- 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
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- …Word, Excel and PowerPoint. -Knowledge of the Fifth Third banking systems is preferred. Sr . Client Service Associate , Wealth & Asset Management ... or BS/BA is preferred. -Brings a minimum of 3 years of successful banking/ client service experience in retail, commercial, business, private banking, and/or … more
- Morgan Stanley (Miami, FL)
- … by modernizing the client experience through an elevated standard of care. The Senior Client Service Associate assists with the development and ... (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** *Florida-Miami* **Requisition… more
- CIBC (San Francisco, CA)
- …contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Client Service Associate executes the ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **Responsibilities include:** + Prepare… more
- Morgan Stanley (Savannah, GA)
- …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Senior Registered Client Service Associate * **Location:** *Georgia-Savannah* ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through… 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. (Las Vegas, NV)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- HUB International (Bethesda, MD)
- …and other client account forms + Run reports and provide status updates to senior client service associate (s) on new account forms, confirming ... are passionate about our talent. We currently have an opportunity for a ** Client Service Associate - Wealth Management** to join our Retirement and Private… more
- Kestra Financial (Hartford, CT)
- Summary The Client Service Associate reports to the Senior Client Service Associate , Lead Advisor, or Principal Advisor and is critical to ... in pursuit of business objectives. + Other responsibilities as assigned by the Senior Client Service Associate , Lead Advisor, or Principal Advisor.… more
- CIBC (Atlanta, GA)
- …more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Client Service Associate supports Senior Relationship Managers and ... and situations with proficiency **Qualifications:** + Bachelor's degree preferred + Strong client service commitment + Understanding of wealth management a plus… 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 (Grosse Pointe Woods, MI)
- 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
- City National Bank (Los Angeles, CA)
- ** CLIENT SERVICE ASSOCIATE SENIOR CNS** **WHAT IS THE OPPORTUNITY?** Serve as a registered representative for City National Securities (CNS). Process ... support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for retirement… more
- JPMorgan Chase (Charlotte, NC)
- …Sales partners, and Bankers located in the United States and across the globe. As a Client Service Senior Associate you are a trusted member of ... treasury and cash management products and services. As a Client Service Sr . Associate...offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.… more
- JPMorgan Chase (Charlotte, NC)
- …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 ... States and across the globe. **Role Summary** As a Client Service Senor Associate you...roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer… more
- Kestra Financial (Westport, MA)
- …to detail, and time management skills. Essential Duties and Responsibilities * Supports Financial Advisor/ Senior Client Service Associate of a large book ... solve the needs of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing superior client experience. This… more
- Kestra Financial (Raleigh, NC)
- …customer service , attention to detail, and time management skills * Supports Financial Advisor/ Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent… 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
- Otis Elevator Company (Maryland Heights, MO)
- …Heights, MO, 63146 USA Otis Elevator Company is searching for a highly motivated Sr Associate , Client Relationship Mgmt., responsible for account management ... renewal efforts + Assist with customer concern resolution along with Operations, including Service PM and Supervisor + Partner with branch repair sales and business… more
- Belcan (Scottsdale, AZ)
- …Date: Right Away Keywords: #materialhandler #arizonajobs #nowhiring A Sr . Material Handling Associate job is available with our client in Scottsdale, AZ. In ... Sr . Material Handling Associate Job Number:...to proficiently handle your routine tasks. * Outstanding customer service and communication skills. If you are interested in… more