- HarbourVest Partners, LLC (Boston, MA)
- …accounting, treasury, tax, legal, compliance, and marketing. Along with Account Managers, the Client Service Associate will be the face of HarbourVest to ... opportunity employer. HarbourVest is seeking a proactive and relationship-focused Client Service Associate to join...deliver on client requirements and ensure excellent client experience Assist Account Managers with existing… more
- Raymond James Financial, Inc. (Duluth, MN)
- …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...assesses and responds to all corporate action items and client account alerts. Prepares financial reports, spreadsheets… more
- Morgan Stanley (Jacksonville, FL)
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ ... client accounts, including relaying stock positions, and providing account balances (eg, funds due and margin debit) *Enter...PWAs/ teams in delivering against their business plan and client service model *Remaining current on all… more
- Atrium: Staffing (Parsippany, NJ)
- …firm known for providing personalized financial planning services. They are looking to add a Client Service Associate to their team. The firm offers a ... team. This person will play a key role in client interaction, account administration, and operational support....increased responsibility and compensation over time. Responsibilities of the Client Service Associate : Serve as… more
- TBK Bank, SSB (Dallas, TX)
- …dedicated to helping customers achieve their financial goals. Position Summary: As a Client Services Associate , you'll have the opportunity to build professional ... relationships and provide an exceptional client experience. You will use your knowledge and skills...per Bank and regulatory requirements, as well as performing account /file maintenance and other personal banker duties. Providing exceptional… more
- 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...salary grade for those who are classified at the associate level is $42,500.00 to $63,750.00. However, the base… more
- Cerity Partners (Chicago, IL)
- The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. ... include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures… more
- Morgan Stanley (Torrance, CA)
- POSITION SUMMARY: POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ ... client accounts, including relaying stock positions, and providing account balances (eg, funds due and margin debit) Enter...PWAs/ teams in delivering against their business plan and client service model Remaining current on all… more
- REMPREX, LLC (Lisle, IL)
- What You'll Do The Client Service Associate performs customer transactions for all REMPREX-supported terminals at REMPREX Headquarters, located on-site in ... that meets or exceeds our clients' expectations. The Client Service Associate executes the...one of our professional corporate areas like Information Technology, Account & Finance, Human Resources or Client … more
- Wealth Enhancement Group (Naples, FL)
- …information, please visit www.wealthenhancement.com. Our Naples, FL office is looking for a part-time Client Service Associate to develop and manage the new ... Duties Support financial advisors and their clients by leading and implementing the client service model Facilitate new account set up at the custodial and… more
- Elevance Health (Woodland Hills, CA)
- …ensures essential face-to-face onboarding and skill development. The Client Services Associate I is responsible for performing customer service in a sales/ ... Anticipated End Date: 2025-07-28 Position Title: Client Services Associate I (California) Job Description: Title: Client Services Associate I Virtual:… more
- Raymond James Financial, Inc. (Memphis, TN)
- … 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
- Oppenheimer & Co. Inc. (Jericho, NY)
- …Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. The ... ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the...Quickly develop knowledge of a variety of forms and account procedures in order to assist clients Learn to… more
- Wedbush Securities (San Diego, CA)
- …to our continued growth. Our San Diego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial ... administrative support to clients and Financial Advisors Maintain and update client account information, assisting Financial Advisors with specialized projects… 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
- 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 ... you! Responsibilities: *Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. *Prepares financial reports, spreadsheets… more
- Truist (Charlottesville, VA)
- …internal and bank leads. Use product and industry knowledge to identify existing client , account , and product attributes that present sales potential. 5. Provide ... client . These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks. 10.… 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
- Morgan Stanley (El Segundo, CA)
- POSITION SUMMARY: Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an ... client meetings Review and take appropriate action on client account alerts OTHER Partner with Financial...in developing a business plan and delivering against a client service model Support the team's marketing… more
- Selective Insurance Company of America (Branchville, NJ)
- …and businesses after an insured loss occurs. Overview Provide exceptional customer service to both internal and external customers for personal lines and commercial ... lines policies. Handles billing transactions, account functions and time sensitive communications. All job duties and responsibilities must be carried out in… more
