- City National Bank (Beverly Hills, CA)
- * RELATIONSHIP ASSOCIATE SENIOR -...on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in ... all aspects of providing exemplary client service and assisting clients with any branch transaction....with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely… more
- BlackRock (Wilmington, DE)
- **About this role** **Technical Relationship Manager, Aladdin - Associate ** Aladdin(R) is an operating system for investment managers that seeks to connect the ... take full advantage of Aladdin. **Key responsibilities include:** + Own relationships with client teams including senior management to understand their needs &… more
- Context Travel (Philadelphia, PA)
- Senior Client Associate , UK, Ireland,... experience + Build and maintain a strong co-working relationship with Global Client Support and OTG teams ... in 2003. We have been backed by growth equity since 2017. ROLE: Senior Client Associate , UK, Ireland, Iberia, Americas LOCATION: US remote Context Travel… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... committed to delivering exceptional client service. The Senior Client Service Associate reports...Conduct performance evaluations and provide timely feedback to staff. Client Service & Relationship Management + Serve… more
- WTW (Philadelphia, PA)
- **Description** As a Senior Associate , you will be the primary point of contact for your clients, building strong relationships and understanding their ... growth + Client Satisfaction **Top Competencies Required** + Client relationship management + Excellent written and verbal communication + Financial services… more
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more ... We're building a relationship -oriented bank for the modern world. We need...role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed**… more
- Aristotle Capital Management (Newport Beach, CA)
- …on research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior ... for RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc… more
- JPMorgan Chase (Plano, TX)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve ... solicit client input and feedback to drive client satisfaction + Conduct annual relationship reviews...to drive client satisfaction + Conduct annual relationship reviews with clients to identify potential customer-level fraud… more
- WTW (Chicago, IL)
- **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... acumen as well as your financial, project management and client relationship skills by working on cutting...and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred… more
- Raymond James Financial, Inc. (Richmond, VA)
- …markets, products and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar contact management ... Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
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