- 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 ... 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
- 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)
- …initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service ... Careers Page at https://careers.nfp.com and search for roles NOT labeled (future). The Client Service Associate supports the Relationship Manager by… 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 ... legal, compliance, and marketing. Along with Account Managers, the Client Service Associate will be...academic credentials Experience: 3-5+ years of Client Service or Operations experience Investment management, financial services… more
- Atrium: Staffing (Parsippany, NJ)
- …for 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...increased responsibility and compensation over time. Responsibilities of the Client Service Associate : Serve as… more
- Elevance Health (Woodland Hills, CA)
- …face-to-face onboarding and skill development. The Client Services Associate I is responsible for performing customer service in a sales/account ... Anticipated End Date: 2025-07-28 Position Title: Client Services Associate I...and procedures. Researches and analyzes data to address customer service issues. Provides information and recommends solutions. Thoroughly documents… 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 ... We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140...Advisor) and their clients by leading and implementing the client service model Facilitate new account set… 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
- Quest Diagnostics (Lewisville, TX)
- Job Description Client /Lab Associate - Oncology I -...and is an important part of Oncology White Glove Services . This role requires the ability to learn and ... Lewisville, TX - Tuesday to Saturday 8:00AM-4:30PM Assoc, Client /Lab Oncology I is responsible for general support functions...plus 1 MyDay off - FinFit financial coaching and services - 401(k) pre-tax and/or Roth IRA with company… 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… 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 ... 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)
- …Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. ... RESPONSIBILITIES *Work as a team with Private Client Relationship Managers, producers, sales support, and other team members to meet the needs of our Private … more
- SPS-North America (Herndon, VA)
- … Client Services Manager, or equivalent leadership. Job Overview: The Client Service Associate /Mailroom Associate provides exceptional mail and ... Job Title: Mailroom Associate Reports To: The Client Service Associate / Mailroom ...22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office… 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 ... We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140...and treats, ensure the Reception Area is proper for client visits) Client Service Duties… more
- Raymond James Financial, Inc. (Memphis, TN)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... career at Raymond James could take you! Essential Duties and Responsibilities Services a high volume of daily interactions, including basic inquiries and scheduling… 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 ... School Diploma Required; College Degree Preferred 1-3 years client service experience, preferably within financial services Previous experience processing… 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
- Care Options for Kids (Tampa, FL)
- …to obtain optimal work-life balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and ... and dignity of our clients. Position Types Available: Full-Time, In Office Client Service Associate responsibilities include: Coordinates and schedules… more
- BAYADA Home Health Care (Rock Hill, SC)
- …the highest quality care to our clients. Responsibilities for a Client Services Associate : Provide superior customer service and quality home care ... Home Health Care is currently seeking a Part Time Client Services Associate to join...Client Services Associates will partner with Client Service Managers and Clinical Managers to… 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 ... clients and Financial Advisor teams. Position Overview : The Client Service Associate is responsible...to be successful in this role. How Morgan Stanley Client Services Professionals Make an Impact :… more
