- HUB International (Wilmington, MA)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... regional culture. We currently have an opportunity for a ** Client Services Associate ** . **SPECIFIC** **RESPONSIBILITIES** **:**...benefit program. + Assist the CRM in the daily management of client accounts including claims questions,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world's most sophisticated families ... seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a… more
- JPMorgan Chase (Phoenix, AZ)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... your career to the next level. As a National Client Banker, you are responsible for advising families on...for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will… more
- Wells Fargo (Topeka, KS)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Wells Fargo (Greenville, NC)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Wells Fargo (Hagerstown, MD)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Wells Fargo (Champaign, IL)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- HUB International (Sandy, UT)
- …join HUB International Investment Services, a nationally recognized Retirement Plan Consulting & Wealth Management Firm. **In this role, you will:** + Assist a ... of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. At HUB, we are a team of… more
- Robert Half Finance & Accounting (CA)
- Description Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world's most sophisticated families ... seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a… more
- Citigroup (New York, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more