- Raymond James Financial, Inc. (Scottsdale, AZ)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring....maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). +… more
- Raymond James Financial, Inc. (Deerfield, IL)
- …We are seeking to add a **Senior** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services team. This is an ... member of our expanding group, you'll work alongside a team of financial advisors and associates, supporting client relationships, managing operational… more
- JPMorgan Chase (Boca Raton, FL)
- …client service and make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan ... Unlock your potential as a Client Associate at JP Morgan Advisors,...to a team that values strong relationships and exceptional client service will directly impact our clients' financial… more
- BlackRock (New York, NY)
- …array of financial products (equities, fixed income, commodities, derivatives, and private markets). PAG Private Financing Analytics (PFA) is looking to hire ... the world. BlackRock's mission is to create a better financial future for our clients. We have a responsibility...the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse… more
- Zions Bancorporation (Palo Alto, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses… more
- Coldstream Wealth Management (Portland, OR)
- …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 learn the ... the team is now adding a CSA position. The Client Service Associate Role The Client...Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private … more
- Coldstream Wealth Management (Portland, OR)
- …with Coldstream Capital. Located in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service Associate performs ... team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. Specific… more
- JPMorgan Chase (Houston, TX)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... resources of one of the largest and most respected financial firms in the world. Our small size and...will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive… more
- Navient (San Francisco, CA)
- …track, fast. We build tools that help people feel in control of their financial future, including: + ** Private student loans** - low rates, people-first service, ... our mission, read more below, and let's build something great together! **The** ** Client Happiness Associate , Conversion & Sales** **will report into the… more
- HUB International (Rockville, MD)
- …the place for you.** We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our **McLean, VA** ... client service administrative role; must have a passion for client service. + Financial services / retirement plans experience is required. + Proven ability… more