"Client Services Associate I" Jobs in United States

Client Services Associate I

Amerant Bank · Miramar

To provide superior standards of service to an assigned portfolio of customers (personal & commercial) with the objective to strengthen customer loyalty and retention, ensuring excellent customer service. Responsible of

Client Services Associate I

Ibgllc · Chicago

About the Company Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its a

Client Services Associate I (Bilingual Portuguese Fluent)

Interactive Brokers Group, Inc. · Fort Lauderdale

About the Company Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its a

Client Services Associate II

Amerant Bank · Miramar

Responsibilities: Provides day-to-day personalized customer service under quality standards defined by the Bank for the international client. Review and verify documentation and information for the openings of new intern

Client Services Associate I (Bilingual Spanish Fluent)

Interactive Brokers · Fort Lauderdale

About the Company Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its a

Client Services Associate I, Prenatal

BillionToOne · Union City

A Rare Opportunity to Shape the Future of Genomics Join a team of brilliant, passionate innovators determined to transform healthcare. At BillionToOne, we've built a category-defining, publicly traded company on Nasdaq w

Non – Registered Client Service Associate

Stifel · Bethlehem

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a who

Client Service Associate (CSA)

Stevens Foster Financial Advisors · Bloomington

Role Summary The Client Service Associate (CSA) provides operational and client service support across Financial Planning, Tax, and Investment teams. This role ensures account activity, tax workflows, money movement, an

Registered Client Service Associate

Ameriprise Financial, Inc. · Phoenix

About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries,

Client Service Associate

Ameriprise Financial · Bowling Green

About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries,

Associate Director, Client Services

Whalar Group · New York City

Job Title: Associate Director, Client Services Location: New York, NY Start Date: ASAP Whalar, part of Accenture Song is the leading, most awarded Creator and Social agency. We transform brands into cultural drivers by u

Client Services Associate (10:00 AM - 6:30 PM)

Sales and Customer Experience · Boston

About the Job: The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FM

Client Services Associate (11:30 AM - 8:00 PM)

Sales and Customer Experience · Morrisville

About the Job: The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FM

Latin America Private Bank - Senior Client Service Associate (Portuguese Speaking)

JPMorgan Chase & Co. · Houston

As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of cont

Latin America Private Bank - Senior Client Service Associate (Portuguese Speaking)

JPMorgan Chase · Houston

As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of cont