- 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
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...interview._** **How you'll succeed** + Prepare and process new account paperwork + Open new accounts and sub-accounts +… more
- BlackRock (Princeton, NJ)
- …a home and improve their financial well-being. **Team Overview:** The Alternatives Client Services (ACS) team provides comprehensive support for BlackRock's ... operations, financial principles, and legal frameworks related to investment products and services . + Proven experience in a client -facing role, with the… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …insight is very important to our team. Cedar Rapids Raymond James is seeking a Client Service Associate who is a motivated, detail-oriented, and creative ... Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- CIBC (Chicago, IL)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Transaction Associate , you will support ... transactions include, but are not limited to: money movement, account maintenance, and new account opening. You'll...efficiently execute transactions. In this role, you'll collaborate with Client Service Advisors, Associate Private… more