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Client Service Associate Jobs

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POSITION SUMMARY: The associate will provide world-class customer service to our client base. The associate will ensure that all service requests are handled in a timely and accurate manner and if there are any issues they will work to resolve these and escalate on a case-by-case basis. The associate must work to ensure that all call quality standards are met and/or exceeded and will further work...

POSITION SUMMARY: The associate will provide world-class customer service to our client base. The associate will ensure that all service requests are handled in a timely and accurate manner and if there are any issues they will work to resolve these and escalate on a case-by-case basis. The associate must work to ensure that all call quality standards are met and/or exceeded and will further work...

Client Advisory Center - Registered Client Service Associate Job Number: : 3057591 Posting Date : Aug 21, 2015 Primary Location : Americas-United States of America-Florida-Temple Terrace Education Level: Refer to Position Description Job : Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: The associate will provide world-class customer s...

Client Advisory Center - Registered Client Service Associate Job Number: : 3054635 Posting Date : Jul 9, 2015 Primary Location : Americas-United States of America-Florida-Temple Terrace Education Level: Refer to Position Description Job : Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: The associate will provide world-class customer se...

Client Advisory Center - Registered Client Service Associate Job Number: : 3035976 Posting Date : May 26, 2015 Primary Location : Americas-United States of America-Florida-Temple Terrace Education Level: Refer to Position Description Job : Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: The associate will provide world-class customer s...

Associate is accountable for providing quality customer service support within their business unit for some Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound calls or emails utilizing professional oral, written and problem solving skills. Accountabilities include but are not limited to providing account balances and activit...

Primary responsibility is to be the day-to-day liaison with clients, accountable for the quality of service provided and to maintain client relationships in coordination with the team and other support groups. Service a portfolio of relationships performing various banking transactions to meet client needs. Support business plan consistent with the financial and market development goals of the ban...

JOB SUMMARY City: Salt Lake City Address: 299 South Main St Work Hours/Week: 40 Work Environment: Regional Office Employment Type: Regular - U.S. Pay Type: Salaried Exempt/Non-Exempt: Non-Exempt People Manager: No Job Posting End Date: 09/05/2015 Req ID: 95697 Posting Notes: N/A Reports to: Administrative Complex Manager Department: Private Client Group PURPOSE Provides administrative...

JOB SUMMARY City: Madison Address: P.O. Box 1608 10 E. Doty St., Suite 1000 Work Hours/Week: 40 Work Environment: Regional Office Employment Type: Regular - U.S. Pay Type: Salaried Exempt/Non-Exempt: Non-Exempt People Manager: No Job Posting End Date: 07/06/2015 Req ID: 90048 Posting Notes: N/A Reports to: Administrative Complex Manager Department: Private Client Group PURPOSE Provide...

Wilshire Associates, a leading global independent investment consulting and services firm, provides consulting services, analytics solutions and customized investment products to plan sponsors, investment managers and financial intermediaries. Its business units include, Wilshire Analytics, Wilshire Consulting, Wilshire Funds Management and Wilshire Private Markets. With ten offices on four contin...

Senior Client Service Associate (601/Associate Level) Private Banking – Series 7&63 – Delaware-150077139 Job Description 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 man...

Private Banking, Client Service Associate Online Support, Private Bank Service Center, Chicago-150087736 Job Description Client Service Associate Job Description The Client Service Associate is the primary point of contact for all online related needs of a Private Banking client. He/she is responsible for assisting high/ultra high net worth clients with all aspects of the online experience. The...

Consumer Sales & Support Associate Position Open! If you have great people skills and enjoy working with the public, we want to meet you! Diamond Edge Solutions is seeking a full-time Client Services Associate who is career minded and possesses unmatched people skills. This is an entry level opening NOT in a call center environment. Servicing the general public with a smile and a handshake is ...

Consumer Sales & Support Associate Position Open! If you have great people skills and enjoy working with the public, we want to meet you! Chicago Marketing is seeking a full-time Client Services Associate who is career minded and possesses unmatched people skills. This is an entry level opening NOT in a call center environment. Servicing the general public with a smile and a handshake is why o...

JPMorgan: J.P. Morgan is a leading global financial services firm with assets of $2.1 trillion and operations in more than 60 countries. The firm is a leader in investment banking , financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. Information about J.P. Morgan is available at www.jpmorganchase.com . Ab...

About J.P. Morgan Corporate & Investment Bank J.P. Morgan’s Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provid...

Company Confidential
Client Services Associate – Financial Services If you are an enthusiastic, hard-working multi-tasking client services representative who wants to work full-time in a friendly, fast-paced and growing financial services firm where you can make an immediate contribution, you do not want to miss this great opportunity! We are an independent RIA firm located in Braintree, MA, where our team of financ...

Customer Service Associate-ASSET SRVCS CLIENT SERVICE ( Job Number: 1512211) For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure inves...

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon...

Customer Service Associate II-PAS CLIENT SERVICE ( Job Number: 1511502) For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investment...