- Truist (Ocala, 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)
- …directly focus specifically on Middle Office Asset Servicing (Corporate Actions). As a Client Service Delivery Associate II within JPMorganChase, you will ... be responsible for managing some of the Top Tier Brokerage client relationship and supporting the global...successful voluntary corporate action election. + Provide a best-in-class client service experience. + Comply with the… more
- Coldstream Wealth Management (Portland, OR)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive and growing team, you will ... the team is now adding a CSA position. The Client Service Associate Role The...preparing meeting materials in advance + Coordinating the new client onboarding process: + Opening brokerage accounts,… more
- Coldstream Wealth Management (Portland, OR)
- …merged with Coldstream Capital. Located in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service ... responsibilities include: + Prepare and process documentation related to client onboarding and maintenance: + Open brokerage ...tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream… 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 ... fast paced, high volume environment. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… 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,...7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream… more
- JPMorgan Chase (Jersey City, NJ)
- …I and become a vital part of our mission to elevate client experiences. As an Client Service Associate I within the Prime Client Operations team, you ... Join our dynamic team as a Client Service Delivery Associate ...serve as the primary point of contact for Prime Brokerage clients, addressing their trade and settlement needs. You… more
- Wells Fargo (Mclean, VA)
- **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 (Brentwood, TN)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry… more
- Wells Fargo (Danbury, CT)
- **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 (Akron, OH)
- **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 (Greenville, NC)
- **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 (Durango, CO)
- **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 (Pittsburgh, PA)
- …and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and establishing relationships across all ... for clients + Proactively advising clients and providing superior client service + Contributing to the creation...health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role… more
- HUB International (Encino, CA)
- … service for Entertainment clients (small business) by maintaining client relationships, supporting client retention, maintaining strong carrier relationships ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...needs. Serves as day-to-day contact and provides resolution for client questions and issues. + Assists with the entire… more
- US Bank (Seattle, 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
- HUB International (Encino, CA)
- **THE OPPORTUNITY: ** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting ... TABLE.** + **Minimum of** 3-5 years of related commercial insurance experience within a brokerage environment + HS diploma or GED + Holds an insurance license in… more
- WTW (New York, NY)
- …Global Services and Solutions practice who will be responsible for assisting the broader client service and brokerage teams in the advisory, development, ... global programs. Maintain primary ownership of communication flow between network, State-side brokerage team and the client . + Review appropriate binding… more
- Charles Schwab (Phoenix, AZ)
- …for this role to work on site in the specified location._ As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be ... Qualifications:** + Experience servicing high-net-worth clients + General understanding of brokerage regulations and rules that govern client accounts +… more
- Wells Fargo (Minneapolis, MN)
- …and provide project management support + Identify issues and provide resolution within Wealth Brokerage Service or Private Client Groups + Assist with ... of branches and their responsibilities for remote compliance supervision of Private Client Group (PCG) and Wealth Brokerage Services, (WBS) producing Branch… more