- Truist (Columbia, MD)
- …development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Truist (Tampa, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- JPMorgan Chase (Jersey City, NJ)
- …focus specifically on Middle Office Asset Servicing (Corporate Actions). As an Asset Servicing Client Service Senior Associate in the Prime Middle Office ... responsible for managing some of our Top Tier Prime Brokerage client relationships and supporting the global...successful voluntary corporate action election. + Provide a best-in-class client service experience. + Comply with the… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... Provide support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... JPMorgan's global equity trading desks. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
- Coldstream Wealth Management (Mercer Island, WA)
- …a fantastic opportunity to join one of our largest wealth management teams! As a Client Service Associate , you will learn the Registered Investment Advisor ... and proactively preparing meeting materials + Coordinating the new client onboarding process: + Opening brokerage accounts,...a finance or related focus is strongly preferred Keyword: Client Service Associate From: Coldstream… more
- WTW (Milwaukee, WI)
- …wellbeing, life, disability, and absence management benefits for clients. + Partnering with client service team leader to deliver superior project management + ... **Description** As a Health and Benefits Lead Associate you will contribute to a wide variety...Providing superior client service in response to everyday … more
- Coldstream Wealth Management (Seattle, WA)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the ... and proactively preparing meeting materials + Coordinating the new client onboarding process: + Opening brokerage accounts,...an annual bonus and a generous benefits package. Keyword: Client Service Associate From: Coldstream… more
- Wells Fargo (Pasadena, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Wells Fargo (Ann Arbor, MI)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory firm. ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development support, a… more
- Wells Fargo (Atlanta, GA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Wells Fargo (Syracuse, NY)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- Wells Fargo (Bloomington, MN)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Wells Fargo (Texarkana, TX)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- WTW (Chicago, IL)
- …+ Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively ... **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety...with vendors and key clients internally and externally, create client deliverables and ensure quality standards are met. You… more
- Comerica (Dallas, TX)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- US Bank (Spokane Valley, WA)
- …contact and profile existing clients, leads, and prospects - Prior sales and service experience relating to Brokerage and Investment Advisory business is ... **Job Description** Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of US Bancorp Investment… more
- Wells Fargo (St. Louis, MO)
- **About this role:** Wells Fargo is seeking a Securities Operations Associate to join the Client Mailing Team within Wealth & Investment Management. Learn more ... issues and achieve goals + Build expertise in operational processes including client account onboarding, cash payments, customer service , funding operations,… more
- US Bank (Denver, CO)
- …**Job Description** Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of US Bancorp Investment ... paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists… more