- Kestra Financial (Raleigh, NC)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None ... Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients… more
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- …Word, Excel and PowerPoint. -Knowledge of the Fifth Third banking systems is preferred. Sr . Client Service Associate , Wealth & Asset Management ... or BS/BA is preferred. -Brings a minimum of 3 years of successful banking/ client service experience in retail, commercial, business, private banking, and/or … more
- Morgan Stanley (Miami, FL)
- … by modernizing the client experience through an elevated standard of care. The Senior Client Service Associate assists with the development and ... (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** *Florida-Miami* **Requisition… more
- Morgan Stanley (Seattle, WA)
- …**Wealth Management* **Title:** *Private Wealth Management Sr . Registered Client Service Associate **Location:** *Washington-Seattle* **Requisition ID:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Raymond James Financial, Inc. (Buffalo, NY)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- CIBC (San Francisco, CA)
- …contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Client Service Associate executes the ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **Responsibilities include:** + Prepare… more
- Morgan Stanley (Washington, DC)
- …**Wealth Management* **Title:** *Private Wealth Management Senior Registered Client Service Associate * **Location:** *District of Columbia-Washington* ... *POSITION SUMMARY* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through… more
- HUB International (Bethesda, MD)
- …and other client account forms + Run reports and provide status updates to senior client service associate (s) on new account forms, confirming ... we are passionate about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our… more
- Raymond James Financial, Inc. (Fayetteville, AR)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- JPMorgan Chase (Plano, TX)
- As a Client Service Associate , you are a trusted member of the client 's team and deeply connected to deliver the growth and success for an assigned ... In this role, you will serve as the primary point of contact for each client assigned to your portfolio. The assigned client portfolio may be comprised of… more
- JPMorgan Chase (Tampa, FL)
- …you are passionate about resolving escalations, you have found the right team! As a Client Service Associate - Escalation Manager (Tier 3) in Payments, you ... the Global Incident Management team and other partners providing information regarding client impacts, product, and helpdesk impacts. Maintain Senior leadership… more
- Huntington National Bank (Columbus, OH)
- Description Summary: The Commercial Client Service Associate Senior provides administrative and operational support for the Commercial Services Team. ... Within the assigned portfolio, the colleague assists in obtaining client information and document reviews necessary to establish commercial deposit accounts and… more
- JPMorgan Chase (Charlotte, NC)
- …arise with the use of our complex treasury and cash management products and services. As a Client Service Sr . Associate in the Commercial Bank, you will ... Operations, Sales partners, and Bankers located in the United States and across the globe. Client Service Senor Associates are a trusted member of the client… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …function as a small family office for their clients. They're currently looking for a Senior Client Services Associate to join their team, and this position ... who will take ownership of their responsibilities and will actively help improve client service and process. * Great communication skills - verbal and written. *… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and assistance on projects and job functions within the department. Associate will be responsible for supporting department training including the maintenance ... * Monitors and resolves issues related to regulations regarding client accounts, to identify potential problems or status of...stressful situations and provide a high level of customer service in a calm and professional manner. * Partner… more
- JPMorgan Chase (Tampa, FL)
- …Latin America corporate or financial institution clients via transactional inquiries. As a Client Service Manager, you will be directly responsible for the day ... to day operations, client service delivery and management as well... satisfaction, efficiency, and control + Work directly with senior managers globally to identify technology, resource and/or process… more
- Kestra Financial (Westport, MA)
- …to detail, and time management skills. Essential Duties and Responsibilities * Supports Financial Advisor/ Senior Client Service Associate of a large book ... solve the needs of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing superior client experience. This… more
- Kestra Financial (Raleigh, NC)
- …customer service , attention to detail, and time management skills * Supports Financial Advisor/ Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent… more
- Kestra Financial (Sewickley, PA)
- …as point of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, ... The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent… more
- TD Bank (Marlton, NJ)
- … client service to achieve greater share of wallet. The Private Client Service Associate will support other team members (Relationship Managers, Trust ... + May act as a subject matter expert to Client Associate team + Ensures those existing...of account administration, retention and projects + Completes assigned administrative/ Client service tasks within policy and operating… more