- 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...business-related field preferred + The ideal candidate will have 2 + years of experience in the financial services industry… more
- PNC (Phoenix, AZ)
- …respected, valued and have an opportunity to contribute to the company's success. As a Client Service Associate Sr within PNC Private Bank organization, you ... may be performed remotely, at the manager's discretion. The Client Service Associate Sr. serves...level typically require a university / college degree, with 2 + years of relevant professional experience. In lieu of… more
- HUB International (Austin, TX)
- **Job Title:** Client Service Associate **Comp:**...operations and client engagement **Work Experience:** + 1- 2 years of client service ... focused on the tomorrows for all. **Job purpose:** The Client Service Associate provides essential...: No Travel required **\#LI-DH1** Department Account Management & Service Required Experience: 1- 2 years of relevant… more
- JPMorgan Chase (Houston, TX)
- **Description** As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening ... all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on ...to fluently communicate (written and verbal) in Spanish + 2 + years of experience in the investment management industry… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports...Education and/or Experience * The ideal candidate will have 2 + years of experience in administrative support in a ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… more
- M&T Bank (Paramus, NJ)
- … client experience. **Education and Experience Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or ... 6 years' higher education and/or work experience, including a minimum of 2 years' financial service client service experience Strong customer service… more
- Zions Bancorporation (Cypress, TX)
- …seeking a dynamic, customer-focused professional to join our team as a **Part-time Client Service Associate (Teller)** at our **Lakewood Banking Center** ... security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service ...maintaining professionalism. **Work Schedule:** + Monday-Friday, 10:00 AM - 2 :00 PM + Saturday, 8:45 AM - 1:15 PM… more
- Truist (Orlando, FL)
- …servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2 . Receive and place orders ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Comerica (Bloomfield Hills, MI)
- 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
- HUB International (Encino, CA)
- … service for Entertainment clients (small business) by maintaining client relationships, supporting client retention, maintaining strong carrier relationships ... needs. Serves as day-to-day contact and provides resolution for client questions and issues. + Assists with the entire...journey to a better tomorrow. Department Account Management & Service Required Experience: 2 -5 years of relevant… more
- Commerce Bank (Columbia, MO)
- …of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate 's primary responsibility is the support of our Private ... Diploma or equivalent combination of education and experience required. Associate degree in related field preferred. + 2...some roles. This compensation range is for the Private Client Advisor Associate & Senior Private … more
- Publicis Groupe (New York, NY)
- …teams. + Driven by a passion for learning, innovation, and delivering excellence in client service . + Team player who enjoys learning and willingness to lean ... **Company description** Zenith is a full- service media agency with capabilities and expertise across...and provide a critical foundation for the agency. The Associate Director, Client Operations will be part… more
- Bank of America (Lake Mary, FL)
- Registered Wealth Management Client Associate Lake Mary, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Position Overview:** The **Registered Wealth Management Client Associate ** role is a sales support...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- R1 RCM (Chicago, IL)
- …tasks in response to client requests. The Client Delivery Sr. Associate primary focus is on delivering exceptional service to assigned clients, with a ... analytics, AI, intelligent automation, and workflow orchestration. As a Client Delivery Senior Associate your role will... Client Delivery Manager on delivery to the client under leadership's direction. **Required Qualifications** + 2… more
- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Private Equity Client Relationship Senior Associate to join the team in New York, NY. The Private Equity Client Relationship ... organizational, analytical, and communication skills who thrives in a dynamic, client -facing environment. The role will transition, over time, to a self-sustaining… more
- Janus Henderson Investors (Denver, CO)
- …Group KPI's. + Work in collaboration with Executive Directors, Directors, and Sr. Associate relationship managers on the Client Coverage team to facilitate ... superior financial outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing our core… more
- Wells Fargo (Melville, NY)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account...to management for review when applicable **Required Qualifications:** + 2 + years of Brokerage and Client Services… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account...and forwarding to management for review **Required Qualifications:** + 2 + years of Brokerage and Client Services… more
- Wells Fargo (Albuquerque, NM)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account...to management for review when applicable **Required Qualifications:** + 2 + years of Brokerage and Client Services… more
- Zions Bancorporation (Houston, TX)
- …will play a key part in supporting relationship managers, ensuring exceptional client service , and helping drive business growth through operational excellence ... Amegy Bank-Here, you grow. We're seeking a motivated and client -focused Client Relationship Associate to...education and relevant experience may be considered. + Minimum 2 years of experience in banking, loan operations, portfolio… more
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