- Raymond James Financial, Inc. (Chicago, IL)
- **Job Summary** We are seeking to add a ** Senior ** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial ... markets, products and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar contact management… more
- City National Bank (Long Beach, 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
- JPMorgan Chase (Tampa, FL)
- …clients with their letter of credit needs, this could be the role for you! As a Senior Client Service Account Associate in The Trade and Working Capital ... as the primary point of service contact for each client within your assigned portfolio, and a senior...relationship profitability. You will also participate in joint client calls with Bankers and Trade Sales Officers both… 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
- CIBC (San Francisco, CA)
- …about 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. **_At CIBC we… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and leveraging technology to enhance the client experience. They are seeking a Senior Client Service Associate to join their collaborative team in San ... timely and precise execution across a range of requests + Collaborate with senior leadership to implement client -specific strategies and contribute to firm-wide… more
- WTW (Pittsburgh, PA)
- **Description** As a Health and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and ... establishing relationships across all levels of the client organization. You will substantially contribute to the management...the opportunity to position yourself to grow into a senior relationship management and/or leadership role by… more
- WTW (Houston, TX)
- **Description** As a Health and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and ... establishing relationships across all levels of the client organization. You will substantially contribute to the management...the opportunity to position yourself to grow into a senior relationship management and/or leadership role by… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary...understanding of the role Banking plays in the larger client relationship ; manage complex client ... Advisor's client . This role is responsible for establishing, maintaining, and building client relationships. The Client Service Associate works in a… more
- Raymond James Financial, Inc. (Richmond, VA)
- …prospecting for new clients. * Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors with ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated,...Financial markets, products and industry regulations. **Skill in** * Client Relationship Management (CRM) software, or similar… more
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