- Zions Bancorporation (Salt Lake City, UT)
- …possibilities are endless. You bring the talent; we bring the opportunity. Role Summary The Client Account Service Associate (CASA) plays a pivotal role ... at our downtown Salt Lake City, UT location. General Responsibilities + Deliver client service aligned to defined segmentation models. + Utilize Salesforce… more
- JPMorgan Chase (Tampa, FL)
- …a portfolio of financial clients, this could be the role for you! As a Client Service Account Manager within the Corporate Institutions Group, you will ... organization acts as a central point of resolution to support the client 's business operations, identify product/ service gaps and development opportunities, and… more
- Kestra Financial (Raleigh, NC)
- Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients ... creating the life they envision. Who We Want: The client service associate plays a...account maintenance, and compliance + Process, submit, and service all account paperwork/requests; follow through to… more
- Eastern Bank (Portsmouth, NH)
- … Client Associate plays a key role in delivering exceptional client service and operational support to high-net-worth clients by collaborating with ... + Serve as a primary point of contact for client service inquiries and requests. + Assist...service inquiries and requests. + Assist with new client onboarding, including documentation, account setup, and… more
- PNC (Cleveland, OH)
- …respected, valued and have an opportunity to contribute to the company's success. As a Client Service Associate within the PNC Private Bank organization, you ... may be performed remotely, at the manager's discretion. The Client Service Associate serves as...implementation and servicing issues. + Initiates, updates and verifies client , account , or transaction details in relevant… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... exceptional client service . The Senior Client Service Associate reports directly...of contact for clients regarding service requests, account maintenance, and problem resolution. + Ensure client… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- CIBC (New York, NY)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a **Senior Client Service Associate ** , you will support Private ... efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with… 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 ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...interview._** **How you'll succeed** + Prepare and process new account paperwork + Open new accounts and sub-accounts +… more
- Raymond James Financial, Inc. (Greenville, SC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...manage and standardize best practices for various activities: new client on-boarding, + large client liquidity events,… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **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,… 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 ... **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,… more
- The Cigna Group (Tampa, FL)
- …will have demonstrated experience and ability to manage all services aspects of Client Account service delivery, product offerings, funding types and ... The Sales Client Account Support Senior Analyst role...systems, platforms, funding types. + Provide support for designated Client Service Operations Lead team on all… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …is very important to our team. Cedar Rapids Raymond James is seeking a Registered Client Service Associate who is a motivated, detail-oriented, and creative ... 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,… more
- Woodforest National Bank (The Woodlands, TX)
- The Registered Client Service Associate works under general supervision, using specialized knowledge and skills obtained through experience and/or formal ... and Veterans. **Job:** **Corporate* **Organization:** **Texas - Houston* **Title:** *Registered Client Service Associate * **Location:** *Texas-The Woodlands*… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Bank of America (Jacksonville, FL)
- Client Service Associate Jacksonville,...+ IAP enrollment and maintenance + Process and manage client servicing requests and account maintenance + ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/ Client - Service - Associate \_25030824) **Job Description:** Merrill Wealth… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Apply now and connect with Jennifer Fukumae on LinkedIn for faster consideration. Client Service Associate (CSA) Location: Mountain View, CA (Onsite ... and continued client trust. The Role: The Client Service Associate will play... servicing requests and inquiries + Prepare and process account paperwork, including account openings, transfers, contributions/distributions,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered ... high-performing team that values hard work, integrity, and strong client service . The firm offers a positive...account paperwork accurately and on time + Handle account maintenance (transfers, RMDs, client instructions) +… more
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