- 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
- Santander US (Miami, FL)
- Client Service Associate , Investments, Miami, FL Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... Talk to You!** **The Difference You Make:** The Client Service Associate (CSA) is a sales support...Investments, LLC. The CSA promotes and supports the Financial Advisor (FA) and the Bank's clients with the administrative… more
- JPMorgan Chase (Boston, MA)
- …a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and ... over the last two years. Today, over 390 financial advisor firms have trusted over $60 billion in assets...with 55ip. **Job summary:** As an Enterprise Business Development Associate within the Enterprise Solutions team at 55ip, you… more
- Wells Fargo (Salt Lake City, UT)
- **About this role:** Wells Fargo is seeking a Customer Service Associate Manager as part of the Remote Client Associate Support Teams (RCAST) for Wells Fargo ... Advisors within the WFA footprint + Identify opportunities for customer service improvement, policy and procedure enhancement, and risk control development in… more
- ADP (Maitland, FL)
- ADP is hiring a **Client Service Associate .** Thanks for clicking! Let us tell you a little more + Are you a customer service superhero who gets a thrill ... be just the person we're looking for! As **Client Service Associate ** , you'll leverage our top-ranked...YOU'LL DO:** _Responsibilities_ **Be the Go-To Person and Trusted Advisor ** + Serve as a consultant in servicing ADP's… more
- Coldstream Wealth Management (Seattle, WA)
- …a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment ... Advisor industry from the ground up and have multiple...are 7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream Wealth… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial ... marketing strategy and builds presentations on behalf of the Financial Advisor (s) + Ad Hoc service requests as needed on behalf of the team/clients **Required… more