- 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 ... 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
- 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 ... Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model Facilitate new account set up at the custodial… 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
- SPS-North America (Herndon, VA)
- Job Title: Mailroom Associate Reports To: The Client Service Associate / Mailroom Associate will report to the Client Services Supervisor, ... Services Manager, or equivalent leadership. Job Overview: The Client Service Associate /Mailroom Associate...the highest level of service to all client and SPS employees while maintaining a professional… more
- 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 ... advisors and branch office. Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- Morgan Stanley (Alpharetta, GA)
- …that align with your goals as a professional A Typical Workday as a Client Service Associate : Manage daily volume of inbound calls and emails ... Are you an experienced customer service professional , looking to jumpstart your...Virtual Client Solutions team is seeking a Client Service Associate to help… more
- Cerity Partners (Chicago, IL)
- The Client Service Associate role focuses...to detail, and a commitment to providing friendly and professional client service . The role also ... requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate … 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 ... client -related beverages and treats, ensure the Reception Area is proper for client visits) Client Service Duties Support financial advisors and their… 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 ... that meets or exceeds our clients' expectations. The Client Service Associate executes the...ready to contribute your expertise to one of our professional corporate areas like Information Technology, Account & Finance,… 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 ... assisting the agents with all aspects of new sales, client service , and meeting support. The purpose...assigned. What We're Looking For Strong oral and written professional communication skills Insurance product knowledge (life, disability and… 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 ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...stressful situations and provide a high level of customer service in a calm and professional manner.… 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.… 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 ... advisors and branch office. *Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner.… 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...Desire to learn, be resourceful, and think outside the Professional appearance and Proficiency in Microsoft Office is required;… more
- Morgan Stanley (El Segundo, CA)
- POSITION SUMMARY: Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an ... with Financial Advisor(s) in developing a business plan and delivering against a client service model Support the team's marketing strategy by maintaining… more
- NFP (Los Angeles, CA)
- …Manager's by coordinating activities and initiatives that facilitate the new policy and client service processes. Must provide superior client service ... summaries. Coordinates tasks and responsibilities for all joint work cases. Client Service Provide high-level administrative support to the Relationship… 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...for you too Responsibilities : Respond to and execute client requests in a timely and professional … more
- TBK Bank, SSB (Dallas, TX)
- …achieve their financial goals. Position Summary: As a Client Services Associate , you'll have the opportunity to build professional relationships and provide ... while delivering with humility. We thrive on providing exceptional customer service , and we look for friendly professionals dedicated to helping customers… 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
- 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
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