- Zions Bancorporation (Salt Lake City, UT)
- …talent; we bring the opportunity. Zions Wealth Management is currently seeking an experienced Client Account Service Associate (CASA). The CASA manages ... and serving as administrative and operational support to Wealth Advisors. The Client Account Service Associate is also responsible for understanding… more
- HUB International (Encino, CA)
- …+ 3-5 years of experience in an insurance Account Management role or Client Service Associate role (brokerage experience required) or an equivalent ... Account Manager is responsible for managing the entire account - service process, marketing clients to various carriers,...being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF… more
- JPMorgan Chase (Jersey City, NJ)
- …servicing and delivering solutions to clients, you have found the right team! As a Client Manager Associate in the Escrow and Paying Agency Team, you will report ... and Paying Agent relationships, and overseeing all aspects of account management. The Client Manager will work...of working capital. **Job Responsibilities:** + Provide strong customer service by responding quickly and accurately to client… more
- HUB International (Des Plaines, IL)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB's best practices and ... International is not responsible for any fees related to unsolicited resumes. Department Account Management & Service Required Experience: Less than 1 year of… more
- Guardian Life (Bethlehem, PA)
- …to have a starting pay rate of $24.03 per hour with a 3% annual bonus target.** ** Associate Account Service Manager** **Do you want to be part of a ... you? If so, then you might be our next Associate Account Service Manager. This...years group insurance experience + Previous experiences in a client facing or account management role, working… 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...account maintenance, and compliance + Process, submit, and service all account paperwork/requests; follow through to… more
- AON (New York, NY)
- Associate Account Executive - New York...and analyze data and drafts, including assigned elements of client service plans, stewardship reports and other ... succeed. What the day will look like As an Associate Account Executive in our New York...and analyze data and drafts, including assigned elements of client service plans, stewardship reports and other… more
- HUB International (Denver, CO)
- …part due to our industry leading success in mergers and acquisitions. **Summary** As the Associate Account Executive (AAE), you will work with a group of Sales ... through other providers, and document those providers. + Ensure that all client service needs are promptly and professionally delivered, either directly… more
- PNC (Wilmington, DE)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... may be performed remotely, at the manager's discretion. The Client Service Associate serves as...implementation and servicing issues. + Initiates, updates and verifies client , account , or transaction details in relevant… more
- CIBC (St. Louis, MO)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. At...on-site full-time. **How you'll succeed** + ** Client Service Excellence** - Prepare and process account … more