- 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. (Memphis, TN)
- … 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 securityinformation… more
- Raymond James Financial, Inc. (Chicago, IL)
- … 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
- 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. (FL)
- …proactive, virtual support to financial advisors. Provide efficient, high quality client service , account maintenance, and administrative support to advisors ... levels. * Work independently. * Provide a high level of customer service . **Educational/Previous Experience Requirements** * Associate 's degree and five (5)… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and final communications. * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows up, either verbally ... or in writing, to ensure client satisfaction. * Responds to incoming inquiries related to...**Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *… 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
- Raymond James Financial, Inc. (Salt Lake City, UT)
- …Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... 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. * Analyze… more
- Raymond James Financial, Inc. (Miami, FL)
- **Job Description** Responsibilities: * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... 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. * Analyze… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Job Description** Responsibilities Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and ... mailings. Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… 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
- Raymond James Financial, Inc. (Beverly Hills, CA)
- **Job Description** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- Citigroup (O'Fallon, MO)
- 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
- 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
- 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
- Bank of America (Boca Raton, FL)
- Registered Wealth Management Client Associate Boca Raton, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... that is culture driven, resilient, results focused and effective. **Position Overview:** The ** Registered Wealth Management Client Associate ** role is a… more
- Wells Fargo (Austin, TX)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Registered Client Associate role to… more
- Wells Fargo (Burlington, VT)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Registered Client Associate role to… more
- Bank of America (Newport Beach, CA)
- Registered Wealth Management Client Associate Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Allegheny, PA)
- Registered Private Wealth Management Client Associate Allegheny, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more