- Public Consulting Group (Jefferson City, MO)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... agencies to improve lives. Founded in 1986, PCG employs approximately 2 ,000 professionals throughout the US-all committed to delivering solutions that change… 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 ... creating the life they envision. Who We Want: The client service associate plays a...business-related field preferred + The ideal candidate will have 2 + years of experience in the financial services industry… more
- JPMorgan Chase (Plano, TX)
- Step into the role of a Client Service Associate within our Commercial & Bank and become an integral part of our clients' success stories. As the primary ... in the ever-evolving world of commercial banking. As a Client Service Associate within our...met. **Required qualifications, capabilities and skills** + Minimum of 2 years of experience or equivalent expertise in managing… more
- JPMorgan Chase (Houston, TX)
- **Description** As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening ... all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on ...to fluently communicate (written and verbal) in Spanish + 2 + years of experience in the investment management industry… more
- M&T Bank (Paramus, NJ)
- … client experience. **Education and Experience Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or ... 6 years' higher education and/or work experience, including a minimum of 2 years' financial service client service experience Strong customer service… more
- ADP (Tempe, AZ)
- ADP is hiring customer service professionals for our ** Associate Client Support Consultant** positions. It is hybrid whereby employees work 3 days in the ... office and 2 days at home each week. + _Are you...technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports...Education and/or Experience * The ideal candidate will have 2 + years of experience in administrative support in a ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… more
- Zions Bancorporation (Houston, TX)
- …seeking a dynamic, customer-focused professional to join our team as a **Part-time Client Service Associate (Teller)** at our **Vintage Park-Louetta Road ... security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service ...maintaining professionalism. **Work Schedule:** + Monday, 10:00 AM - 2 :00 PM + Friday, 10:00 AM - 2… more
- Truist (Winter Park, FL)
- …servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2 . Receive and place orders ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- BlackRock (San Francisco, CA)
- …and the enhancement of the client experience. **Role Responsibility** In the role of Client Service Officer (CSO) you will be a dedicated member of the ... and onboarding teams bringing new business onto our platform, 2 . **Wealth** , differentiated capability for both Whole Portfolio...best of BlackRock to clients and provide a differentiated client experience. ** Client Service Officer… more
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