- 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
- Coldstream Wealth Management (Portland, OR)
- …ability to manage multiple tasks independently + A Bachelor's degree is preferred Keyword: Senior Client Service Associate From: Coldstream Wealth ... has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate on one of our largest teams, you will learn the… 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 (Charlotte, NC)
- 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
- Raymond James Financial, Inc. (Little Rock, AR)
- … 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
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years experience in client service , banking operations or relationship management support required. * ... *ACCOUNT OFFICER SENIOR * WHAT IS THE OPPORTUNITY? This person is...and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to proactively… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …Half is partnering with a privately held multi-family office in San Francisco to hire a Senior Client Service Associate . This is an opportunity to join ... The team embraces tools and process improvements to elevate client service and efficiency. What You'll Do...need is handled accurately and promptly + Work alongside senior leadership to execute customized client strategies… more
- Raymond James Financial, Inc. (Rochester, NY)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
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