- Raymond James Financial, Inc. (Charleston, SC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... you! Responsibilities: Serves as first point of contact to service a high volume of daily interactions, including basic...advisors and branch office. Onboards new clients, opens new client accounts and researches client and security… more
- Citigroup, Inc. (New York, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- NFP (Minneapolis, MN)
- …and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary : The Client Service Associate plays a vital role in supporting the ... team by executing tasks and initiatives that facilitate efficient policy and client service operations. This position requires strong coordination and… more
- Envestnet (Raleigh, NC)
- Description Envestnet is seeking a Client Service Associate - Tamarac Reporting to join our Service department. This is a hybrid role, with in-office ... www.envestnet.com. Job Summary: The Tamarac Reporting team is looking for a Client Service Associate to provide technical support for the Tamarac Reporting… more
- SPS-North America (Herndon, VA)
- Job Title: Mailroom Associate Reports To: The Client Service Associate / Mailroom Associate will report to the Client Services Supervisor, ... Client Services Manager, or equivalent leadership. Job Overview: The Client Service Associate /Mailroom Associate provides exceptional mail and… more
- Alphabe Insight Inc (New Orleans, LA)
- …to mak Job Description Job Description We are seeking a professional and detail-oriented Client Service Associate to join our dynamic team. This role ... associate or bachelor's degree preferred 1-2 years of experience in client service , administrative support, or a related field Excellent communication and… more
- Oppenheimer & Co. Inc. (Virginia Beach, VA)
- …Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Virginia Beach branch office. The ... & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in… more
- Raymond James Financial, Inc. (Birmingham, MI)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... branch office. *With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- Raymond James Financial, Inc. (Macon, GA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. Analyze problems… more
- Capital Group (Los Angeles, CA)
- "I can succeed as a Private Client Service Associate at Capital Group." As the Private Client Service Associate , you are responsible for serving ... and client retention goals. Primary responsibilities/essential functions: Delivers impeccable client service to clients, prospects, and centers of influence.… more
- Independent Bank (Franklin, MI)
- …building client rapport, and even originating client loans. Beginning as a Client Service Associate allows you to learn the basics about Independent ... different levels of the Career Path, including the duties and responsibilities of each level. Client Service Associate 1 As a Client Service … more
- Axelon Services Corporation (Chicago, IL)
- Job Title: Client Service Associate Location: Chicago, IL Description: The Client Service Associate partners with associates across Global ... accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Essential Duties and Responsibilities *Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Vaco (Los Angeles, CA)
- … in the financial service industry who is looking for a new and up incoming Sr. Client Service Associate to come and join their team! As a client ... experience. This opportunity is great for someone with a strong background in client service in the financial service industry and strong experience in high… more
- Ameriprise Financial (Georgetown, TX)
- …leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate , you will provide dedicated support to high ... ability to obtain within 150 days. Experience working in a client service environment. Detail-oriented, strong math, and analytical skills. Good organization and… more
- Gallagher (Atlanta, GA)
- …close but not an exact match, we encourage you to apply. Overview We are seeking a Client Service Associate to join our growing team! The ideal candidate is ... relationships with your clients Conduct periodic audits to ensure compliance standards and service levels are met. Maintain accurate client and policy data and… more
- Hylant (Columbus, OH)
- …method to work hybrid from our Hylant Dublin, Ohio location. Are You A Match? The Client Service Associate is driven by prompt, accurate and thoughtful ... member engagement, health strategies, and data analysis). Provide high volume tactical client service support to client service teams as requested.… more
- Citigroup, Inc. (Uniondale, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- Wedbush Securities (Cleveland, OH)
- …key to our continued growth. Our Cleveland office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial ... support to clients and Financial Advisors Maintain and update client account information, assisting Financial Advisors with specialized projects Coordinate,… more
- NFP (Phoenix, AZ)
- Client Service Associate Purpose of the Position: Our organization is looking for an individual to assist our plan managers in administering various ... multiple projects at one time. In addition, following up on all client service administration and attending staff meetings to serve as liaison between Plan… more
