- 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… more
- Merck & Co. (Rahway, NJ)
- …risk-based audit and assurance services.Position Overview / Function and ResponsibilityThe Associate Director:Leads a small team through financial and compliance ... is described in the Pipeline Advertisement.Our Finance team brings together our financial perspectives into our overall strategic and tactical decision making. We… more
- Raymond James Financial, Inc. (Duluth, MN)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... assesses and responds to all corporate action items and client account alerts. Prepares financial reports, spreadsheets and other materials for client … 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 ... initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by… 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)/ teams ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… 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. ... accounting, treasury, tax, legal, compliance, and marketing. Along with Account Managers, the Client Service Associate will be the face of HarbourVest to clients… more
- Atrium: Staffing (Parsippany, NJ)
- …providing personalized financial planning services. They are looking to add a Client Service Associate to their team. The firm offers a close-knit, ... Position Overview: Our client is seeking a Client Services Associate to support their Wealth...as a daily point of contact for clients regarding financial planning matters. Support account setup, trade processing, and… more
- Wealth Enhancement Group (Akron, OH)
- …looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the ... client experience, including financial paperwork and ...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...preparation and follow-up for client meetings. Prepare client forms and financial reports in advance ... requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate … 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: ... integration, and ensures essential face-to-face onboarding and skill development. The Client Services Associate I is responsible for performing customer… 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 ... designed to promote employee health in all respects physical, financial , and developmental. Depending on whether it is a...asked to prepare blocks to be returned to the client . - May be asked to pull problem reports… more
- TBK Bank, SSB (Dallas, TX)
- …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...your knowledge and skills to help clients meet their financial goals through daily transactions and quality referrals to… 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)/ ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… 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 ... ensure the Reception Area is proper for client visits) Client Service Duties Support financial advisors and their clients by leading and implementing the … more
- Advisor Employee Services (Irvine, CA)
- Client Service Specialist Are you looking for an...someone who has the desire to work in the financial industry long-term and contribute to the growth of ... opportunity to utilize superior client service skills and work one-on-one with clients daily?...Minimum Requirements: 2 Years prior experience working in the financial industry is a plus Must have good math… more
- Raymond James Financial, Inc. (Memphis, TN)
- …advisors and branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office ... Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated,...client -specific reporting as needed for review by the financial advisor. Creates and maintains records and files utilizing… more
- Global Elite Texas (Stillwater, OK)
- …In this role, you can expect to: *Converse virtually with clients, weaving financial strategies that empower. *Cultivate client bonds that stand the test ... #24 Happiest Company to Work For *Rated A+ Superior by AM Best for financial strength *Parent company Globe Life has more policyholders than any insurance company in… more
- Corporation Service Company (Sacramento, CA)
- Job Description Associate Client Service Representative Sacramento, CA (Onsite) Monday - Friday, 9:00am-6:00pm Are you passionate about delivering exceptional ... service? Us too. We're hiring a Client Service Representative for our Corporate Filing team. You'll...About Us CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing… more
- Selective Insurance Company of America (Branchville, NJ)
- …property and casualty insurance company with a history of strong, consistent financial performance for nearly 100 years. Selective's unique position as both a ... of benefits designed to help you and your family stay healthy, achieve your financial goals, and balance the demands of your work and personal life. These benefits… more
- Morgan Stanley (Alpharetta, GA)
- …existing clients and Financial Advisor teams. Position Overview : The Client Service Associate is responsible for understanding firm policies, procedures, ... Virtual Client Solutions team is seeking a Client Service Associate to help provide exceptional...Associate : Develop a robust understanding of the financial services industry and gain insight into one of… more
