- 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 ... and committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial Planner… more
- JPMorgan Chase (Tempe, AZ)
- …premier client service , JP Morgan is the place for you! As a Senior Client Service Associate within the US Private Bank at JPMorgan you will be ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… more
- JPMorgan Chase (Houston, TX)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… more
- JPMorgan Chase (Chicago, IL)
- 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 ... make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Senior Associate within JPMorganChase, you will play a key… more
- JPMorgan Chase (Tempe, AZ)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial & Investment Bank, ... you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …- let's connect and explore whether this role could be the ideal next step in your career. Senior Client Associate About the Role We're seeking a Senior ... + Serve as the primary point of contact for client service needs, ensuring timely and accurate...needs, ensuring timely and accurate execution + Partner with senior leadership on customized client strategies and… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . This role ... establishhttps://jpmc.fa.oraclecloud.com/fscmUI/redwood/recruiting-hiring/hiring/landing?tab\_id=DetailsIding, maintaining, and building client relationships. The Client Service Associate works in… more
- Raymond James Financial, Inc. (Rochester, NY)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi-Gen Family Office San Francisco | Hybrid | $100-130K + Bonus Jennifer Fukumae with Robert Half is ... with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate . This is an opportunity to join a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of ... follow-up with custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA or wealth management firm. +… more