- Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG (Miami, FL)
- …planning and researchInitiate and develop relationships with appropriate levels of client 's management teamMaintain active communication with senior leadership ... TAX SENIOR :We seek highly motivated entry level accounting professionals...on multiple projects at a given time.Motivated to meet client deadlines and provide superior client serviceA… more
- Zions Bancorporation (Houston, TX)
- …a leading market share in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies ... Zions Capital Markets. Zions Capital MarketsZions Capital Markets provides targeted, client -driven financing and advisory solutions to help companies across our… more
- Kestra Financial (Hartford, CT)
- Summary The Client Service Associate reports to the Senior Client Service Associate , Lead Advisor, or Principal Advisor and is critical to ... pursuit of business objectives. + Other responsibilities as assigned by the Senior Client Service Associate , Lead Advisor, or Principal Advisor. Supervisory… more
- CIBC (Atlanta, GA)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Client Service Associate supports Senior Relationship Managers ... but not limited to the following:** + Integral support for Senior Relationship Management team + Administrative support: telephone back-up, prepare correspondence… more
- Morgan Stanley (Miami, FL)
- …by modernizing the client experience through an elevated standard of care. The Senior Client Service Associate assists with the development and growth of ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:**… more
- Morgan Stanley (Seattle, WA)
- …its workforce. M/F/D/V **Job:** **Wealth Management* **Title:** *Private Wealth Management Senior Registered Client Service Associate * **Location:** ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Morgan Stanley (Savannah, GA)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Wells Fargo (Frisco, TX)
- **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 review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- Wells Fargo (Syracuse, NY)
- **About this role:** Wells Fargo is seeking a Profit Formula Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- CIBC (San Francisco, CA)
- …contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Client Service Associate executes the more ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **Responsibilities include:** + Prepare and… more
- S&P Global (IL)
- …participants who rely upon our world-renowned indices, research, and commentary. **The Role:** Senior Associate , Insurance - Client Coverage, North America ... portfolios, and developing investment strategies. **The Team:** The North American Client Coverage Team is responsible for sales and licensing of intellectual… more
- JPMorgan Chase (Charlotte, NC)
- …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 ... the globe. You are a trusted member of the client 's team and deeply connected to deliver the growth...serve as the primary point of contact for each client assigned to your portfolio. You will interact with… more
- KPMG (Sacramento, CA)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 112753 - 9 **Function:** Tax Services **Area of ... firm. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services… more
- Capital One (Mclean, VA)
- Center 1 (19052), United States of America, McLean, Virginia Senior Associate - Client Development Capital One Shopping is looking for a Senior ... them succeed in leveraging Capital One Shopping's suite of solutions. In this client -facing role, the team is looking for a highly detail-oriented individual with… more
- JPMorgan Chase (New York, NY)
- …data to spark change, and guide customers' trust during crucial onboarding moments. As a Client Success Associate in Liink by JP Morgan, you support our clients ... client implementations and internal strategic business initiatives. As a Client Success Associate , you will be leading client technical implementation and… more
- JPMorgan Chase (Charlotte, NC)
- …the use of our complex treasury and cash management products and services. As a Client Service Sr. Associate in the Commercial Bank you will resolve client ... located in the United States and across the globe. **Role Summary** As a Client Service Senor Associate you are a trusted member of the client 's team and… more
- Raymond James Financial, Inc. (Las Vegas, NV)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... * Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Publicis Groupe (Seattle, WA)
- …and sociology, psychology, and other liberal arts disciplines. **Job Description** Overview: The Senior Associate , Client Operations will be part of a ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate… more
- Publicis Groupe (New York, NY)
- …and sociology, psychology, and other liberal arts disciplines. **Job Description** Overview: The Senior Associate , Client Operations will be part of a ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate… more
- Publicis Groupe (Chicago, IL)
- **Company Description** **Job Description** The Client Associate will grow a current book of business. They will identify, influence, present, close deals with ... internal resources for the preparation and delivery of objective based solutions for client + Create and deliver customized sales opportunities that address the … more
