Private Client Service Associate Jobs | Glassdoor

Private Client Service Associate Jobs

1,133 Jobs
Created with Sketch.
Filters
Created with Sketch.
Filters
  • 3.5
    Canadian Imperial Bank of Commerce – Denver, CO
    Est. Salary $27k-$39k
    11 days ago 11d
    The Client Service Associate provides account administrative support for high net worth client portfolios and is responsible to… and bring about resolution of all client issues. * Provide integral support for client service teams and special projects.…
  • 3.6
    CIBC World Markets – Denver, CO
    Est. Salary $38k-$54k
    12 days ago 12d
    The Client Service Associate provides account administrative support for high net worth client portfolios and is responsible… integral support for client service teams and special projects. * Achieve and sustain a balanced approach to managing risk by ensuring…
  • 2.5
    Intria – Denver, CO
    Est. Salary $28k-$39k
    12 days ago 12d
    The Client Service Associate provides account administrative support for high net worth client portfolios and is responsible… integral support for client service teams and special projects. * Achieve and sustain a balanced approach to managing risk by ensuring…
  • 3.6
    TD Bank – Portland, ME
    Est. Salary $27k-$38k
    19 days ago 19d
    The Private Client Service (PCS) Associate II performs specialized administrative tasks in support of one or more wealth management… may improve overall productivity and Client satisfaction. Qualifications  Associate’s degree and/or Bachelor’s degree  1-2…
  • 3.5
    Canadian Imperial Bank of Commerce – New York, NY
    Est. Salary $28k-$40k
    10 days ago 10d
    prepare correspondence, maintain files Integral support for client service teams and special projects as assigned/requested Handle… years' experience in trust and/or investments * Strong client service orientation * Proficient with Microsoft Word, Outlook…
  • 3.2
    Arthur J. Gallagher & Co. – Lafayette, CA
    Est. Salary $30k-$45k
    27 days ago 27d
    Branch Client Service Management Manager or the Branch Client Service Supervisor. The Branch Client Service Associate contributes… Production team members and the Client Service function. This position is for the Private Client segment of our personal insurance…
  • 3.6
    CIBC World Markets – New York, NY
    Est. Salary $39k-$55k
    11 days ago 11d
    prepare correspondence, maintain files Integral support for client service teams and special projects as assigned/requested Handle… years’ experience in trust and/or investments *Strong client service orientation *Proficient with Microsoft Word, Outlook,…
  • 2.5
    Intria – New York, NY
    Est. Salary $28k-$40k
    10 days ago 10d
    prepare correspondence, maintain files Integral support for client service teams and special projects as assigned/requested Handle… years’ experience in trust and/or investments *Strong client service orientation *Proficient with Microsoft Word, Outlook,…
  • 3.6
    JPMorgan Chase & Co. – Scottsdale, AZ
    Est. Salary $51k-$93k
    1 days ago 1d
    needs of a Private Banking client. Client Service Associates works in a complex team-oriented and fast paced environment with advisors… facilitating the daily unique and complex service needs of the Private Bank's client base. Service is delivered in a team-based model…
  • 3.7
    Morgan Stanley – New York, NY
    25 days ago 25d
    existing client relationships. The PWM Registered Associate provides ongoing day-to-day support of a Private Wealth Advisor… streamlining the service model and operational procedures for the team -Providing account information to clients and Private Wealth Advisors…
  • 3.3
    Kelmar Associates LLC – Wakefield, MA
    4 days ago 4d
    Apply Now CLIENT SUPPORT ASSOCIATE Kelmar is growing and we have an immediate opening for a Client Support Associate. This position… Client Support Associate Location MA - Wakefield Job Code 100063 # of openings 1 Apply…
  • 3.6
    J.P. Morgan – Chicago, IL
    Est. Salary $35k-$48k
    4 days ago 4d
    responsible for assisting Private Bank clients with all aspects of the online experience. The Client Service Associate works in a team-oriented… The Client Service Associate is the primary point of contact for all online related needs of a Private Banking client. He/she…
  • 4.2
    Centro – Los Angeles, CA
    Est. Salary $51k-$75k
    4 days ago 4d
    of Centro’s sales team, the primary goal of the Client Development Associate (CDA) is to research and provide customer intelligence… specific needs of the prospect for each meeting. Participate in client relationship meetings as agreed upon with the AL. Ensure that…
  • 2.7
    Scottrade – Grosse Pointe Farms, MI
    4 days ago 4d
    our branches to provide guidance to our clients. Throughout 2017, our branch associates will acquire additional licensing (Series… building a lasting client relationship and meeting their financial needs. Cultivate on-going relationships with clients, prospects and…
  • 3.6
    J.P. Morgan – Houston, TX
    Est. Salary $65k-$117k
    12 days ago 12d
