- CIBC (San Francisco, CA)
- …contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Client Service Associate executes the ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **Responsibilities include:** + Prepare… more
- Morgan Stanley (Miami, FL)
- … by modernizing the client experience through an elevated standard of care. The Senior Client Service Associate assists with the development and ... (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** *Florida-Miami* **Requisition… more
- Morgan Stanley (Savannah, GA)
- …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** *Georgia-Savannah* ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through… more
- Morgan Stanley (Seattle, WA)
- …**Wealth Management* **Title:** *Private Wealth Management Senior Registered Client Service Associate * **Location:** *Washington-Seattle* **Requisition ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through… 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 Bank, you will ... Sales partners, and Bankers located in the United States and across the globe. Client Service Senior Associates are a trusted member of the client 's… more
- Raymond James Financial, Inc. (Las Vegas, NV)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- City National Bank (Los Angeles, CA)
- ** CLIENT SERVICE ASSOCIATE SENIOR CNS** **WHAT IS THE OPPORTUNITY?** Serve as a registered representative for City National Securities (CNS). Process ... support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for retirement… more
- Kestra Financial (Raleigh, NC)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None ... Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients… more
- Kestra Financial (Hartford, CT)
- Summary The Client Service Associate reports to the Senior Client Service Associate , Lead Advisor, or Principal Advisor and is critical to ... in pursuit of business objectives. + Other responsibilities as assigned by the Senior Client Service Associate , Lead Advisor, or Principal Advisor.… more
- HUB International (Bethesda, MD)
- …and other client account forms + Run reports and provide status updates to senior client service associate (s) on new account forms, confirming ... are passionate about our talent. We currently have an opportunity for a ** Client Service Associate - Wealth Management** to join our Retirement and Private… more
- Kestra Financial (Columbus, OH)
- …as point of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, ... The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent… more
- Kestra Financial (Westport, MA)
- …to detail, and time management skills. Essential Duties and Responsibilities * Supports Financial Advisor/ Senior Client Service Associate of a large book ... solve the needs of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing superior client experience. This… more
- Kestra Financial (Raleigh, NC)
- …customer service , attention to detail, and time management skills * Supports Financial Advisor/ Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent… more
- JPMorgan Chase (Charlotte, NC)
- …with the use of our complex treasury and cash management products and services. As a Client Service Sr. Associate in the Commercial Bank you will resolve ... Bankers located in the United States and across the globe. **Role Summary** As a Client Service Senor Associate you are a trusted member of the client 's… more
- WTW (Chicago, IL)
- …+ Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively ... execution of the project against plan guidelines + Demonstrated success in managing client issues and relationships + Desire and ability to expand relationships with… more
- CIBC (Atlanta, GA)
- …more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Client Service Associate supports Senior Relationship Managers and ... and situations with proficiency **Qualifications:** + Bachelor's degree preferred + Strong client service commitment + Understanding of wealth management a plus… more
- Wells Fargo (Manchester, NH)
- **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
- Wells Fargo (Syracuse, NY)
- **About this role:** Wells Fargo is seeking a Profit Formula Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo ... 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
- KPMG (Sacramento, CA)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 112753 - 9 **Function:** Tax Services **Area of ... KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate ...a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied +… more
- Capital One (Mclean, VA)
- Center 1 (19052), United States of America, McLean, Virginia Senior Associate - Client Development Capital One Shopping is looking for a Senior ... leveraging Capital One Shopping's suite of solutions. In this client -facing role, the team is looking for a highly...for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp.… more