- Context Travel (Philadelphia, PA)
- Senior Client Associate , UK, Ireland, Iberia, Americas ABOUT CONTEXT Context is a global day tour operator that connects intellectually curious travelers ... in 2003. We have been backed by growth equity since 2017. ROLE: Senior Client Associate , UK, Ireland, Iberia, Americas LOCATION: US remote Context Travel… more
- Wells Fargo (Paducah, KY)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... to management for review when applicable + Utilize prior experience in the Client Associate role to anticipate and proactively seek resolutions to client and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the client experience. The Role The firm is seeking a proactive and detail-oriented Senior Client Service Associate to join its growing team. This role ... with a high degree of accuracy + Partner with senior leadership on firm-wide initiatives and client -specific...with senior leadership on firm-wide initiatives and client -specific strategies + Build and deepen relationships by learning… 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 ... detail-oriented, and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial Planner… 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 ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- Wells Fargo (Melville, NY)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- CIBC (New York, NY)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Senior Client Service Associate ** , you will support ... efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development support, a… more
- Publicis Groupe (Chicago, IL)
- …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
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