- Context Travel (Philadelphia, PA)
- Senior Client Associate , UK, Ireland,...service to our clients + Build and track client requests for non-Context products to support Client ... have been backed by growth equity since 2017. ROLE: Senior Client Associate , UK, Ireland,...advisors, the role requires a high level of professional service skills, communication skills, proactivity, and the ability to… more
- Wells Fargo (Sewickley, PA)
- **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 ... Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… 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 ... delivering exceptional client service . The Senior Client Service Associate...field preferred. + 5+ years of experience in financial services , with a solid understanding of broker-dealer operations and… 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 ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How...accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in working… more
- Wells Fargo (Scottsdale, AZ)
- **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 appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Wells Fargo (New York, 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 ... service and operational issues + Process processing client service requests + Provide assistance to...customers **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Publicis Groupe (Birmingham, MI)
- …from our competitors and provide a critical foundation for the agency. The Senior Associate , Client Operations supports the Operations Supervisor and ... Director. At the macro level, for their assigned client , the Senior Associate will...building relationships - a creative problem solver, a customer service expert, and a great team player. + 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 ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate… 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
- NTT America, Inc. (TX)
- …place where you can grow, belong and thrive. **Your day at NTT DATA** The Senior Associate Client Success Manager is responsible for the onboarding, ... objectives and metrics to provide a high level of client service Manages approved corporate strategic projects....of IT infrastructure preferred + Knowledge of IT managed services and/or cloud computing a plus + Knowledge of… more
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