- 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...account maintenance, and compliance + Process, submit, and service all account paperwork/requests; follow through to… more
- TEKsystems (Colorado Springs, CO)
- …solutions that clients can rely on-today and for the long term. As a Client Services Associate in Retail Account Management, you'll play a vital role in ... Client Services Associate Location:...uploading agreements, R&D calculations. + Complex: Beneficiary changes, new account setups, complex asset allocations. + Review and interpret… 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
- 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 ... operations of 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
- Coldstream Wealth Management (Portland, OR)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive and growing team, you will ... in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The...the team is now adding a CSA position. The Client Service Associate Role The… more
- Coldstream Wealth Management (Portland, OR)
- …merged with Coldstream Capital. Located in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service ... If you're interested in developing your career in financial services , Coldstream has a fantastic opportunity to join one...tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream… more
- TEKsystems (Colorado Springs, CO)
- Client Services Associate Pay...rely on-today and for the long term. Position Overview Client Servicing Associates in Retail Account Management ... business processes: Support initiatives that enhance transaction timing, quality, and client support. + Learning and understanding service requirements: Gain… more
- 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 ... exceptional client service . The Senior Client Service Associate reports directly...of contact for clients regarding service requests, account maintenance, and problem resolution. + Ensure client… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the...point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . ... establishhttps://jpmc.fa.oraclecloud.com/fscmUI/redwood/recruiting-hiring/hiring/landing?tab\_id=DetailsIding, maintaining, and building client relationships. The Client Service Associate works in… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more