- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial Planner and manages… more
- Publicis Groupe (Troy, MI)
- …Impact** You will manage existing accounts and acquire new customers within the Financial Services and Insurance industries. You will act as primary liaison for your ... in driving revenue growth from existing accounts and supporting new client acquisitions. You'll also Develop and present value-driven marketing solutions utilizing… more
- Publicis Groupe (Birmingham, MI)
- …Associate Director. At the macro level, for their assigned client , the Senior Associate will manage financial reporting and compliance; ensure that ... and provide a critical foundation for the agency. The Senior Associate , Client Operations supports...Operations processes, such as stewarding billing verification and completing client -facing financial deliverables + Serve as an… more
- Robert Half Office Team (Los Angeles, CA)
- …at every interaction. As we continue to grow, we're looking for a detail-oriented, proactive Client Services Senior Associate to join our team in the South ... client -focused environment and is ready to take their financial services career to the next level. What You'll...the next level. What You'll Be Doing As a Client Services Senior Associate , you'll… more
- Wells Fargo (Burlington, VT)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- JPMorgan Chase (Plano, TX)
- … client satisfaction and business outcomes is key. As a Senior Associate in the Executive Office of Client Transfers within JP Morgan Wealth Management, ... to business leaders; present program updates, advisor trends, and client outcomes to senior leadership. **Required qualifications,...and skills** + Possess 3+ years of experience in financial services + Work directly with field managers and… more
- CIBC (San Francisco, CA)
- …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 ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… more
- JPMorgan Chase (Plano, TX)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve ... will interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client... Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for… more
- JPMorgan Chase (Plano, TX)
- …and sales to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Client Consulting, you ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… more
- Raymond James Financial, Inc. (Conshohocken, PA)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting and tracking of Financial … more