- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Microsoft Reporting Platform & Data Analytics Senior Associate to join the team in New York, NY. We are seeking a highly skilled ... Senior Associate , Microsoft Reporting Platform...Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed… 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 ... organized, detail-oriented, and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial… more
- Publicis Groupe (New York, NY)
- …finance and marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate… more
- JPMorgan Chase (Tempe, AZ)
- …relationships with our most complex Commercial Bank clients across the country. As a Client Success Senior Associate within the Commercial Bank you will ... clients. This role will work closely with Commercial Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to… more
- Wells Fargo (North Wilkesboro, NC)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- Publicis Groupe (Chicago, IL)
- …is present in more than sixty countries with over 23,000 employees worldwide. **Overview** The Senior Associate , Client Operations will be part of a growing ... and provides the opportunity to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate Director and Operations… more
- Raymond James Financial, Inc. (Chicago, IL)
- …Summary** We are seeking to add a ** Senior ** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services team. ... software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms… 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 ... and the ability to manage multiple tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream Wealth Management more
- Raymond James Financial, Inc. (Dallas, TX)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... clients and college payments. * Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. * Oversees… more
- JPMorgan Chase (Tampa, FL)
- …delivery processes, coordinating dependencies, and collaborating with diverse stakeholders. As a Client Solutions Senior Associate within the Payments ... by developing solutions that expand insights, optimize execution, and enhance the client experience. Become part of a dynamic team leading innovation in treasury… more
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