- BlackRock (Wilmington, DE)
- …and other pooled investment vehicles, and the industry-leading iShares(R) ETFs. Team Overview The Client Order Management (COM) Team serves as a central ... service via emails and telephone, assisting with any ad-hoc client requests. The COM Associate will be...various functions. These include order and query management , onboarding, exception handling, and client support… more
- The Millennium Group (Frisco, TX)
- …in their record.* Export reports to Excel and format reports to be imaged.* Update Client payment addresses in order to ensure monthly payments are sent out ... correctly.* Monitor several Microsoft Outlook mailboxes in order to expedite the client 's request to...work individually or in a team environment.* Prior database management experience a plus.* Ability to read Spanish is… more
- Bank of America (Hartford, CT)
- …and follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ... engage in:** + Developing a book of business in order to meet and exceed established performance hurdles +...the Client Associate or Wealth Management Client Associate , providing business… more
- IQVIA (Wayne, PA)
- ** Associate Director, Client Services - Clinical...+ This role requires 5+ years of relevant project, client , and people management experience. + People ... and extensive domain expertise. We are currently seeking an Associate Director of Client Services to join...review and reporting of findings as outlined by Sr management . + May collaborate with other regional and/or global… more
- JPMorgan Chase (Boston, MA)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in ... the lifecycle for each product, from broker matching to management of the client 's custodial network, lifecycle...clients, and internal partners to build strong relationships in order to support key interactions and continued premier service… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service ... interaction with Sales Traders, Clients, Service Providers and Operations Staff in order to maintain and improve client relationships and streamline processes.… more
- BAYADA Home Health Care (Raleigh, NC)
- …and growing a caseload and recruiting staff in order to become a Client Services Manager. ** Client Services Associate Responsibilities** : + Focused on ... **BAYADA Home Health Care** has an immediate opening for a ** Client Services** ** Associate ** in our **Raleigh, NC Assistive Care State Programs** home care… more
- CIBC (San Francisco, CA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions ... high net worth client portfolios, including researching client inquiries and issues in order to...role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... the financial advisors and branch office. + May solicit order from clients at the direction of the Financial...and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar… more
- Raymond James Financial, Inc. (Deerfield, IL)
- **Job Summary** We are seeking to add a **Senior** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services ... the financial advisors and branch office. + May solicit order from clients at the direction of the Financial...and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar… more
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