- Wealth Enhancement Group (Akron, OH)
- …more information, please visit www.wealthenhancement.com. Our Akron, OH office is looking for a Client Service Associate to serve as the liaison between the ... Advisor) and their clients by leading and implementing the client service model Facilitate new account set...salary grade for those who are classified at the associate level is $42,500 to $63,750. However, the base… more
- Advisor Business Solutions (Pasadena, CA)
- …currently experiencing growth. The firm is looking for a reliable and detail-oriented Senior Client Service Associate to join their team. An ideal candidate ... to properly and accurately execute deposits, withdrawals, and other transactions High-touch client service and daily use of the Schwab Advisor Portal Maintain … more
- LPL Financial Holdings, Inc. (Edmonds, WA)
- …several avenues for professional development and advancement. The primary role of the Client Service Associate (CSA) is to provide administrative support ... proven ability to adapt to a changing work environment. Responsibilities: Inbound client calls, schedule appointments, and prepare materials for client meetings… more
- Wealth Enhancement Group (Deer Park, NY)
- …please visit www.wealthenhancement.com. Our Dix Hills, NY office is looking for a Sr Client Service Associate to serve as the liaison between the ... of wealth management with specialized knowledge and more attentive service that helps every client craft their...(FA). You will work with all aspects of the client experience, including financial paperwork and financial account review… more
- SDL Search Partners (Newton, MA)
- About the job Client Service Associate Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service ... Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside some of the best in the business. If you have, or are… more
- UBS (San Francisco, CA)
- … oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: *keep management systems up-to-date with client ... licenses (for registered CSAs only) *ideally 3-5 years of experience in client service , within the finance sector *bachelor's or master`s degree or equivalent,… more
- Oppenheimer & Co. Inc. (North Palm Beach, FL)
- …Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Palm Beach, FL 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… more
- RIA Recruiting (Trenton, NJ)
- Client Service Associate Personal Wealth Strategies, a well-established wealth management firm in the Hamilton, NJ area, seeks a talented and professional ... Client Service Associate to join a fast-paced team. We are energetic, collaborative and client service focused. Our clients come first. We are seeking… 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
- Oppenheimer & Co. Inc. (Southbury, CT)
- …and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division ... Calendar management and coordination of meetings, including all logistics Database management Client interaction and service Perform special projects as assigned… more
- Stifel (Cincinnati, OH)
- …place here at Stifel, where success meets success . What You'll Be Doing The Client Service Associate performs a variety of administrative functions in ... Outlook, PowerPoint); familiarity with office equipment and data entry tools. Customer Service : Friendly, responsive, and professional demeanor in client and… more
- Jackson Hewitt Tax Service, Inc. (Roanoke, TX)
- …relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who ... looking for someone who thrives in a welcoming, customer service -oriented environment with excellent communication skills . If you...visit our offices, ensuring exceptional client experiences and providing essential support. In this role,… more
- Morgan Stanley (Pittsburgh, PA)
- Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY Registered Client Service Associates provide exceptional ... Morgan Stanley EOE committed to diversifying its workforce. Morgan Stanley Registered Client Service Associate Job Description EDUCATION, EXPERIENCE,… more
- IV Nutrition (Jacksonville Beach, FL)
- Client Service Associate - EMT/CNA/MA/Students - IV Clinic Pay: $15-18/hour + tips (average additional $2-$5/hr based on service ) Job Type: Full-time or ... seeking knowledgeable and compassionate medical professionals to join our team as Customer Service Associates. In this role, you'll be involved in IV infusions and… more
- Corporation Service Company (Sacramento, CA)
- Job Description Associate Client Service Representative Sacramento, CA (Onsite) Monday - Friday, 9:00am-6:00pm Are you passionate about delivering ... exceptional service ? Us too. We're hiring a Client Service Representative for our Corporate Filing team. You'll work directly with our customers (other… more
- Morgan Stanley (Melville, NY)
- POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms… more
- Morgan Stanley (San Jose, CA)
- POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) ... maintenance) Assist FAs/PWAs/teams in delivering against their business plan and client service model Remaining current on all policies, procedures and new… more
- Bell Bank (Fargo, ND)
- …member of receptionist team with specific designated receptionist duties. Prepare client /prospect letters, correspondence, memos, etc. Transcribe client meeting ... notes. Attend department meetings and take minutes. Track client contact and pull reports as requested. Be central...practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values… more
- BDO Unibank, Inc. (San Jose, CA)
- …The position is primarily responsible for Responsible for providing accurate, efficient and timely processing of over-the-counter transactions pertaining to deposits, ... withdrawals, payments, foreign currencies and other miscellaneous transactions Qualifications Graduate of any four-year course, preferably Business Course graduates, experience not required With good communication skills NOTE: Applicants who have applied… more
- Proskauer (New York, NY)
- …as necessary, and maximize overall productivity Balance practice group staffing needs and client service considerations with associate preferences and career ... sports leagues, entertainment industry legends and other industry-redefining companies. The Associate Director of Practice Management - Corporate (" Associate … more
