- Raymond James Financial, Inc. (Richmond, VA)
- …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...+ May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, ... to optimize the overall owner/branch/FA experience, create a divisional management service model, promote consistency and standardization across the divisions and… more
- 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 problem ... level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client… more
- HUB International (Mclean, VA)
- …**HUB is 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, ... responsible for preparing client reviews and providing administrative support to the advisor 's to ensure our clients experience outstanding service . The… more
- Truist (Tampa, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary point of contact for all deposit account service -related needs of a JP Morgan Advisor 's client. This role is ... for 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 a team-oriented environment… more
- Coldstream Wealth Management (Portland, OR)
- …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 ... Registered Investment Advisor industry from the ground up and have multiple...team is now adding a CSA position. The Client Service Associate Role The Client Service… more
- IBM (Southbury, CT)
- **Introduction** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team and lead the practice in ... and responsibilities** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect...and IBM communities, establishing our firm as a trusted advisor in the SAP AI-driven testing space. * Incentive… more
- Coldstream Wealth Management (Portland, OR)
- …Capital. Located in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service Associate performs operational ... wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple...multiple tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream Wealth… more
- Raymond James Financial, Inc. (Rochester, NY)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting,...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more