- Kestra Financial (Raleigh, NC)
- Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve ... goals and work toward creating the life they envision. Who We Want: The client service associate plays a critical role in the back-office functioning of… more
- Scotiabank (New York, NY)
- Associate Director, Global Capital Markets Documentation , GBM, New York, NY **Requisition ID:** 218678 **Salary Range:** 117,400.00 - 224,700.00 _Please note ... team, committed to results, in an inclusive and high-performing culture. **Title: Associate Director, Global Capital Markets Documentation , GBM, New York, NY**… more
- JPMorgan Chase (New York, NY)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service ... operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying… more
- JPMorgan Chase (Jersey City, NJ)
- …your knowledge, skills, and abilities. You have found the right team. As a Client Operations Associate within the Client Account Services (CAS) Custody ... account services from an investment banking perspective + Client Structure & Documentation : Understanding of client structure and formation documents… more
- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within the PNC Private Bank organization, you will be ... basis. Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of contact for… more
- Cushman & Wakefield (St. Louis, MO)
- **Job Title** Associate Director, Portfolio Administration Client Solutions **Job Description Summary** The Portfolio Administration Client Solutions ... will assist senior team members in business development activities, proposal preparation, client engagement, and internal coordination. The role is ideal for a… more
- Santander US (Dallas, TX)
- CIB Client Lifecycle Management (KYC/AML), Associate Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator ... provided documentation for completeness. **Key Responsibilities** Complete Know your client process for new and existing clients, including research, request and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Associate Walnut Creek, CA | In-Office Preferred (Hybrid Flex) $70,000 - $90,000 DOE + Full Benefits + Career Growth Join a new and ... RIA in Walnut Creek that is actively hiring a Client Service Associate to support their growing...Schwab, Fidelity) + Prepare meeting materials, performance reports, and documentation ahead of client reviews + Maintain… more
- Woodforest National Bank (The Woodlands, TX)
- The Registered Client Service Associate works under general supervision, using specialized knowledge and skills obtained through experience and/or formal ... client account maintenance and support. . Manage the production and processing of all client account documentation . . Manage a client review process to… 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 ... to delivering exceptional client service. The Senior Client Service Associate reports directly to the...product details and pricing inquiries. + Ensure that all documentation and record-keeping meet compliance and regulatory standards. +… more
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