- 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...advisors and branch office. Onboards new clients, opens new client accounts and researches client and security… more
- NFP (New York, NY)
- …Careers Page at https://careers.nfp.com and search for roles NOT labeled (future). The Client Service Associate supports the Relationship Manager by ... activities and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client … more
- HarbourVest Partners, LLC (Boston, MA)
- …HarbourVest is an equal opportunity employer. HarbourVest is seeking a proactive and relationship-focused Client Service Associate to join our Client ... 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)
- …firm known for providing personalized financial planning services. They are looking to add a Client Service Associate to their team. The firm offers a ... offers room for increased responsibility and compensation over time. Responsibilities of the Client Service Associate : Serve as a daily point of contact for… 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 set...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. ... skills, attention to detail, and a commitment to providing friendly and professional client service . The role also involves learning about investment products… 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 ... service that meets or exceeds our clients' expectations. The Client Service Associate executes the transactional workload to process customer… 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… 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 ... -related beverages and treats, ensure the Reception Area is proper for client visits) Client Service Duties Support financial advisors and their clients by… 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 ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. Analyze problems… 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 responsible for assisting the agents with all aspects of new sales, client service , and meeting support. The purpose of the role is to support the agent with… 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 ... & 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 in… more
- Morgan Stanley (Alpharetta, GA)
- …collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a Client Service Associate to help provide exceptional client ... existing clients and Financial Advisor teams. Position Overview : The Client Service Associate is responsible for understanding firm policies, procedures,… more
- Citigroup, Inc. (Hermosa Beach, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… 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 ... support to clients and Financial Advisors Maintain and update client account information, assisting Financial Advisors with specialized projects Coordinate,… more
- RIA Recruiting (Katy, TX)
- McGee Wealth Management, a growing financial advisory firm located in Katy, TX, is seeking a Client Service Associate to join our growing team. We are a ... financial planning firm that has client service as our #1 priority and we are looking for someone with the same mindset to join us as a full-time CSA. You will… 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
- 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 ... and streamline processes, contributing to the overall excellence of client service and support. Your ability to seamlessly blend administrative prowess… 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...advisors and branch office. *Onboards new clients, opens new client accounts and researches client and security… more
- Guidepoint (New York, NY)
- …to the topic, often within hours. Play a vital role in Guidepoint's success. As an Associate on the Client Service team, you will understand your client ... Overview: The Client Service team connects Guidepoint's clients...which ones are best suited to speak with the client . For many of our employees, the Associate… more
