- Capital One (Plano, TX)
- Senior Associate , Client Services Are you looking...to join the team. We are currently searching for a Senior Associate , Client Service . ... **Job Description & Ideal Candidate** **:** At the Senior Associate level, you will be a...certification + At least 2 years of experience in client services or customer service … 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 standout colleague. + 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
- Wells Fargo (Hagerstown, MD)
- **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
- 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 (San Francisco, CA)
- …and leveraging technology to enhance the client experience. They are seeking a Senior Client Service Associate to join their collaborative team ... execution across a range of requests + Collaborate with senior leadership to implement client -specific strategies and...expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared… more
- Robert Half Finance & Accounting (CA)
- …wealth management firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional ... and performance data (no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex … 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. **_At...accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in working… more
- 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 ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more