago, IL)
- …invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors ... markets by providing timely solutions. In collaboration with a Client Advisor, you will aim to meet the objectives...that deliver the JPMAM value proposition + Provide superior client service by being responsive, thoughtful and making the… more