- Raymond James Financial, Inc. (FL)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... proactive, virtual support to financial advisors. Provide efficient, high quality client service , account maintenance, and administrative support to advisors… more
- Raymond James Financial, Inc. (Carmel, IN)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (San Francisco, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (Greenville, SC)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... **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. (Charleston, SC)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Hanover, NH)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …insight is very important to our team. Cedar Rapids Raymond James is seeking a Registered Client Service Associate who is a motivated, detail-oriented, ... Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (NC)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows...**Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- Citigroup (Chicago, IL)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Raymond James Financial, Inc. (Morristown, NJ)
- … Service Advisor to complement our existing team. **Purpose of the Role:** The Registered Client Service Advisor is accountable for managing and nurturing ... client relationships. The primary focus is to provide high-touch service , ensure client satisfaction, and effectively handle any client referrals. The … more
- Comerica (Dallas, TX)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …and protocols for routine inquiries. Carry out a range of customer service activities, including handling customer cases and inquiries that are more complex ... customer retention and business development activities. Provide an efficient counter service by carrying out standard branch operations tasks and informing customers… more
- Truist (Winter Park, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Robert Half Finance & Accounting (Boston, MA)
- … is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include ... client account servicing, new account opening, assisting with financial professional transitions, and office administrative duties. Personal career growth initiative, as well as strong collaboration and communication skills, are highly valued. Requirements… more
- Citigroup (San Antonio, TX)
- …clients via our Citibank branch-based advisors and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate will be ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Citigroup (Jacksonville, FL)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …expanding team that currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting ... * Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis. *… more
- Citigroup (O'Fallon, MO)
- The Registered Wealth Client Solutions Associate is a Client Service and Sales support position, fully responsible for servicing and supporting ... (AML) procedures for Citi's Investment and/or Banking clients. The Registered Wealth Client Solutions Associate ...services + Directly responsible for providing timely responses to client service requests, received via telephone or… more
- Bank of America (Iselin, NJ)
- …to address all service needs of their clients. **Position Overview:** The ** Registered Wealth Management Client Associate ** role is a sales support ... Registered Wealth Management Client Associate...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… more
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