- Wells Fargo (Wilmington, NC)
- **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 ... via telephone, direct interaction and/or written correspondence + Facilitate FA and client requests for account related information and/or quotes + Schedule and… more
- Wells Fargo (Wilmington, 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 ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- JPMorgan Chase (Charlotte, NC)
- 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 ... a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Senior Associate within JPMorganChase, you will play a key role in… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... to the financial advisors and branch office. * Opens new client accounts, researches client and security information and tracks daily contacts for team using… more
- Kestra Financial (Raleigh, NC)
- …in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None Knowledge, ... are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their… more
- Kestra Financial (Raleigh, NC)
- …excellent customer service, attention to detail, and time management skills * Supports Financial Advisor/ Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to providing superior...functions for Financial Advisors and the firm * Regular client interaction including appointment scheduling and correspondence; answer all… more
- Compass Group, North America (Charlotte, NC)
- ESFM **Position Title: SENIOR CLIENT SERVICES MANAGER** **Salary: $80,000 - $95,000** **Pay Grade: 14** **Other Forms of Compensation:** None ESFM is the ... within the month due. Strategically manage vendors to meet client KPIs and timelines. Example: In early/mid-month, review all...Off + Holiday Time Off (varies by site/state) + Associate Shopping Program + Health and Wellness Programs +… more
- Manulife (Charlotte, NC)
- …excited to present a challenging opportunity for an experienced, dynamic, and energetic Senior Associate to join our Impact Investing and Natural Climate ... will be specifically focused on carbon project development, project management, and execution. The Senior Associate is a vital member of the II & NCS team,… more
- Manulife (Charlotte, NC)
- …excited to present a challenging opportunity for an experienced, dynamic, and energetic Senior Associate to join our Impact Investing and Natural Climate ... will be specifically focused on carbon project development, project management, and execution. The Senior Associate is a vital member of the II & NCS team,… more
- Grant Thornton (Charlotte, NC)
- As a Process Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... processes, IT systems, service providers and controls. + Actively participate in client engagements from start to completion, which includes planning, executing, and… more
Recent Jobs
-
Guest Services Agent (Full Time)
- Compass Group, North America (St. Louis, MO)