- Kestra Financial (Raleigh, NC)
- 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 ... goals and work toward creating the life they envision. Who We Want: The client service associate plays a critical role in the back-office functioning of our… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... be based in Baltimore, MD. The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client … more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Stable client within the finance industry is looking to staff a tech savvy Client Service Associate who can assist with supporting marketing and business ... company's ERP system, processing purchase orders, and monitoring inventory. The ideal Client Service Associate will also develop business plans to assist in… more
- Raymond James Financial, Inc. (Manassas, VA)
- …of attention and service . McDermott Armati Wealth Strategies is seeking a Senior Client Service Associate who shares our vision and mission. The role ... exceptional, personalized attention throughout their financial journey. The Senior Client Service Associate also manages key operational and compliance… 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 and manages the… more
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, New York **Hybrid** Contract Up to $30/hr Join a leading independent global investment management firm as a Client ... experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have… more
- HUB International (Austin, TX)
- …integrity and building success by developing relationships with others **Job purpose:** The Client Service Associate provides essential support to the ... records, coordinating schedules, and supporting both the advisor and clients, the Client Service Associate plays a critical role in delivering a high-quality… more
- Kestra Financial (Avon, CT)
- We are seeking a dedicated Client Service Associate to join our dynamic team, contributing to our commitment to exceptional customer service . In this ... and a passion for providing superior support to our customers. As a Client Service Associate , you will collaborate with various departments to deliver… 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
- JPMorgan Chase (Charlotte, NC)
- Step into the role of a Client Service Associate within our Commercial Bank and become an integral part of our clients' success stories. As the primary point ... make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate at JPMorganChase, you will play a pivotal role in… more
- CIBC (San Francisco, CA)
- …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 more complex ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …401(k) with match, annual reviews, and discretionary profit-sharing bonus Position Summary The Client Service Associate plays a critical role in delivering ... assets, the team fosters a collaborative, entrepreneurial culture that emphasizes development, client service excellence, and long-term career growth. What We… more
- CIBC (New York, NY)
- …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 support Private ... + **Educational background:** You have a bachelor's degree (preferred). + ** Client service experience:** You have 3+ years of financial industry experience with… more
- Raymond James Financial, Inc. (Atlanta, GA)
- …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
- JPMorgan Chase (Tempe, AZ)
- …with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve ... Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client 's team and deeply… 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 ... 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)
- …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
- JPMorgan Chase (Tempe, AZ)
- …delivers premier client service , JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at JP Morgan you will be ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …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...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Timonium, MD)
- …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...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more