- Truist (Charlottesville, VA)
- …development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Truist (Orlando, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- JPMorgan Chase (Jersey City, NJ)
- Are you passionate about Corporate Actions? Do you have excellent client service skills? Do you enjoy working in a fast-paced, dynamic environment? Are you a ... Prime Asset Servicing Middle Office team! As a Senior Associate in Asset Servicing within the Prime Brokerage...successful voluntary corporate action election. + Provide a best-in-class client service experience. + Comply with the… more
- Cushman & Wakefield (Portland, OR)
- …and foster C&W Legal's collaborative culture. This position reports to the Associate General Counsel- Brokerage & Capital Markets. The successful candidate will ... & Capital Markets businesses in the Americas, which includes the following service lines: Brokerage (Tenant Representation, Agency Leasing, Capital Markets),… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR - Commercial Bank, Brokerage Support, New York, NYC. * *WHAT IS THE OPPORTUNITY?* This is a hybrid service role that ... 7 and 63 or 66 licenses *Skills and Knowledge* * 5 years experience in client service , banking operations or relationship management support * 5 years of… more
- WTW (Minneapolis, MN)
- …in a commercial Property & Casualty brokerage environment with success in client service , account management and placement + BA/BS Degree in insurance, ... account management and post placement services within an insurance brokerage environment + Collaborates with other brokers on, coverage,...ARM desirable + Ability to focus on delivering exceptional client service while working in a fast… more
- Coldstream Wealth Management (Bellevue, WA)
- …Coldstream has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Bellevue teams you ... advance + Client Onboarding: Facilitating the new client onboarding process: + Opening brokerage accounts,...7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream… more
- Thrivent Financial (White Bear Lake, MN)
- …transactions, assisting in data gathering and supporting the financial planning/advice service , invoicing, client relations, identifying and helping improve ... financial advisors that own the business. They have combined service of 33 years of direct financial services industry...process from start to finish + Support advisor and client questions and transactions with brokerage , mutual… more
- WTW (Brookfield, WI)
- …wellbeing, life, disability, and absence management benefits for clients. + Partnering with client service team leader to deliver superior project management + ... **Description** As a Health and Benefits Lead Associate you will contribute to a wide variety...Providing superior client service in response to everyday … more
- Coldstream Wealth Management (Seattle, WA)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the ... and proactively preparing meeting materials + Coordinating the new client onboarding process: + Opening brokerage accounts,...7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream… more