- Wells Fargo (Nashville, TN)
- **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
- 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 ... detail-oriented, and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial Planner… more
- Wells Fargo (Los Angeles, CA)
- **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
- CIBC (New York, NY)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** ** Senior Client Service Associate ** , ... efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with… 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 ... client relationships. You will serve as the primary point...for all service related needs of a Private Banking client . This will entail working in a complex team-oriented… more
- 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 RIA. ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting +… 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 ... Associate Director. At the macro level, for their assigned client , the Senior Associate will manage financial reporting and compliance; ensure that the… more
- JPMorgan Chase (Plano, TX)
- …sales to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Merchant Services, you contribute ... to interpret data, extract insights and effectively communicate themes with a senior audience + Client -focused mindset, advocating for seamless experiences and… more
- JPMorgan Chase (Tampa, FL)
- …clients with their letter of credit needs, this could be the role for you! As a Senior Client Service Account Associate in The Trade and Working Capital ... serve as the primary point of service contact for each client within your assigned portfolio, and a senior leader as trade advisor for complex Letter of Credit… more
- JPMorgan Chase (Washington, DC)
- …you love supporting large corporate clients? This could be the role for you! As a Senior Client Service Account Associate within Payments Client Service, ... acts as a central point of resolution to support the client 's business operations, identifies product/service gaps and development opportunities, and leverages… more