- 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 ... . The Senior Client Service Associate reports directly to the Financial Planner...business-related field preferred. + 5+ years of experience in financial services , with a solid understanding of… more
- Charles Schwab (Westlake, TX)
- …for this role to work on site in the specified location(s)._ As a **International Client Service Associate ** , you will service international (non-US ... bachelor's degree is preferred. + 2+ year of customer service experience, preferably in financial services...subjects via the phone. + Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
- Kestra Financial (Raleigh, NC)
- …We are: Cunningham Financial , a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients ... Associate Summary The Client Service Associate reports to the Financial...candidate will have 2+ years of experience in the financial services industry allowing for a good… more
- World Insurance Associates, LLC. (Westborough, MA)
- …Position Summary We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational ... Qualifications + 2-5 years of experience in financial services , wealth management, or a related client service role (preferred) + Strong understanding of… more
- TEKsystems (Tucson, AZ)
- Client Services Associate - Join a Leading Financial Firm! Location: Tucson, AZ 85712 Employment Type: Permanent Salary: $50,000-$70,000 (Junior Level) | ... We're seeking a Client Services Associate to join a dynamic financial firm...strong mentorship and advancement potential. What You'll Do + Client Service : Build and maintain strong relationships… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,...candidate will have 5+ years of experience in the financial services industry allowing for a good… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… more
- Zions Bancorporation (Salt Lake City, UT)
- …are endless. You bring the talent; we bring the opportunity. **Role Summary** The Client Account Service Associate (CASA) plays a pivotal role in ... aligned to defined segmentation models. + Utilize Salesforce Financial Services Cloud and integrated workflows to manage service requests and track… more
- Santander US (Miami, FL)
- Client Lifecycle Management - Transaction Driven Financial Crime Associate Country: United States of America **Your Journey Starts Here:** Santander is a ... global leader and innovator in the financial services industry. We believe that our...In this position, your goal is to deliver superior service by efficiently and accurately assessing applicable requirements for… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …Client Service Associate Are you passionate about delivering outstanding customer service in the financial services industry? We are seeking a ... Client Service /Account Management Associate to provide efficient support...3rd parties, producers, and teammates. Qualifications . Preferred Experience: Client support in financial services … more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... for institutional investors. JPMorgan's North American Cash Equities Client Services is the primary point of...3+ years of experience or equivalent expertise in a client service role within a financial… more
- PNC (Indianapolis, IN)
- …all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any ... valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will… more
- Bank of America (San Francisco, CA)
- …appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...partners closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- PNC (Phoenix, AZ)
- …PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate Sr also partners with Advisors/Leaders on any ... opportunity to contribute to the company's success. As a Client Service Associate Sr within...customer expectations to ensure maximum satisfaction with products and services . Provides exceptional client service … more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client ... and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will...3+ years of experience or equivalent expertise in a client service role within a financial… more
- JPMorgan Chase (Chicago, IL)
- Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success ... in the ever-evolving world of commercial banking. As a Client Service Senior Associate within...**Required qualifications, capabilities, and skills** + Skilled in managing client relationships within a financial services… more
- JPMorgan Chase (Boston, MA)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate ... I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide...3+ years of experience or equivalent expertise in a client service role within a financial… more
- Robert Half Office Team (San Diego, CA)
- Description Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers ... into CRM and portfolio management systems. + Help resolve client service issues and escalate as necessary....and administrative tasks. Requirements Requirements: + Previous experience in client services , financial services… more
- TEKsystems (Colorado Springs, CO)
- Client Services Associate Location:...looking to launch a career in financial services . Key Responsibilities: + Process 350-400 client ... Overview Join a global leader in asset management and financial services , committed to delivering investment excellence...rely on-today and for the long term. As a Client Services Associate in Retail… more
- HUB International (Austin, TX)
- …the tomorrows for all. **Job purpose:** The Client Service Associate provides essential support to the Financial Advisor by ensuring seamless day-to-day ... **Job Title:** Client Service Associate **Comp:**...updates, statements, and other correspondence + Collect and organize client documents needed for financial planning, account… more
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