- Raymond James Financial, Inc. (New Port Richey, FL)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... 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
- 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
- Morgan Stanley (Albuquerque, NM)
- Job Description Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) teams on a daily ... maintenance) Assist FAs teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms… more
- Morgan Stanley (Boston, MA)
- …tracking follow-ups Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... coverage for an FA/PWA/team including: Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and… more
- UBS (Fort Myers, FL)
- … 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 ... products and services specifically designed for them. As a Client Service Associate , you'll play.... Your expertise *series 7 and 66 licenses (for registered CSAs only) *ideally 1-3 years of experience in… more
- Fulton Bank (Bethlehem, PA)
- …for assigned Financial Advisor(s). Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... account transfers, beneficiary designations, and other maintenance requests. Processes client transactions, such as trades, deposits, and withdrawals, while ensuring… more
- TalentLink Solutions (Atlanta, GA)
- …individuals, families, and institutions. We are looking for an experienced and versatile Client Service Associate to support our advisors, our clients, ... & Activities Communicate, process, and follow up with clients on various client service items, including general questions, applications, withdrawal requests,… more
- Bank of America (Rockville, MD)
- …focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of the… more
- NFP (West Hartford, CT)
- …support our wealth management division (not our insurance or retirement divisions). As a Client Service Associate , your primary responsibility is to forge ... information, and streamline processes, contributing to the overall excellence of client service and support. Your ability to seamlessly blend administrative… more
- DA Davidson (Spokane, WA)
- …and insurance products. *At least five years previous experience as a Registered Client Associate . *Post-Secondary education preferred. *Solid technology ... attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with… more
- Skin Laundry (Scottsdale, AZ)
- …skin care clinic. Reports To : Clinic Manager Qualifications Required education: Associate Required experience: Registered Nurse (RN): 1 year Required license ... from you! This application is for Clinic-specific role Aesthetic Registered Nurse (RN). Please utilize this if you are...in following company protocol and goal oriented. Must prioritize client safety and customer service and be… more
- KWB Wealth (Redlands, CA)
- …We are seeking a highly motivated and enthusiastic individual to join our team as a Client Service Associate . At KWB Wealth, you will have the opportunity to ... Job Type Full-time Description KWB Wealth is an independent Registered Investment Advisor (RIA) based in Redlands, CA that...employees and elevates our firm. Job Summary: As a Client Service Associate , you will… more
- Frost Bank (Austin, TX)
- …with a team? Do you find yourself creating a task list daily? If so, then the Registered Associate role may be right for you! At Frost, it's about more than a ... Frost's 155-year legacy of providing unparalleled banking services. Who you are: As a Registered Associate , you provide support to our Frost Investment Officers… more
- Bank of America (Naples, FL)
- …that is culture driven, resilient, results focused and effective. Position Overview: The Registered Wealth Management Client Associate role is a sales ... of a particular Financial Advisor. For established clients, the Client Associate will often serve as the...multiple communication methods to ensure a consistent and exceptional client service experience. Act as a key… more
- SageView Advisory Group (Syracuse, NY)
- Job Title: Associate , Client Service & Financial Planning Location: Syracuse, NY Department: Wealth Management Job Type: Full-time | Non-Exempt Reports To: ... About the Role SageView Advisory Group is seeking an Associate , Client Service & Financial...in wealth management, financial planning, or client service Previous experience in a Registered Investment… more
- ACCESS (Dearborn, MI)
- Job Title: Registered Nurse Job Status: Full-time Job Summary: Under limited supervision, uses intermediate skills obtained through experience and training to ... for comorbid primary care conditions and chronic disease. Conduct assessments, draft client care plans, make changes to treatments in care plans. Manages transitions… more
- Talently, LLC (Greenville, SC)
- …needs of the client . Skills/Experience: : 2+ years of experience in a client service role in the financial services industry Robust PC knowledge, typing ... Job Description Job Title : Client Services Associate (CSA) Location :...belief that working together as a team is the best way to serve clients. Nice to Have: Registered … more
- The ODP Corporation (Sumner, WA)
- Overview Responsibilities The primary role of the Client Services Representative (CSR) is to be responsible for delivering superior customer service in all ... such as: order entry and bid processing, dissemination of product and service information, outbound sales/ service follow-up, and resolution of general customer… more
- Drybar Shops (Wheaton, IL)
- …is what Drybar Bartenders are responsible for each day: Leading the client 's experience from check-in to check-out, ensuring Drybar standards are upheld, creating ... a memorable experience for the client . Setting the tone of a positive shop atmosphere...We're Looking For: Experience in a fast paced, customer service centric environment Previous experience with Point-of-Sale (POS) Systems… more
- Madera County, CA (Madera, CA)
- …is qualifying. A typical way to obtain the required qualifications would be: Registered Nurse I/II:Equivalent to an associate degree from an accredited college ... Date: Continuous FLSA: Non-Exempt Bargaining Unit: PROFS Salary Range Registered Nurse I: $6,052.17 - $7,443.41 Registered ...service . 01 Do you possess equivalent to an associate degree or higher from an accredited college or… more
