- Raymond James Financial, Inc. (Duluth, MN)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... advisors and branch office. Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- Jamie Grayem (Providence, RI)
- Wealth Management Client Associate / Financial Advisor Support Providence, RI, US $30.00 - $42.00 /hr. + Team Performance Bonus + Full Benefits MUST HAVE 7/66 ... (63/65) This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting… more
- NFP (New York, NY)
- …Page at https://careers.nfp.com and search for roles NOT labeled (future). The Client Service Associate supports the Relationship Manager by scheduling and ... that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying the … more
- HarbourVest Partners, LLC (Boston, MA)
- …is an equal opportunity employer. HarbourVest is seeking a proactive and relationship-focused Client Service Associate to join our Client Experience team. ... treasury, tax, legal, compliance, and marketing. Along with Account Managers, the Client Service Associate will be the face of HarbourVest to clients and will be… more
- Atrium: Staffing (Parsippany, NJ)
- …known for providing personalized financial planning services. They are looking to add a Client Service Associate to their team. The firm offers a close-knit, ... tied to performance Position Overview: Our client is seeking a Client Services Associate to support their Wealth Management team. This person will play a key… more
- Elevance Health (Woodland Hills, CA)
- Anticipated End Date: 2025-07-28 Position Title: Client Services Associate I (California) Job Description: Title: Client Services Associate I Virtual: ... and ensures essential face-to-face onboarding and skill development. The Client Services Associate I is responsible for performing customer service in a… 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 ... (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review...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. ... Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures… more
- Quest Diagnostics (Lewisville, TX)
- Job Description Client /Lab Associate - Oncology I - Lewisville, TX - Tuesday to Saturday 8:00AM-4:30PM Assoc, Client /Lab Oncology I is responsible for ... in process improvement - May be asked to prepare blocks to be returned to the client . - May be asked to pull problem reports and work on final accessioning of… 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 to help clients meet their financial goals through daily… 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 Lisle, ... and customer-oriented service that meets or exceeds our clients' expectations. The Client Service Associate executes the transactional workload to process… more
- EPIC Brokers (Needham Heights, MA)
- …your next career? Then consider joining our amazing team! JOB OVERVIEW: The Private Client Associate is responsible for supporting the Private Client ... service to our Private Clients. RESPONSIBILITIES *Work as a team with Private Client Relationship Managers, producers, sales support, and other team members to meet… more
- SPS-North America (Herndon, VA)
- Job Title: Mailroom Associate Reports To: The Client Service Associate / Mailroom Associate will report to the Client Services Supervisor, Client ... Services Manager, or equivalent leadership. Job Overview: The Client Service Associate /Mailroom Associate provides exceptional mail and shipping/receiving… more
- Wealth Enhancement Group (Naples, FL)
- …please visit www.wealthenhancement.com. Our Naples, FL office is looking for a part-time Client Service Associate to develop and manage the new client ... high level of customer service to new/existing clients Handle incoming client calls for appointments and service needs through switchboard maintenance… 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 creative ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...and branch office expenses and expense reports. Opens new client accounts and researches client and security… more
- NFP (Royal Oak, MI)
- …our current openings via our Careers Pager at https://careers.nfp.com. We're looking for a Client Service Associate to join our team. Ideal candidates will be ... assisting the agents with all aspects of new sales, client service, and meeting support. The purpose of the...of their needs. This includes the ongoing upkeep of client information, preparation of all pertinent documents, and smooth… more
- Oppenheimer & Co. Inc. (Jericho, NY)
- …& Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. The RCSA's primary ... and respect in all situations Cultivate and grow existing client relationships Assist with marketing efforts and plan ...client relationships Assist with marketing efforts and plan client events Prioritize daily work, track progress of projects… more
- Care Options for Kids (Tampa, FL)
- …obtain optimal work-life balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our ... and dignity of our clients. Position Types Available: Full-Time, In Office Client Service Associate responsibilities include: Coordinates and schedules referrals… more
- Morgan Stanley (Alpharetta, GA)
- …organization? The Morgan Stanley Virtual Client Solutions team is seeking a Client Service Associate to help provide exceptional client service and ... and existing clients and Financial Advisor teams. Position Overview : The Client Service Associate is responsible for understanding firm policies, procedures,… more
- BAYADA Home Health Care (Rock Hill, SC)
- PART TIME OPPORTUNITY! BAYADA Home Health Care is currently seeking a Part Time Client Services Associate to join our Rock Hill, SC Assistive Care State Programs ... are looking for an exciting career opportunity in a growing industry, a Client Services Associate could be the position for you. BAYADA believes that our clients… more
