- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... preparing requisite paperwork, and post-meeting documentation. * Process, submit, and service all account paperwork/requests; follow through to completion… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- HUB International (Diamond Bar, CA)
- …our customer's needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively with the service team to ... Assist the Account Management team with all aspects of the account - service for all client group sizes + Assist eligibility changes, enrollments, changes and… more
- Banco Popular Puerto Rico (Bronx, NY)
- …18, 2025 Location: Bronx, NY, US, 10458 Company: Popular Workplace Type: On-site Sales and Service Associate Bronx Fordham Road NY Mgmt The Sales and Service ... needs of existing and potential customers while rendering quality service in accordance with bank goals to attain growth,...to opening of accounts to ensure customer knowledge of account features + Stay abreast of changes to banking… more
- Raymond James Financial, Inc. (Washington, DC)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other… more
- Raymond James Financial, Inc. (Hanover, NH)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem ... **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic...and responds to all corporate action items and client account alerts. * Prepares financial reports, spreadsheets and other… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …very important to our team. Cedar Rapids Raymond James is seeking a Client Service Associate who is a motivated, detail-oriented, and creative problem solver to ... Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic...and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other… 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 Service ... will play a pivotal role in delivering exceptional customer service and operational support to our clients. Your role...that the remaining commission be allocated to a client account , where the investment manager would accrue CSA credits… more
- Xerox (Malvern, PA)
- Service Delivery Associate - Malvern, PA **General Information** Press space or enter keys to toggle section visibility City Malvern State/Province Pennsylvania ... . **Job Summary:** We are seeking a reliable and detail-oriented Service Delivery Associate to manage the daily receipt, sorting, and distribution of inbound… more
- Cardinal Health (Riverview, FL)
- …quality assurance, employee safety and engagement, and environmental commitment. **Job Summary** The Service and Repair Associate plays a key role in the ... manufacturing process of Cardinal Health medical products. The Service and Repair Associate operates multiple machines...coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to… more