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Client Service Associate Jobs in Phoenix, Arizona

12 jobs

THE ROLE A successful Client Services Associate will be responsible for investor service, asset retention, strengthening the Cole brand, and investor satisfaction as part of a client service team. The position will be a first contact point for Cole investors and advisors and will work with the Client Services team, Sales and other Departments on investor issues. Responsibilities will include: M...
THE ROLE A successful Client Services Associate will be responsible for investor service, asset retention, strengthening the Cole brand, and investor satisfaction as part of a client service team. The position will be a first contact point for Cole investors and advisors and will work with the Client Services team, Sales and other Departments on investor issues. Responsibilities will include: M...
THE ROLE A successful Client Services Associate will be responsible for investor service, asset retention, strengthening the Cole brand, and investor satisfaction as part of a client service team. The position will be a first contact point for Cole investors and advisors and will work with the Client Services team, Sales and other Departments on investor issues. Responsibilities will include: M...
J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Priv...
J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Priv...
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
*J.P. Morgan Private Bank*is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth and ultra-high net worth individuals and families around the world. The Private Bank addresses every facet of wealth management including investment management and brokerage, tax and estate planning, banking and credit, capital raising, and s...
J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Priv...
J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth and ultra-high net worth individuals and families around the world. The Private Bank addresses every facet of wealth management including investment management and brokerage, tax and estate planning, banking and credit, capital raising, and sp...
SUMMARY OF RESPONSIBILITIES Assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...
Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communication with all ...
Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communication with all ...