- JPMorgan Chase (New York, NY)
- …Real Estate sector? The Commercial Term Lending (CTL) team at JPMorgan Chase is seeking a Senior Client Associate who will play a vital role in evaluating ... building relationships, and helping clients grow their real estate portfolios. As a Senior Client Associate within the Commercial Term Lending (CTL)… more
- 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 ... delivering exceptional client service . The Senior Client Service Associate...field preferred. + 5+ years of experience in financial services , with a solid understanding of broker-dealer operations and… more
- CIBC (San Francisco, CA)
- …about 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 ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in working… more
- Wells Fargo (Wayne, PA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- JPMorgan Chase (Jersey City, NJ)
- …delivers premier client service , JP Morgan is the place for you! As a Senior Client Service Associate within the Latin America Private Bank at JP ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- JPMorgan Chase (Houston, TX)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Capital One (Charlotte, NC)
- Senior Associate , Client Services Are you looking...to join the team. We are currently searching for a Senior Associate , Client Service . ... **Ideal Candidate** **:** At the Senior Associate level, you will be a team member in...certification + At least 2 years of experience in client services or customer service … more
- Publicis Groupe (New York, NY)
- …finance and marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate… more
- JPMorgan Chase (New York, NY)
- …level up how they shop and get more from the brands they love. As a Senior Associate , Client Success Manager within Chase Media Solutions, you will report ... to the Client Success Team Lead and foster strong relationships with...& convenience, retail, travel Chase is a leading financial services firm, helping nearly half of America's households and… more