- 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 (Chicago, IL)
- …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 (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 ... 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
- Coldstream Wealth Management (Portland, OR)
- …merged with Coldstream Capital. Located in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service ... the ability to manage multiple tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream Wealth Management 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely ... execution across a range of requests + Collaborate with senior leadership to implement client -specific strategies and...firm priorities as needed Requirements + Proven experience in client service , wealth management, or family office… more
- Raymond James Financial, Inc. (Dallas, TX)
- … 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
- M&T Bank (Paramus, NJ)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct… more
- Zions Bancorporation (Chula Vista, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a ** Client Service Associate (Teller)** Lead to provide top-notch customer ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… more