- 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 ... service . The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's client service operations,… more
- Kestra Financial (Raleigh, NC)
- …We are: Cunningham Financial , a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients ... Client Service Associate Summary The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,...candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of… more
- HUB International (Austin, TX)
- …the tomorrows for all. **Job purpose:** The Client Service Associate provides essential support to the Financial Advisor by ensuring seamless day-to-day ... **Job Title:** Client Service Associate **Comp:**...updates, statements, and other correspondence + Collect and organize client documents needed for financial planning, account… more
- Charles Schwab (Westlake, TX)
- …for this role to work on site in the specified location(s)._ As a **International Client Service Associate ** , you will service international (non-US ... bachelor's degree is preferred. + 2+ year of customer service experience, preferably in financial services; 1+...subjects via the phone. + Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
- Santander US (Miami, FL)
- Client Lifecycle Management - Transaction Driven Financial Crime Associate Country: United States of America **Your Journey Starts Here:** Santander is a ... global leader and innovator in the financial services industry. We believe that our employees are...In this position, your goal is to deliver superior service by efficiently and accurately assessing applicable requirements for… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client ... pay eligible research/brokerage providers. The team is recruiting an associate who will have wide-ranging responsibilities in performing this...3+ years of experience or equivalent expertise in a client service role within a financial… more
- PNC (Indianapolis, IN)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... may be performed remotely, at the manager's discretion. The Client Service Associate serves as...select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following… more
- PNC (Phoenix, AZ)
- …respected, valued and have an opportunity to contribute to the company's success. As a Client Service Associate Sr within PNC Private Bank organization, you ... may be performed remotely, at the manager's discretion. The Client Service Associate Sr. serves...select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... and Skills:** + 3+ years of experience or equivalent expertise in a client service role within a financial institution. + Excellent influencing, negotiation,… more
- Raymond James Financial, Inc. (Stuart, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). +...School Diploma or equivalent and five (5) years of financial services industry service experience, or an… more
- JPMorgan Chase (Brooklyn, NY)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... and skills** + 3+ years of experience or equivalent expertise in a client service role within a financial institution. + Excellent influencing, negotiation,… more
- JPMorgan Chase (Boston, MA)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate ... and skills** + 3+ years of experience or equivalent expertise in a client service role within a financial institution. + Excellent influencing, negotiation,… more
- JPMorgan Chase (Chicago, IL)
- Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success ... in the ever-evolving world of commercial banking. As a Client Service Senior Associate within...**Required qualifications, capabilities, and skills** + Skilled in managing client relationships within a financial services environment,… more
- Raymond James Financial, Inc. (Tucson, AZ)
- …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 ...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- JPMorgan Chase (Chicago, IL)
- Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build ... in the ever-evolving world of commercial banking. As a Client Service Associate within JPMorganChase,...capabilities, and skills** + Minimum of 3 years of client -facing work experience in a financial services… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …insight is very important to our team. Cedar Rapids Raymond James is seeking a 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
- Raymond James Financial, Inc. (Oakbrook Terrace, IL)
- …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)
- …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
- JPMorgan Chase (Tempe, AZ)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial & Investment Bank, you ... will resolve client requests while working in partnership with ...will interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client… more
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