- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 2 years experience in client service , banking operations or relationship management support required. * ... the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts… more
- Citigroup (Hermosa Beach, CA)
- The Licensed 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
- Citigroup (Miami, FL)
- The Licensed 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
- 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 ... creating the life they envision. Who We Want: The client service associate plays a...and processing is handled in a timely, accurate, and professional manner. Along with the back office functions the… 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 ... exceptional client service . The Senior Client Service Associate reports directly...mentor team members to ensure accountability, performance excellence, and professional growth. + Conduct performance evaluations and provide timely… more
- Kestra Financial (Avon, CT)
- We are seeking a dedicated Client Service Associate to... client inquiries and issues . Respond to client requests in a timely and professional ... for providing superior support to our customers. As a Client Service Associate , you will...and vision insurance + Generous paid time off and holiday schedule + Opportunities for professional development and career… 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. (Carmel, IN)
- …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. (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. (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 ... manage and standardize best practices for various activities: new client on-boarding, + large client liquidity events,...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- WTW (St. Louis, MO)
- …wellbeing, life, disability, and absence management benefits for clients. + Partnering with client service team leader to deliver superior project management + ... **Description** As a Health and Benefits Lead Associate you will contribute to a wide variety...Providing superior client service in response to everyday … 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 ... 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. (St. Louis, MO)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... 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
- 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 ... 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
- WTW (Milwaukee, WI)
- …wellbeing, life, disability, and absence management benefits for clients. + Partnering with client service team leader to deliver superior project management + ... **Description** As a Health and Benefits Lead Associate you will contribute to a wide variety...Providing superior client service in response to everyday … more
- Raymond James Financial, Inc. (Newport Beach, CA)
- … 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. (Tallahassee, FL)
- … 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. (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.… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …is very important to our team. Cedar Rapids Raymond James is seeking a Registered Client Service Associate who is a motivated, detail-oriented, and creative ... 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
- 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 ... address client needs. Promptly Research and resolve client inquiries in a timely, thoughtful, and professional...**Educational background:** You have a bachelor's degree (preferred). + ** Client service experience:** You have 3+ years… more