- Grant Thornton (Dallas, TX)
- …licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a multinational, ... As the Strategic Assurance and SOC Services Senior Associate , you'll be responsible...Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American… 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 ... financial advisory partnership built on integrity and trust. We take...a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks.… more
- Oriental Bank (San Juan, PR)
- The Associate , Sales and Mortgage Expert (SAME) provides a superior customer experience to new and existing clients, promote Oriental Mortgage products and will be ... of a wide variety of integrated solutions and financial services . The position works on site based in San...fast-paced environment and can provide superior consulting and financial advisory to prospective clients. + Continuous learners excited to… more
- AON (Boston, MA)
- …+ Contribute to business development through participation in industry forums + Cross sell services for all of Rewards and Career Advisory , Talent and Human ... Aon is Hiring an Associate Partner - Employee Rewards - Virtual As...development through participation in industry forums + Cross sell services for all of Rewards and Career Advisory… more
- Woodforest National Bank (The Woodlands, TX)
- The Registered Client Service Associate works under general supervision, using specialized knowledge and skills obtained through experience and/or formal ... **Job:** **Corporate* **Organization:** **Texas - Houston* **Title:** *Registered Client Service Associate * **Location:** *Texas-The Woodlands* **Requisition ID:**… more
- JPMorgan Chase (Boston, MA)
- …to our clients globally. **Job summary:** As a 55ip Enterprise Advisor Service Associate within the 55ip Client Advisory team, you will be instrumental in ... our internal partners. As our firm and the Advisor Services team grow, your role as the hub of...working with Investment Advisors + Familiarity with Salesforce and Service Cloud + Superior verbal and written communication skills… more
- Foresters Financial Services (Westbury, NY)
- …advisory platforms, comprehensive broker-dealer and registered investment adviser services , practice management support and innovative technology. " Cetera ... Sales Support Associate Sales Westbury, New York Apply Description What...What we need: This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance while… more
- CIBC (San Francisco, CA)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions required ... also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable...accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience… more
- Thrivent Financial (Bellevue, WA)
- …advise prospective and current members/customers on suitable financial products and investment advisory services + Open and complete product applications + ... this position will be focused on securities and investment advisory products and services as well as...Make follow-up calls that require licensing as requested by advisory team or Customer Service Coordinator +… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …of our work. The Opportunity They are looking for a proactive and detail-oriented Client Service Associate to join our growing team. This role is central to ... clients. With over 15 years of experience in the advisory space, the team is built on a people-first...Bachelor's degree + 2+ years of experience in client service , preferably in financial services or wealth… more