- Kestra Financial (Raleigh, NC)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None ... 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… more
- Raymond James Financial, Inc. (Manassas, VA)
- …high degree of attention and service . McDermott Armati Wealth Strategies is seeking a Senior Client Service Associate who shares our vision and ... clients receive exceptional, personalized attention throughout their financial journey. The Senior Client Service Associate also manages key operational… 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 ... and committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial Planner… more
- Raymond James Financial, Inc. (FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... proactive, virtual support to financial advisors. Provide efficient, high quality client service , account maintenance, and administrative support to advisors… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …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 (San Francisco, CA)
- …about 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 ... bring about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work… 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. (Southlake, TX)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- CIBC (New York, NY)
- …contribute. 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 ... you are** + **Educational background:** You have a bachelor's degree (preferred). + ** Client service experience:** You have 3+ years of financial industry… more
- Kestra Financial (Kings Park, NY)
- …daily in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities ... Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes… more
- Raymond James Financial, Inc. (NC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... * 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
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development support, a… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 and… more
- JPMorgan Chase (Tempe, AZ)
- …arise with the use of our complex treasury and cash management products and services. As a Client Service Sr . Associate in the Commercial Bank, you will ... located in the United States and across the globe. Client Service Senor Associates are a trusted...the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer… more
- JPMorgan Chase (New York, NY)
- …interested in client service , financial markets and digitalization. As a Client Service Associate II within the Markets Transition team, you will ... objectives of the client , Corporate Investment Bank Markets business and Digital Client Service organizations. You will be operating on a global team,… more
- Citigroup (San Antonio, TX)
- …advisors and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate will be responsible for servicing and supporting ... issues will be owned end to end by the associate and will be treated with a closed loop...timely feedback to senior management to identify client pain points and barriers to exceptional service… more
- M&T Bank (Boston, MA)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct… more
- Citigroup (San Antonio, TX)
- …those teams. + Provides timely feedback to senior management to identify client pain points and barriers to exceptional service ; offers suggestions on ... The Telesales Specialist role is a Client Service and Sales support position...issues will be owned end to end by the associate and will be treated with a closed loop… 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
- Kestra Financial (Raleigh, NC)
- …customer service , attention to detail, and time management skills * Supports Financial Advisor/ Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent… more
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