- JPMorgan Chase (Boston, MA)
- …our world class team to achieve great results for clients. As an Compliance Associate within the Client Service team, you will be responsible for the ... day to day communication with compliance clients and for the monitoring and reporting of...are released to clients + Be responsibility for all client work conducted by offshore team + Work with… more
- Kestra Financial (Raleigh, NC)
- 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 ... creating the life they envision. Who We Want: The client service associate plays a...Broker Dealer for new account establishment, account maintenance, and compliance + Process, submit, and service all… more
- PNC (Naples, FL)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... be based in our Naples, FL office. The Client Service Associate serves as...relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes. May administer complex… more
- CIBC (San Francisco, CA)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Client Service Associate executes the more complex ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **Responsibilities include:** + Prepare… more
- Kestra Financial (Avon, CT)
- The Administrative Assistant (AA)/ Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and ... in person and over the phone, facilitating and resolving client service requests, scheduling client ...Service clients' accounts. + Handle miscellaneous operational and compliance activities. + Assist with general administrative tasks: -… more
- HUB International (Bethesda, MD)
- …and we are passionate about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team ... client account forms + Run reports and provide status updates to senior client service associate (s) on new account forms, confirming account transition,… more
- WTW (Detroit, MI)
- …is not offered for this specific job opportunity. **The Role** + Partnering with client service team leader to deliver superior project management + Providing ... superior client service in response to day to...issues and questions (eligibility, carrier coverage and claims issues, compliance , etc.) + Preparation for client meetings… more
- ADP (Florham Park, NJ)
- ADP is hiring ** Associate Client Support Consultants** . + _ _ _Are you ready to join a company offering career advancement opportunities throughout your career ... training their users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you… more
- JPMorgan Chase (Tampa, FL)
- …passionate about Controls, Protocols and Execution, you have found the right team. As a Client Service Associate in Payments you will support the effective ... the Payments business. You will provide support to the Client Service teams on matters related to...execute issue management control protocols, ensuring Client Service owned control issues (regulatory, audit, compliance … more
- Robert Half Finance & Accounting (Cincinnati, OH)
- …(FA) in the daily operations of their business, with a focus on client service and administrative tasks. This position requires prior investment experience ... Description Job Description: The Client Services Associate plays a vital...Understanding: General understanding of securities regulations and principles. + Client Service Focus: Demonstrated focus on providing… more
- CIBC (Boston, MA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) Description of the role: The Client Service Associate supports Relationship Managers ... member of the team responsible for providing high touch service to meet the needs of clients, their advisors...processing and monitoring cash levels + Prepare materials for client meetings + Research client inquiries and… more
- Zions Bancorporation (Plano, TX)
- …transform your career. Amegy Bank, here you grow. We are looking for a Part-time Client Service Associate (Teller) to provide top notch customer service ... based on clients' needs + Perform all duties in compliance with laws, regulations, and bank policies and procedures...security policies while maintaining confidentiality of bank records and client information + Meet with Branch Service … more
- Zions Bancorporation (Arlington, TX)
- …help you transform your career. Amegy Bank, here you grow. We are looking for a Client Service Associate (Teller) to provide top notch customer service ... based on clients' needs + Perform all duties in compliance with laws, regulations, and bank policies and procedures...security policies while maintaining confidentiality of bank records and client information + Meet with Branch Service … more
- Kestra Financial (Columbus, OH)
- …of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, Word, Excel ... The Client Service Coordinator reports to the...checks received and maintain check blotter in adherence to compliance guidelines + Maintain client information in… more
- Kestra Financial (Kalamazoo, MI)
- …Financial Plan ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. ... checks received and maintain check blotter in adherence to compliance guidelines + Maintain client information in... information in CRM database + Research and resolve client service problems for errors as needed… more
- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... Broker Dealer for new account establishment, account maintenance, and compliance + Process, submit, and service all...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …someone who will take ownership of their responsibilities and will actively help improve client service and process. * Great communication skills - verbal and ... as a small family office for their clients. They're currently looking for a Senior Client Services Associate to join their team, and this position is fully… more
- Zions Bancorporation (Dallas, TX)
- …We are currently seeking a dynamic and customer-focused individual to join our team as a Client Service Associate (Teller) to service our clients and ... based on clients' needs. + Perform all duties in compliance with laws, regulations, and bank policies and procedures....security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service … more
- Huntington National Bank (Columbus, OH)
- Description Summary: The Commercial Client Service Associate Senior provides administrative and operational support for the Commercial Services Team. Within ... the assigned portfolio, the colleague assists in obtaining client information and document reviews necessary to establish commercial deposit accounts and satisfy… more
- Citigroup (Uniondale, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more