- HUB International (Bethesda, MD)
- …are passionate about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in ... + Run reports and provide status updates to senior client service associate (s) on new...services, insurance, or employee benefits including any knowledge of retirement plans and investments (1 year experience preferred but… 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 ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + ** Client … more
- JPMorgan Chase (Irvine, CA)
- …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...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health… 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
- CIBC (New York, NY)
- …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 ... investment management accounts, IRAs, foundations) and act as a trusted partner to the Client Service Manager(s) by serving as their primary point of contact for… more
- JPMorgan Chase (Plano, TX)
- …premier client service , JP Morgan is the place for you! As a Digital Client Service Associate within the US Private Bank at JP Morgan you will be ... institutional clients. You will work in a team-oriented environment with Bankers, Client Service Associates, various Product Partners, and Operations teams to… more
- JPMorgan Chase (Chicago, IL)
- …broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Associate Lead within JP Morgan Advisors, you will be ... offers the opportunity to become a Subject Matter Expert within the team, manage Client Service Associates' daily workload, and help develop and execute the… more
- JPMorgan Chase (Tempe, AZ)
- …delivers premier client service , JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at JP Morgan you will be ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- The Walt Disney Company (Anaheim, CA)
- …multiple Wealth Advisors with accumulated AUM totaling $100 million or more. The Executive Client Service Associate is responsible for performing in this ... and sales goals. This role also involves identifying and servicing client /member financial needs by means of cross-selling multiple financial products/services in… more
- American Red Cross (DC)
- …and technology policy, compliance, and standards to reduce risk. This Associate Service Designer will support our disaster client care digital products. RC ... our digital products support successful mission delivery. As an Associate Service Designer, you will apply design...services to our clients in need 24/7. The Shelter Client Information App is a new mobile application used… more