- Kestra Financial (Raleigh, NC)
- 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 ... creating the life they envision. Who We Want: The client service associate plays a...Broker Dealer for new account establishment, account maintenance, and compliance + Process, submit, and service all… more
- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... regular basis. Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of… more
- CIBC (San Francisco, CA)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Client Service Associate executes the more complex ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **Responsibilities include:** + Prepare… more
- Kestra Financial (Avon, CT)
- The Administrative Assistant (AA)/ Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and ... in person and over the phone, facilitating and resolving client service requests, scheduling client ...Service clients' accounts. + Handle miscellaneous operational and compliance activities. + Assist with general administrative tasks: -… more
- HUB International (Northbrook, IL)
- …entrepreneurs and leaders recognized for their excellence throughout the insurance community ** Client Service Associate ** We are seekinga dedicated, ... and proactive client services associate to join our team. The Client Service Associate provides dedicated on-site support, serving as administrative… more
- Kestra Financial (Hartford, CT)
- Summary The Client Service Associate reports to the Senior Client Service Associate , Lead Advisor, or Principal Advisor and is critical to ... Broker Dealer for new account establishment, account maintenance, and compliance . + Process, submit, and service all...objectives. + Other responsibilities as assigned by the Senior Client Service Associate , Lead Advisor,… more
- Fifth Third Bank, NA (Chapel Hill, NC)
- …temperature and the like. + Extended viewing of computer monitor Franklin Street Partners Client Service Associate LOCATION -- Chapel Hill, North Carolina ... account is in good standing. + Provides proactive day-to-day client service by anticipating client ...firm policies, procedures and processes to ensure alignment with compliance and risk guidelines. + Maintains a consistent and… more
- HUB International (Bethesda, MD)
- …and we are passionate about our talent. We currently have an opportunity for a ** Client Service Associate - Wealth Management** to join our Retirement and ... client account forms + Run reports and provide status updates to senior client service associate (s) on new account forms, confirming account transition,… more
- ADP (Tempe, AZ)
- ADP is hiring a **MasterTax Associate Client Service & Product Support Specialist** **.** + _ _ _Are you ready_ _ _ _to join a_ _ _ _company offering_ _ _ ... _ _ _training_ _ _ _and_ _ _ _world-class service guidelines_ _ _ _to help you achieve success,_...yourself. In this role, you will serve as the Associate Client Support Consultant for MasterTax, ADP's… more
- WTW (Detroit, MI)
- …is not offered for this specific job opportunity. **The Role** + Partnering with client service team leader to deliver superior project management + Providing ... superior client service in response to day to...issues and questions (eligibility, carrier coverage and claims issues, compliance , etc.) + Preparation for client meetings… more
- CIBC (Atlanta, GA)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Client Service Associate supports Senior Relationship Managers ... and Client Service team with account management responsibilities for investment management and personal trust accounts. The candidate will be a key member of the… more
- ADP (Alpharetta, GA)
- ADP is hiring ** Associate Client Support Consultants** . + _ _ _Are you ready to join a company offering career advancement opportunities throughout your career ... training their users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you… more
- JPMorgan Chase (Tampa, FL)
- …passionate about Controls, Protocols and Execution, you have found the right team. As a Client Service Associate in Payments you will support the effective ... the Payments business. You will provide support to the Client Service teams on matters related to...execute issue management control protocols, ensuring Client Service owned control issues (regulatory, audit, compliance … more
- Robert Half Finance & Accounting (Cincinnati, OH)
- …(FA) in the daily operations of their business, with a focus on client service and administrative tasks. This position requires prior investment experience ... Description Job Description: The Client Services Associate plays a vital...Understanding: General understanding of securities regulations and principles. + Client Service Focus: Demonstrated focus on providing… more
- HUB International (Mclean, VA)
- …and we are passionate about our talent. We currently have an opportunity for a ** Client Service Associate - Retirement Plans** **& Financial Wellness** to ... and interpersonal skills. **Job Responsibilities:** + Work closely with our Client Service Team, including Directors, Advisors, and Relationship Managers,… more
- CIBC (Boston, MA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) Description of the role: The Client Service Associate supports Relationship Managers ... member of the team responsible for providing high touch service to meet the needs of clients, their advisors...processing and monitoring cash levels + Prepare materials for client meetings + Research client inquiries and… more
- Comerica (Grosse Pointe Woods, MI)
- Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple ... position holds responsibilities in 4 primary categories: Sales Support, Compliance , Customer Service , and Teamwork. Some of...below. * Assists with the opening and maintenance of client accounts and records. * Ensure completion of all… more
- WTW (Chicago, IL)
- As a Health & Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the ... Proactively advising clients and ensuring the delivery of superior client service + Playing a key role...management, absence and disability management, pharmacy, data analytics and compliance + Supporting the generation of new business by… more
- Zions Bancorporation (Houston, TX)
- …transform your career. Amegy Bank, here you grow. We are looking for a seasoned Client Service Associate (Teller) to provide top notch customer service ... based on clients' needs + Perform all duties in compliance with laws, regulations, and bank policies and procedures...security policies while maintaining confidentiality of bank records and client information + Meet with Branch Service … more
- Zions Bancorporation (Dallas, TX)
- …transform your career. Amegy Bank, here you grow. We are looking for a Part-time Client Service Associate (Teller) to provide top notch customer service ... based on clients' needs + Perform all duties in compliance with laws, regulations, and bank policies and procedures...security policies while maintaining confidentiality of bank records and client information + Meet with Branch Service … more