- 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
- Alight (IN)
- …Alight. Learn more at careers.alight.com (https://careers.alight.com/us/en) . **The Role** The Senior Manager, Client Management, is accountable for the overall ... Solutions Delivery team post-sale to ensure a smooth transition from Implementation to Service . Advocating to ensure business readiness and client success. +… more
- JPMorgan Chase (Houston, TX)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- Wells Fargo (Memphis, TN)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs and recommend… more
- First Horizon Bank (Memphis, TN)
- **Description** **Location:** On site in Memphis, TN **SUMMARY** The Client Specialist role supports the line of business by providing exceptional service and ... support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion… more
- HUB International (Fort Worth, TX)
- …+ Collaborate closely with Producers and internal HUB colleagues on all aspects of client service , marketing, and renewals while adhering to HUB's best practices ... risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than...needs. We are a company dedicated to superior customer service with employees committed to adding value to every… more
- Bank of America (Los Angeles, CA)
- …and coordination of team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the Merrill Lynch ... quality and completion and managing junior team members as needed + Oversee execution of client service strategy and client review processes + Serve as… more
- City National Bank (West Hollywood, CA)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth ...tandem with an assigned SFA to provide sales and client and colleague service support coverage. The… more
- CIBC (Milwaukee, WI)
- …Type** Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Business Development, Client Issue Resolution, Client Service , Customer Experience ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a ** Senior ** **Private Banker,** you will cultivate new and manage existing… more
- CIBC (Atlanta, GA)
- …Build strong internal partnerships to deliver seamless, professional, and timely client service . + Ensure compliance: Implement and maintain effective ... and wealth advisory services. + A collaborative approach to ensure seamless client service . + Strong financial acumen and relationship management skills to… more
Recent Jobs
-
Production Manager
- CARMAX (Fort Myers, FL)
-
Data Engineer
- Insight Global (Indianapolis, IN)
-
Senior Circuit Design Engineer - Power
- NVIDIA (Santa Clara, CA)
-
Project Manager, Sr
- Entergy (The Woodlands, TX)