- SageView Advisory Group (Syracuse, NY)
- Job Title: Associate , Client Service & Financial Planning Location: Syracuse, NY Department: Wealth Management Job Type: Full-time | Non-Exempt Reports ... 0%-10% About the Role SageView Advisory Group is seeking an Associate , Client Service & Financial Planning to join our Wealth Management team in… more
- Merck & Co. (Rahway, NJ)
- …audit and assurance services .Position Overview / Function and ResponsibilityThe Associate Director:Leads a small team through financial and compliance audits ... is described in the Pipeline Advertisement.Our Finance team brings together our financial perspectives into our overall strategic and tactical decision making. We… more
- Merck & Co. (Durham, NC)
- …procedures and business plan; receives guidance and oversight from Operations Associate Director and Director;Interprets client and/or customer needs and ... daily deadlines; develops plans to meet short-term objectives;Works within budgetary/ financial objectives set by Director;Makes decisions - guided by policies and… more
- Ronald Blue Trust (Bothell, WA)
- …and clients by performing a variety of complex duties in the areas of client service , financial planning, investment management, office administration and/or ... in meeting their goals and providing the highest quality client service . Principal Accountabilities: 1. Initiates and...experience in a support role in administrative support, customer service , or accounting in a financial , investment,… more
- UBS (Fort Myers, FL)
- …advisors who deliver products and services specifically designed for them. As a Client Service Associate , you'll play an important role in delivering ... to take care of people? We're looking for a Client Service Associate to: *keep... Associate to: *keep management systems up-to-date with client information *educate clients on account services … more
- Raymond James Financial, Inc. (Newtown, PA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... Raymond James could take you! Essential Duties and Responsibilities Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial … more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... a career at Raymond James could take you! Responsibilities: * Services a high volume of daily interactions, including basic...*With a high level of organization and accuracy, processes client financial transactions and financial … more
- Global Elite Texas (Waterbury, CT)
- …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
- Raymond James Financial, Inc. (New Port Richey, FL)
- … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... 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
- Norman Alex (Miami, FL)
- About the job Client Services Associate Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business. Must have Series 7 ... are a plus. The role focuses on delivering excellent client service by handling administrative tasks, account...execution, documentation, and communication. The CSA works closely with Financial Advisors to ensure a seamless client … more
- Advisor Employee Services (Franklin, TN)
- …Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services , a consulting firm ... Client Service Administrator Are you looking...accuracy Proactive management style and consistent follow-through Minimum Requirements: Associate degree preferred Financial Industry experience required… more
- TalentLink Solutions (Atlanta, GA)
- …individuals, families, and institutions. We are looking for an experienced and versatile Client Service Associate to support our advisors, our clients, ... & Activities Communicate, process, and follow up with clients on various client service items, including general questions, applications, withdrawal requests,… more
- International Search Consultants (Wilmington, DE)
- Client Service Associate Wilmington, DE ISC's team of Financial Services Recruiters has been retained by a prominent and growing global investment ... families, trusts, foundations, and endowments. They're seeking a talented Client Service Associate to join...Coast Wealth Advisors to ensure clients receive high touch service and their financial transactions/money movements are… more
- Morgan Stanley (Pittsburgh, PA)
- Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY Registered Client Service Associates provide exceptional ... Morgan Stanley EOE committed to diversifying its workforce. Morgan Stanley Registered Client Service Associate Job Description EDUCATION, EXPERIENCE,… more
- Pride Global (Portland, ME)
- Client Service Coordinator Location: Portland, ME (Downtown - Two Portland Square) Duration: 12-week contract S chedule: Monday to Friday, 35 hours/week Hours: ... Arrangement: 100% onsite About the Opportunity: We're hiring a Client Service Coordinator to join the Portland...Coordinator to join the Portland branch of a respected financial services firm with a strong reputation… 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 ... to clients that pairs tailored portfolios with a personalized financial plan and service team. With the...and streamline processes, contributing to the overall excellence of client service and support. Your ability to… more
- Fulton Bank (Bethlehem, PA)
- …business, finance or related. (Required) Experience 5 or more years experience in financial services or sales environment. (Preferred) 3 or more years ... funds, providing portfolio information and other requests. Collaborates with Financial Advisor(s) to prepare client meetings and...administration in financial services or sales environment. (Required) 2… more
- Kestra Financial Independent Advisor (Castle Rock, CO)
- Summary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship ... servicing. This position requires a strong understanding of the financial services industry and products and is...advisors of a large book of business including managing client needs regarding service , administrative tasks and… more
- HUB International Limited (Pasadena, CA)
- …assigned Skills and Knowledge: Bachelor's degree or job-related experience Knowledge of financial services products, including but not limited to equities, ... funds, annuities, insurance, and managed accounts 1+ years of financial services experience with a solid knowledge...toward client relations to provide exceptional, proactive client service Ability to interact with people… more
- National Financial Partners (Boca Raton, FL)
- Summary: As a Client Service Associate , your primary responsibility is to forge and nurture robust relationships with clients, advisors, and team members ... information, and streamline processes, contributing to the overall excellence of client service and support. Your ability to seamlessly blend administrative… more
