- Crossroads Staffing Services (Monterey, CA)
- …Monterey, or San Diego Branch location. The Registered Client Service Associate will work for several financial advisors. This position will assist in ... years experience in the brokeragefinancial services industry as a Registered Client Service Associate . Series 7 and 63 or 66 license. Strong proficiency… more
- Stifel (Fairport, NY)
- …. What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and ... request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock… more
- Mariner (Madison, NJ)
- Job Description The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client ... service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive… more
- Raymond James Financial, Inc. (Bend, OR)
- …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
- Morgan Stanley (Conshohocken, PA)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... Client Service Associates help shape the...as an example Review and take appropriate action on client account alerts OTHER Partner with Financial … more
- Truist (Greenville, NC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and… more
- Morgan Stanley (Middleton, MA)
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... PWAs/ teams in delivering against their business plan and client service model Remaining current on all...more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited… more
- PNC Financial Services Group, Inc. (Murrieta, CA)
- …valued and have an opportunity to contribute to the company's success. As a(n) Client Experience Associate within PNC's retail organization, you will be based in ... successful in this position. Preferred Skills Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying… more
- Coldstream Wealth Management (Mercer Island, WA)
- …a fantastic opportunity to join one of our largest wealth management teams! As a Client Service Associate , you will learn the Registered Investment Advisor ... has: Customer service experience and the desire to provide superior client service in a team-oriented environment Interest in building a career in the wealth… more
- AlphaSights (New York, NY)
- …sleeves and make things happen. A day in the life of an Associate As an Associate in the Client Service team, you'll be the link between our clients and ... clear career path ahead of you? If so, our Associate Program is the right choice for you. About...thrive in a fast-paced, results-oriented environment. You possess a client -first mindset. You excel under pressure and enjoy working… more
- Triumph Financial (Moline, IL)
- …while delivering with humility. We thrive on providing exceptional customer service , and we look for friendly professionals dedicated to helping customers ... achieve their financial goals. Position Summary: Responsible for providing prompt and...and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism… more
- Global Elite Texas (Lansdale, PA)
- …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
- Jackson Hewitt Tax Service, Inc. (Rock Hill, SC)
- …relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who ... looking for someone who thrives in a welcoming, customer service -oriented environment with excellent communication skills . If you...visit our offices, ensuring exceptional client experiences and providing essential support. In this role,… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …As a team, we are united by our North Star: helping people. We are seeking a Client Service Associate with shared values and vision to join our team. The ... for professional and personal development. Essential Duties and Responsibilities Service daily client inquiries over the phone...James" includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James… more
- NFP (Potomac, MD)
- …fiduciary business model, the firm believes in connecting all aspects of a client 's financial life to deliver thoughtful, collaborative strategies that focus on ... what is most important to each client . Wealthspire Advisors acts as a wealth manager, investment...four years of directly related industry experience; experience in financial planning and/or the securities industry (helpful). Numerical accuracy… more
- IPG Mediabrands (New York, NY)
- …personal finance, consumer product goods (CPG), pharma, health and wellness, entertainment, financial services , energy, toys and gaming, direct to consumer and ... efficiencies across our people, systems, processes and tools in service of client & agency growth. Key...consumer product goods (CPG), pharma, health and wellness, entertainment, financial services , energy, toys and gaming, direct… more
- BDO USA (New York, NY)
- …at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax ... Job Description Job Summary: The Tax Associate , Core Tax Services is responsible...Quality Manual ("TQM"). Applies understanding of client 's unique set of circumstances, documentation, and/or other requirements… more
- Alvarez & Marsal (Mount Holly, NC)
- Description PEPI - CFO Services - Senior Associate ( Financial Reporting Advisory) OVERVIEW: A&M CFO Services work with private equity held portfolio ... or revised accounting standards and effective management of the financial reporting processes. CFO Services Provides the...client Ability to identify where the pillars of services CFO Services provides are not functioning… more
- iCapital (Stamford, CT)
- …financial instruments Experience with RIA/Wealth management policies, procedures, and client service Experience working with wirehouses or custodians ... About the Role iCapital is looking for a Client Delivery Specialist Associate to join...Software maintenance and setup: System setup and configuration New client setup New financial account and asset… more
- Bank of America (Highland Park, IL)
- …Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... to address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of… more
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