    JPMorgan Private Bank Client Service Associate - Private Bank Client Service Solutions Center JPMorgan Private Bank has… The Client Service Associate is the primary point of contact for all service related needs of a Private Bank client. He/she…
  • 4.4
    RocketSpace – San Francisco, CA
    10 days ago 10d
    brand further into the future. Description: Our Client Engagement Associates are responsible for primary and secondary research… members and clients Dig deep into startup and industry research for client engagements Assist team to refine client engagement…
  • 3.6
    Central Pacific Bank – Honolulu, HI
    11 days ago 11d
    Company Core Values of Teamwork, Integrity and Exceptional Service (TIES). Minimum Qualifications Education…
  • 2.7
    Scottrade – Delafield, WI
    5 days ago 5d
    our branches to provide guidance to our clients. Throughout 2017, our branch associates will acquire additional licensing (Series… building a lasting client relationship and meeting their financial needs. Cultivate on-going relationships with clients, prospects and…
  • 3.7
    Full Creative – Billings, MT
    EASY APPLY
    14 days ago 14d
    everyone who has expressed their interest in our Client Experience Associate position. We have officially filled this position… using a cloud-based phone system to give our clients' callers exceptional service that leaves them happier than when they started…
  • 3.9
    Alliant Credit Union – San Mateo, CA
    Est. Salary $61k-$87k
    3 days ago 3d
    members, and other duties as necessary. Licensed Client Services Associates will process mutual fund trades. Responsibilities… their dedicated Financial Consultants through exemplary service for clients and prospects, skilled administrative and operational…
  • 2.7
    Scottrade – San Diego, CA
    4 days ago 4d
    our branches to provide guidance to our clients. Throughout 2017, our branch associates will acquire additional licensing (Series… building a lasting client relationship and meeting their financial needs. Cultivate on-going relationships with clients, prospects and…
  • 3.6
    J.P. Morgan – Chicago, IL
    Est. Salary $35k-$48k
    14 days ago 14d
    of a Private Banking client. Client Service Associates work in a complex team-oriented and fast paced environment with advisors… facilitating the daily unique and complex service needs of the Private Bank’s client base. Service is delivered in a team-based model…
  • 3.3
    State Farm Insurance – Westland, MI
    1 days ago 15hr
    seeking Client Care Associates to join our team! You will be responsible for helping customers by providing product and service information… and life and health licensed Ability to build rapport with clients Ability to prioritize and multitask Positive and professional…
  • 4.0
    American Century Investments® – Kansas City, MO
    27 days ago 27d
    Cultivate client relationships and build loyalty by providing efficient, effective, and friendly client service Articulate… of education and work experience Financial Services or Client Service experience preferred Work Environment Call center…
  • 3.6
    J.P. Morgan – United States
    Est. Salary $49k-$90k
    11 days ago 11d
    Summary: The Private Bank Client Service Analytics Associate is to support the development and delivery of Client Service Analytics… facilitating the daily unique and complex service needs of the Private Bank’s client base. Service is delivered in a team-based model…
  • 3.5
    FHLBank San Francisco – San Francisco, CA
    10 days ago 10d
    and Community Investment regulations and policy; public and private financing sources available, the Low-income Housing Tax Credit…
  • 3.8
    Lenox Advisors – Los Angeles, CA
    Est. Salary $35k-$51k
    13 days ago 13d
    office for a Client Service Associate, supporting a successful Financial Advisor/Insurance Producer. The Client Service Associate… the new client gathering process, as well as servicing of existing client relationships. The Client Services Associate must provide…
  • 2.7
    Scottrade – Flushing, NY
    13 days ago 13d
    our branches to provide guidance to our clients. Throughout 2017, our branch associates will acquire additional licensing (Series… building a lasting client relationship and meeting their financial needs. Cultivate on-going relationships with clients, prospects and…
  • 3.5
    NRECA – Arlington, VA
    Est. Salary $34k-$50k
    3 days ago 3d
    Veteran Status/Genetic Data Summary Institutional Client Service Associate Summary Support distribution… role will be client facing with sophisticated telephone interaction with existing advisor and institutional clients as well as prospects…
  • 2.6
    GAIN Capital – Bedminster, NJ
    Est. Salary $32k-$47k
    26 days ago 26d
    Forex securities servicers, we combine unrivalled client service with innovative technology that delivers rich client data in user-… JOB SUMMARY: Positions in Client Service are responsible for responding to client inquiries in an accurate and timely manner…
Page 1 of 38
Be the first to get new jobs like these: