- CNO Financial Group (Carmel, IN)
- …position is bonus eligible. Optavise, a CNO Financial Group Company, is seeking a Senior Client Services Implementation Associate to manage both client ... strategy, as well immediate operational deliverables. **As a Senior Client Services Implementation Associate ,**...**What you'll need:** + Bachelor's degree or equivalent work experience . + 3 years of client or… more
- Raymond James Financial, Inc. (Manassas, VA)
- …a high degree of attention and service. McDermott Armati Wealth Strategies is seeking a Senior Client Service Associate who shares our vision and mission. ... ensuring clients receive exceptional, personalized attention throughout their financial journey. The Senior Client Service Associate also manages key… 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... service operations, overseeing support staff and enhancing the client experience through proactive service, problem resolution,… more
- Wells Fargo (Danbury, CT)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... forwarding to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek… more
- Wells Fargo (Mclean, VA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... forwarding to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek… 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 ... located in the United States and across the globe. Client Service Senior Associates are a trusted...work in a team environment + 3+ years of client facing work experience **Preferred qualifications, skills… 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 ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Senior Client Service Associate - SF! Location: San Francisco; Hybrid ... value professional excellence, continuous learning, and leveraging technology to enhance the client experience . Responsibilities: + Act as the primary point of… more
- JPMorgan Chase (Plano, TX)
- …and sales to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Client Consulting, you ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… more
- WTW (Stamford, CT)
- **Description** As a Senior Associate , you will be the primary point of contact for your clients, building strong relationships and understanding their ... Finance, Economics, or related field. + 2-5 years of proven experience in client success, customer service, or a technical support environment, preferably within… more
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