- 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...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- TD Bank (Greenville, SC)
- … client service to achieve greater share of wallet. The Private Client Service Associate will support other team members (Relationship Managers, Trust ... + May act as a subject matter expert to Client Associate team + Ensures those existing...of account administration, retention and projects + Completes assigned administrative/ Client service tasks within policy and operating… more
- Atria Wealth Solutions (Greenville, SC)
- …mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, ... Service , Guidance, Relationships, and Community define how we interact...for ourselves. + Follows the established guidelines for maintaining client files in accordance with broker-dealer practices and FINRA… more