- Morgan Stanley (Cleveland, OH)
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... PWAs/ teams in delivering against their business plan and client service model *Remaining current on all...and/or Experience *High School Diploma/Equivalency *College degree preferred *Active Series 7 (GS), and Series 66 (AG/RA)… 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 to an ... proven ability to adapt to a changing work environment. Responsibilities: Inbound client calls, schedule appointments, and prepare materials for client meetings… more
- SDL Search Partners (Newton, MA)
- About the job Client Service Associate Client ...If you have, or are looking to obtain your Series 7 / 66 licenses and kickstart your career in ... Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their...and investment reviews Ad hoc projects when required Qualifications: Series 7 / 63 / 66, SIE highly preferred… 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) ... Assist FAs/PWAs/teams in delivering against their business plan and client service model Remaining current on all...preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA)… more
- Morgan Stanley (Melville, NY)
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ ... PWAs/ teams in delivering against their business plan and client service model Remaining current on all...and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA)… 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 ... and services specifically designed for them. Your expertise *SIE, Series 7 and 66 licenses (for registered CSAs only)...registered CSAs only) *ideally 3-5 years of experience in client service , within the finance sector *bachelor's… more
- Oppenheimer & Co. Inc. (North Palm Beach, FL)
- …& Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Palm Beach, FL branch office. The RCSA's ... & 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
- Charles Schwab Inc. (Wichita, KS)
- …You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards ... Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of… more
- RIA Recruiting (Trenton, NJ)
- Client Service Associate Personal Wealth Strategies, a...obtain Series 7 and Life & Health " Client Service Plus" work style Detail oriented and ... 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… more
- Raymond James Financial, Inc. (Savannah, GA)
- …and operating statements. Researches and resolves complex problems relating to client accounts and inquiries. Assists Branch Manager in disseminating information at ... lead others in providing a high level of customer service in a calm and professional manner, constantly projecting...provided that an exemption or grandfathering cannot be applied. Series 7, 9 & 10 required. Series … more
- Cetera Financial Group, Inc. (Minnetonka, MN)
- …Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. Organize client events and follow up ... with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered… more
- Securitas (Williamsport, PA)
- …personnel, visitors, and the area. Frequently our Security Officers will provide customer service and information to a client 's employees and customers. We are ... Job Description Security Officer - Little League World Series - Temporary Assignments $16.00 Per Hour to...PA No experience necessary! If you have retail, food service or hospitality industry background you are a great… more
- JPMorgan Chase & Co. (Manhattan Beach, CA)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer...to goals-based planning and advice A valid and active Series 7 A valid and active Series … more
- JPMorgan Chase & Co. (Walnut Creek, CA)
- …in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Client Advisors. Your role will encompass the efficient management… more
- Citigroup, Inc. (Chicago, IL)
- The Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. Integrates subject matter ... with Banking teams to ensure escalated issues addressed and client service requirements are being exceeded Coach...verbal and written communication skills Required US FINRA: SIE, Series 7, Series 63 (or Series… more
- SHELL FEDERAL CREDIT UNION (Pasadena, TX)
- …and Responsibilities Consistently meet all Game Changer Commitments and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all ... hold meetings with both potential and existing clients in order capture the client 's goals and develop strategies to achieve required goals. Document in written plan… more
- US Bank (Greenacres, WA)
- …Job Description Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of US Bancorp Investment ... paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …goals for assets under management and required production. * Provides a high level of client service . * Manages the full scope of a client relationship ... by effectively communicating portfolio losses when necessary, while preserving client loyalty. * Develops client pipeline by...that an exemption or grandfathering cannot be applied. * Series 7 and Series 66 or the… more
- Home Instead (Bensalem, PA)
- …follow-up schedule with potential clients and families who have yet to commit to service *Conduct client /caregiver introductions with every new client and ... Objective: The Service Coordinator is expected to perform a variety...to perform a variety of duties that relate to client care including care consultations with potential clients and… more
- Herms (Costa Mesa, CA)
- …and email requests from clients in a timely manner, ensuring the highest level of client service is provided in each interaction Properly log and process repairs ... computer skills including proficiency in Microsoft Office Flexibility and adaptability Client Service experience Excellent communication skills, both written and… more
