- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of ... and follow-up with custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA or wealth management firm.… more
- PNC (Redwood City, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's retail organization, you will be based in ... in this position. **Preferred Skills** Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying… more
- Charles Schwab (Westlake, TX)
- …location.** At Schwab, we believe in earning trust through every interaction. As a Client Support Associate , you'll be the first point of contact for clients ... the submission of account -specific forms and support a variety of other service -related needs. You'll gain the product knowledge and tools to confidently assess … more
- S&P Global (Raleigh, NC)
- …+ Education: Bachelor's degree at minimum + Minimum 2 years'experience in a client -facing role ( account management, sales, client operations, end user ... prospecting and for providing key insights to help better service their clients. We have a broad and diverse...a Product Consultant to join our dynamic and global Client Engagement team. Client Engagement is a… more
- First National Bank of Omaha (Sugar Grove, IL)
- …how it fits into our organization's success.** **Summary of the Job:** The Client Relationship Associate provides daily customer support and enables the ... solutions to individuals to build and maintain financial wellbeing. The Associate will support Advisor(s)and customers with basic to comprehensive investment,… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …from one of our multiple offices throughout the region. Position Summary The Associate Client Representative supports the daily management of a high-volume ... service to external and internal clients to ensure client satisfaction and retention. Essential Duties and Responsibilities +...client needs. + Set up and maintain accurate account details, contacts, and policy information in EPIC +… more
- World Insurance Associates, LLC. (Hamden, CT)
- Position Summary The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction ... service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead...client needs. + Set up and maintain accurate account details, contacts, and policy information in EPIC +… more
- Vanguard (Charlotte, NC)
- …What it Takes + Minimum of three years' experience in Financial Services; client service experience preferred. + Undergraduate degree or equivalent combination ... needs and share insights with Relationship Managers. + Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions.… more
- Aston Carter (Albany, NY)
- Banking Associate - Client Services Join a...ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is ... dynamic financial team where your expertise and passion for service make a real impact. In this role, you'll...dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program… more
- Raymond James Financial, Inc. (Jackson, MI)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... Manage and deepen client relationships with effective, proactive communication and personalized attention in every interaction + Open new client accounts,… more