- JPMorgan Chase (Jersey City, NJ)
- …(F&BM) team as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business. This high-impact role ensures ... senior management has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives. Collaborate with senior Finance leaders and key partners across Product, Operations, Transformation, Business Management,… more
- 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
- TD Bank (New York, NY)
- …team with high internal visibility at the senior executive level. The Associate - Global Markets Documentation is responsible for providing best-of-class ... details for this role. **Job Description:** The Global Markets Documentation Team is an integral part of TD Securities....an integral part of TD Securities. GMD is a client facing team responsible for advisory services across trading… more
- JPMorgan Chase (Newark, DE)
- 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
- Coldstream Wealth Management (Portland, OR)
- …with Coldstream Capital. Located in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service Associate performs ... CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private… more
- Coldstream Wealth Management (Portland, OR)
- …has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive and growing team, you will learn the ... the team is now adding a CSA position. The Client Service Associate Role The Client...the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you can be based ... discretion. Other locations within the Private Bank footprint may be considered. The Client Service Associate serves as the primary point of contact for… more
- JPMorgan Chase (Plano, TX)
- …regulatory requirements into opportunities for stronger client partnerships. As a Client Service Associate within the Wholesale KYC Organization (WKO), you ... AML. + Strong analytical and problem-solving abilities to assess client risk profiles and evaluate KYC documentation ...assess client risk profiles and evaluate KYC documentation effectively. + Exceptional attention to detail to ensure… more
- Public Consulting Group (Des Moines, IA)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the ... Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is...staff, and other internal stakeholders to ensure a seamless client experience. + Maintain shared internal documentation … 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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