- Amerant Bank (Miramar, FL)
- … service under quality standards defined by the Bank for the international client .Ensures transactions are processed within service levels by all units of the ... To provide superior standards of service to an assigned portfolio of customers (personal...keep abreast of regulations.Acts as back up of other Client Services Associate / Officers.Ensures preventive measures… more
- Amerantbank (Coral Gables, FL)
- The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are ... responsible for giving support to WAs as they develop and service banking, investments and trust customers.Duties and responsibilities include:Provides support to… more
- CornerStone Staffing (Irving, TX)
- …shift between 7AM - 7PM Location: Irving, TX Job overview: Deliver exceptional client service in a high-volume production environment Manage assigned processes ... Now hiring an Operations Associate to assist with review of Financial Documents!...defined business procedures Adhere to all required company and client driven standards and/or Service Level Agreements… more
- Fidelity TalentSource LLC (Westlake, TX)
- …collaborative, cross-functional team committed to improving the value of our client experience within Fidelity's Institutional Client Experience Division (FI ... transfer of assets. Clients supported by this team include registered representatives/advisors and correspondent broker-dealer home offices. Your responsibilities… more
- Engage Partners, Inc. (Orange, CA)
- …Nurse Supervisor supervises and manages nursing staff to ensure provision of quality client care and effective team performance to meet agency goals in accordance ... coaching, support, and performance management to direct reports to ensure productivity/ client care expectations are met. Supports the site nursing supervisor in… more
- CornerStone Staffing (Dallas, TX)
- …during benefit investigations Monitor seasonal employee performance to ensure tasks meet client service level requirements Conduct daily monitoring of employee ... are dedicated to the healthcare field and committed to providing outstanding customer service ! If you have experience as a Healthcare Operations Team Lead, APPLY… more
- US Tech Solutions, Inc. (Columbia, SC)
- …local candidate . Must be willing to come on site as needed for meetings client will provide equipment Interviews completed by phone or Microsoft Teams . Please list ... 2-4 PREFERRED/NICE TO HAVE skill sets/qualities: Previous hospital experience, strong customer service background, telephone experience is an asset . A typical day… more
- Morgan Stanley (Tampa, FL)
- …solving? If so, the Morgan Stanley Virtual Client Solutions team is seeking a * Registered Client Service Associate *in our *Tampa, FL* office* *to ... Professional and gain your Series 7 and 66 licenses. *Position Overview*: As a* Registered Client Service Associate *, you will provide industry leading … more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Description** **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's ... excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented… more
- Morgan Stanley (New York, NY)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *PWM Registered Client Service Associate * **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Morgan Stanley (Washington, DC)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Morgan Stanley (Atlanta, GA)
- …EOE committed to diversifying its workforce. M/F/D/V **Job:** **Wealth Management* **Title:** * Registered Client Service Associate * **Location:** ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Morgan Stanley (San Diego County, CA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Client Service Associate * ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (Winter Park, FL)
- …to diversifying its workforce. M/F/D/V Version: 7/10/2024 **Job:** **Wealth Management* **Title:** * Registered Client Service Associate * **Location:** ... *POSITION SUMMARY* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (New York, NY)
- …and other Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** * Registered Client Service Associate **Location:** *New ... the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through… more
- Morgan Stanley (New York, NY)
- …and other Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** * Registered Client Service Associate * **Location:** *New ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Raymond James Financial, Inc. (Washington, DC)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… 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 ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Citigroup (Chicago, IL)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Truist (Houston, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
