- BluePearl (Grand Rapids, MI)
- …to fill open client service positions. **Experience Preferred:** + Education : Associate degree or equivalent in a related field preferred. + Experience ... and join the BluePearl Pet Hospital family as a Client Service Manager for our emergency and...the importance of continuous learning. We offer annual continuing education allowance, free continuing education sessions, our… more
- 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... and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional… more
- PNC (Indianapolis, IN)
- …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
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you can ... be based in Philadelphia, PA. The position is primarily based in a PNC location. The Client Service Associate serves as the primary point of contact for our… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... and committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial Planner and… more
- KeyBank (Indianapolis, IN)
- **Location:** 10 West Market Street - Indianapolis, Indiana 46204 **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team ... from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts. + Identify opportunities to retain and expand… more
- CIBC (Chicago, IL)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Transaction Associate , you will support ... efficiently execute transactions. In this role, you'll collaborate with Client Service Advisors, Associate Private...a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 2-3… more
- HUB International (Rockville, MD)
- …limits - **HUB is the place for you.** We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in ... and quarterly offsite meetings. + Maintain and update the Client Service Manual including key checklists and...and Personal Time Off + Comprehensive Onboarding + Continuing Education + Flexible Work Arrangements + Dress for Your… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... service experience, or an equivalent combination of experience, education , and/or training as approved by Human Resources. **Licenses/Certifications** + SIE… more
- ADP (Maitland, FL)
- ADP is hiring a ** Client Service Associate .** Thanks for clicking! Let us tell you a little more + Are you a customer service superhero who gets a thrill ... might be just the person we're looking for! As ** Client Service Associate ** , you'll...service environment. + Bachelor's Degree or equivalent in education and experience. + A strong focus on … more
- Raymond James Financial, Inc. (Columbia, SC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...cohesive team. + Provide a high level of customer service . ** Education /Previous Experience** + High School Diploma… more
- Raymond James Financial, Inc. (Hanover, NH)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...cohesive team. * Provide a high level of customer service . ** Education /Previous Experience** * High School Diploma… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... and as part of a cohesive team. + Provide a high level of customer service . ** Education /Previous Experience** + High School Diploma or equivalent and one (1) or… more
- Bank of America (Chicago, IL)
- Client Service Associate Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/ Client - Service - Associate \_25042984) **Job Description:** Merrill Wealth… more
- Santander US (Miami, FL)
- Client Service Associate , Investments, Miami, FL Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator ... to Talk to You!** **The Difference You Make:** The Client Service Associate (CSA) is...demonstrated through a combination of work experience, training, military service , or education . + Experience in Microsoft… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional...objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,… more
- Raymond James Financial, Inc. (Alpharetta, GA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...cohesive team. * Provide a high level of customer service . ** Education /Previous Experience** * High School Diploma… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to...verbally and in writing. * CRM knowledge a plus. Education and/or Experience * The ideal candidate will have 2+ ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...in a professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… more
- HUB International (Diamond Bar, CA)
- …and support our customer's needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively with the service ... team to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting … more
- M&T Bank (Paramus, NJ)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... in process workflow to ensure timely processing and exceptional client service and experience for HNW and...members and helps identify process improvements to benefit the client experience. ** Education and Experience Required:** Bachelor's… more