- 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
- Morgan Stanley (Atlanta, GA)
- …workforce. M/F/D/V **Job:** **Wealth Management* **Title:** * Sr . Registered Client Service Associate * **Location:** *Georgia-Atlanta* **Requisition ID:** ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- CIBC (St. Louis, MO)
- …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 ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. At...program, a vacation offering and MomentMakers, our social, points-based recognition program + Our spaces and technological toolkit will… more
- CIBC (Denver, CO)
- …other custodial services for high-net-worth individuals, their families, foundations and/or endowments. The Senior Client Service Associate executes the ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed:** + Prepare… more
- Raymond James Financial, Inc. (Columbia, SC)
- … 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
- Morgan Stanley (Atlanta, GA)
- …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate **Location:** *Georgia-Atlanta* **Requisition ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through… more
- CIBC (Tampa, FL)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Senior Client Service Associate , you will ... about resolution. You will also provide oversight on some aspects of the Client Service Associate 's responsibilities. + Demonstrate a passionate commitment… more
- Morgan Stanley (Seattle, WA)
- …**Wealth Management* **Title:** *Private Wealth Management Senior Registered Client Service Associate * **Location:** *Washington-Seattle* **Requisition ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through… more
- Raymond James Financial, Inc. (Charleston, 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
- HUB International (Rockville, MD)
- …and other client account forms + Run reports and provide status updates to senior client service associate (s) on new account forms, confirming ... we are passionate about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* *WHAT IS THE OPPORTUNITY?* This is a hybrid service role that will support select investment account related ... FINRA Series 24: General Securities Principal * 5 years experience in client service , banking operations or relationship management support * 5 years of… more
- Kestra Financial (Columbus, OH)
- …as point of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, ... The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent… more
- Comerica (Dallas, TX)
- Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- UHS (Johnson City, NY)
- Client Service Associate , UHS...care offices, in addition to home care services and senior living facilities. The United Health Services system employs ... $19.37 - $28.09 per hour, depending on experience. Overview The Client Service Associate assists physicians, patients and other healthcare professionals… 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
- Aristotle Capital Management (Newport Beach, CA)
- …focused on research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The ... Senior Associate , Client Service is an integral part of APC's institutional business development team. The individual is responsible for RFPs and… more
- Public Consulting Group (Columbus, OH)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . ** Client Success Partner - EDPlan Innovations** Client Success Partners ... of the EDPlan Innovations Team. This position will be responsible for engaging client stakeholders for EDPlan Innovation projects. Client Success Partners are… more
- Public Consulting Group (Columbus, OH)
- …Equitable Education + Recovery Services **Duties and Responsibilities** + Supports customer service and operations for clients: + initiative planning and ongoing ... client relationship management + collaborate with external vendors, external...union, or domestic partnership status, past or present military service , citizenship status, family medical history or genetic information,… more
- M&T Bank (Paramus, NJ)
- …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
- 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