• Senior Client Service

    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 ... and committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial Planner… more
    Kestra Financial (09/23/25)
    - Related Jobs
  • Senior Client Service

    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 ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
    CIBC (09/16/25)
    - Related Jobs
  • Senior Client Service

    Robert Half Finance & Accounting (San Francisco, CA)
    …wealth management firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional ... and financial administration for a curated group of ultra-high-net-worth clients. Senior Client Service Associate $90,000-$110,000 base + 15-30%… more
    Robert Half Finance & Accounting (09/19/25)
    - Related Jobs
  • Latin America Private Bank- Senior

    JPMorgan Chase (Miami, FL)
    As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… more
    JPMorgan Chase (08/04/25)
    - Related Jobs
  • Senior Client Service

    Robert Half Finance & Accounting (San Francisco, CA)
    Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting +… more
    Robert Half Finance & Accounting (09/06/25)
    - Related Jobs
  • Senior Client Service Account…

    JPMorgan Chase (Tampa, FL)
    …of credit needs, this could be the role for you! As a Senior Client Service Account Associate in The Trade and Working Capital Client Service ... East and Asia. You will maintain a passion for client service in everything you do. You...primary point of service contact for each client within your assigned portfolio, and a senior more
    JPMorgan Chase (09/27/25)
    - Related Jobs
  • Client Service Senior

    JPMorgan Chase (Chicago, IL)
    Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success ... make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Senior Associate within JPMorganChase, you will play a key… more
    JPMorgan Chase (09/08/25)
    - Related Jobs
  • Senior Client Service

    Robert Half Finance & Accounting (San Francisco, CA)
    Description Senior Client Associate Location:...Key Responsibilities + Serve as the primary contact for client service requests + Execute client ... regarded multi-family office is seeking a polished and proactive Senior Client Associate to join...preferences and exceeding expectations + Guide and support junior client service associates and analysts + Assist… more
    Robert Half Finance & Accounting (09/28/25)
    - Related Jobs
  • JP Morgan Advisors - Senior Client

    JPMorgan Chase (Chicago, IL)
    The Client Service Associate is the primary point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . This role ... for establishing, maintaining, and building client relationships. The Client Service Associate works in a team-oriented environment with Financial… more
    JPMorgan Chase (08/03/25)
    - Related Jobs
  • Senior Client Service

    Robert Half Finance & Accounting (San Francisco, CA)
    …needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely ... execution across a range of requests + Collaborate with senior leadership to implement client -specific strategies and...firm priorities as needed Requirements + Proven experience in client service with high net-worth individuals, wealth… more
    Robert Half Finance & Accounting (09/19/25)
    - Related Jobs