- KeyBank (Naples, FL)
- **Location:** 3777 Tamiami North - Naples, Florida 34103 **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team by ... and retention. + Develop and maintain proficiency in all service functions for deposit accounts, loans and investment... investments . + Demonstrated proficiency and effectiveness in client service skills (including handling client… more
- CIBC (Boston, MA)
- …services for high-net-worth individuals, their families, foundations and/or endowments. The Senior Client Service Associate executes the more complex ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How... + Experience in personal tax, financial planning or investment management + Strong client service… more
- CIBC (San Francisco, CA)
- …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. **How... + Experience in personal tax, financial planning or investment management + Strong client service… more
- Nuveen Investments (Chicago, IL)
- …intermediaries, advisors and end-investors in Nuveen Alternative investment offerings. Client Service Associate , AVP oversees and administers onboarding ... Client Service Associate , AVP,...Analysts and handles escalated and complex Client Service inquires + Administers the Nuveen Employee Investment… more
- CIBC (Atlanta, GA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate , you will provide day-to-day ... administrative support for a variety of high net worth client accounts (revocable and irrevocable trusts, investment ...foundations) and act as a trusted partner to the Client Service Manager(s) by serving as their… 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 ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition...+ Run reports and provide status updates to senior client service associate (s) on new… more
- Raymond James Financial, Inc. (Westlake, OH)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.… more
- JPMorgan Chase (Charlotte, NC)
- …with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve ... located in the United States and across the globe. Client Service Associates are a trusted member...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Chicago, IL)
- …with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve ... located in the United States and across the globe. Client Service Associates are a trusted member...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Raymond James Financial, Inc. (Charleston, SC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... best practices for various activities: new client on-boarding, + large client liquidity events, private placement investment monitoring. + Trading of both… more