Jobs near Wilmington: 3,217
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Relevance Score ranked on: CLIENT SERVICE
Manager, AML Reporting & Compliance Client Services
Wilmington
Manager, AML Reporting & Compliance Client Services Wilmington, DE Monday - Friday, 9 am - 6 pm On-site Some of the things you’ll be doing: Serves as the designated AML compliance officer, money laundering reporting officer and/or deputy money laundering reporting officer to client entities, with the...
Search Terms: Client Service, Compliance, Manager, Reporting, Business Services
89.9
0mi
Updated: July 19
Registered Client Service Associate
Wilmington
Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the ...
Search Terms: Client Service, Associate, Registered, Service, Asset Manager
89.1
0mi
Updated: July 11
Senior Client Service Manager - Strategic - DE
Wilmington
Partner with assigned Client Managers to maintain and grow existing business and ensure that positive account relationships are maintained. The job works with Delaware’s strategic clients to assist in the preparation of proposals, meeting materials and/or sales collateral during the account renewal p...
Search Terms: Service Manager, Client Service, Manager, Strategic, Senior
88.1
0mi
Updated: June 20
Client Services Associate
Wilmington
Would you say you have experience providing world class customer service working with financial products including securities, stocks, bonds, mutual funds, and derivatives? A global wealth and asset management firm is currently seeking to bring on a Client Services Associate at their Wilmington, DE o...
Search Terms: Client Service, Associate, Retail, Staffing, Client
85.6
3.6mi
Updated: July 08
Client Service Associate - Non-Registered
West Chester
The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtainin...
Search Terms: Client Service, Associate, Registered, Financial Advisor, Branch Manager
85.1
17mi
Updated: July 26
U.S. Private Bank - Client Service Associate
Newark
If you are a collaborative team member, solutions orientated and delivers premier client service, J. P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at J. P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You wi...
Search Terms: Client Service, Associate, Private, Service, Microsoft
82.8
14mi
Updated: July 03
U.S. Private Bank Client Service - Fund Administrator Servicing Associate - Vice President
Newark
If you are a collaborative team member, solutions orientated and delivers premier client service, J. P. Morgan is the place for you! As a Fund Administrator Servicing Associate within the U.S. Private Bank at J. P. Morgan you will be responsible for maintaining, deepening and enriching fund administr...
Search Terms: Client Service, Vice President, Administrator, Associate, Fund
82.3
14mi
Updated: June 22
Wealth Client Associate
Wilmington
Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with ...
Search Terms: Client Associate, Wealth, Client Service, Client Relations, Associate
80.3
0mi
Updated: July 02
Senior Trust Administrator
Wilmington
Under minimal or no supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer’s discretion. Escalates risk issues identified in work assignments. Takes ownership coordinating membe...
Search Terms: Trust, Tax Accountant, Administrator, Client Service, Client Relations
75.5
0mi
Updated: July 14
Pet Hotel Receptionist
Newtown Square
Client Service Representative. We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement – your pet’s health is our top priority and excellent service is our goal – very seriously. With every opportunity, we aim to exceed each...
Search Terms: Receptionist, Hotel, Client Service, Administrative, Animal Care
75.3
19mi
Updated: July 20
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