- USAA (Phoenix, AZ)
- …USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. ... USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.… more
- Raymond James Financial, Inc. (Duluth, MN)
- … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem ... to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- Wealth Enhancement Group (Akron, OH)
- …please visit www.wealthenhancement.com. Our Akron, OH office is looking for a Client Service Associate to serve as the liaison between the client and ... Learn company product suitability guidelines, financial operational processes, and financial sales processes Support client service functions for all teams… more
- TBK Bank, SSB (Dallas, TX)
- …achieve their financial goals. Position Summary: As a Client Services Associate , you'll have the opportunity to build professional relationships and provide ... while delivering with humility. We thrive on providing exceptional customer service , and we look for friendly professionals dedicated to helping customers… more
- Cerity Partners (Chicago, IL)
- The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. ... to detail, and a commitment to providing friendly and professional client service . The role also involves...options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional … more
- Knighted Ventures (Livermore, CA)
- …and promptly reporting any suspicious activity. You'll help foster exceptional customer service by nurturing a positive and professional environment for both ... bring your skills to the table as a Gaming Associate at Knighted. Whether you're a student on break,...every step of the way, supporting your journey to financial success through continuous learning and skill development. Robust… more
- Wealth Enhancement Group (Naples, FL)
- …visit www.wealthenhancement.com. Our Naples, FL office is looking for a part-time Client Service Associate to develop and manage the new client team, client ... beverages and treats, ensure the Reception Area is proper for client visits) Client Service Duties Support financial advisors and their clients by leading and… more
- Raymond James Financial, Inc. (Memphis, TN)
- …the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver ... to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- Morgan Stanley (Alpharetta, GA)
- …clients and Financial Advisor teams. Position Overview : The Client Service Associate is responsible for understanding firm policies, procedures, and digital ... professional , looking to jumpstart your career in the financial sector? Are you a team player, looking to... professional A Typical Workday as a Client Service Associate : Manage daily volume of… more
- Wealth Enhancement Group (Tarrytown, NY)
- …For more information, please visit www.wealthenhancement.com. We have an exciting opportunity for an Associate Financial Advisor . As an AFA, you will work as ... financial advisory team to actively manage client relationships with excellent service Assist the Financial Advisor during client meetings and with follow-up… more
- Wedbush Securities (San Diego, CA)
- …Our San Diego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and senior management. ... leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced… more
- Raymond James Financial, Inc. (San Francisco, CA)
- … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem ... stressful situations and provide a high level of customer service in a calm and professional manner....School Diploma or equivalent and five (5) years of financial services industry service experience. *OR ~… more
- Oppenheimer & Co. Inc. (Jericho, NY)
- …& Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. The RCSA's primary ... & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in… more
- Jamie Grayem (Providence, RI)
- Wealth Management Client Associate / Financial Advisor Support Providence, RI, US $30.00 - $42.00 /hr. + Team Performance Bonus + Full Benefits MUST HAVE 7/66 ... (63/65) This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting… more
- Advisor Employee Services (Irvine, CA)
- Client Service Specialist Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy ... Laguna Hills, CA is seeking to add a Client Service Administrator to our team! The ideal candidate for...someone who has the desire to work in the financial industry long-term and contribute to the growth of… more
- Robert W Baird & Co (Nashville, TN)
- The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 ... portfolio management and analysis and/or investment analysis. As an Associate Financial Advisor, you will: Operate within... Advisor, you will: Operate within the team's client service and wealth management strategy to ensure high quality… more
- RIA Recruiting (Katy, TX)
- …a growing financial advisory firm located in Katy, TX, is seeking a Client Service Associate to join our growing team. We are a financial planning ... Life and Disability Insurance Learning opportunities Great working environment with professional growth opportunities Healthy work-life balance is a priority to us,… more
- Raymond James Financial, Inc. (Hanover, NH)
- … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem ... to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- NFP (Royal Oak, MI)
- …openings via our Careers Pager at https://careers.nfp.com. We're looking for a Client Service Associate to join our team. Ideal candidates will be responsible ... High School Diploma Required; College Degree Preferred 1-3 years client service experience, preferably within financial services Previous experience processing… more
- Morgan Stanley (El Segundo, CA)
- …policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Perform administrative duties that ... POSITION SUMMARY: Senior Registered Client Service Associates (CSAs) help shape the future of...examples Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with… more
