- JPMorgan Chase (New York, NY)
- …a global team sitting within JPM Investment Solutions that provides comprehensive client and advisor coverage of all managed solutions (Separately Managed Accounts, ... way. With a product-agnostic lens, the team partners with senior leadership in each region and channel (in Private...each region and channel (in Private Bank and US Wealth Management) to understand respective priorities in order to… more
- Citigroup (Jacksonville, FL)
- …those teams. + Provides timely feedback to senior management to identify client pain points and barriers to exceptional service ; offers suggestions on ... The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal… more
- NBT Bank (Burlington, VT)
- …referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience: ... significant compliance issues + Has developed a process for client segmentation + Demonstrated team player and high quality... segmentation + Demonstrated team player and high quality service provider + Advanced knowledge of all broker dealer… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Client 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 ... + Serve as the primary point of contact for client service needs, ensuring prompt and accurate...needs, ensuring prompt and accurate execution. + Partner with senior leadership on customized client strategies and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate...and firm-wide priorities What You Bring + Experience in client service within wealth management, ... held multi-family office in San Francisco to hire a Senior Client Service Associate. This...across generations-parents, children, and extended family members-helping them navigate wealth with clarity and intention. + High-touch service… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Client 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. ... + Serve as the primary point of contact for client service needs, ensuring timely and accurate...needs, ensuring timely and accurate execution + Partner with senior leadership on customized client strategies and… more
- World Insurance Associates, LLC. (Ramsey, NJ)
- …the firm's Investment Committee and Financial Planning Committee. The Senior Client Associate will deliver high-quality service and operational support to ... Position Objective The Senior Client Associate is a support...operations, and ensuring accurate and timely execution of all client service activities. This role supports advisors… 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 ... and follow-up with custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA or wealth management firm.… more
- H&R Block (Overland Park, KS)
- …host customer service training sessions with new Tax Advisors and Client Service Professionals (CSPs) to establish clear understanding of communication and ... between the tax advisors in the program and the wealth managers to further the client experience....Able to model and train others in delivering superior client service . + Previous multi-unit leadership experience… more
- JPMorgan Chase (Boca Raton, FL)
- …world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and ... where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join...to a team that values strong relationships and exceptional client service will directly impact our clients'… more