- Raymond James Financial, Inc. (Scottsdale, AZ)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (Cottonwood Heights, UT)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- Raymond James Financial, Inc. (Hanover, NH)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. * Prepares financial reports,… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …insight is very important to our team. Cedar Rapids Raymond James is seeking a Client Service Associate who is a motivated, detail-oriented, and creative ... Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- City National Bank (Los Angeles, CA)
- * Client Service Associate Senior -...and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to ... YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years experience in client service , banking operations or relationship management support required. *… more
- Bank of America (Chicago, IL)
- Client Service Associate Chicago,...+ IAP enrollment and maintenance + Process and manage client servicing requests and account maintenance + ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/ Client - Service - Associate \_25042984) **Job Description:** Merrill Wealth… more
- HUB International (Rockville, MD)
- …limits - **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 ... and quarterly offsite meetings. + Maintain and update the Client Service Manual including key checklists and...and commissions for some positions._** Apply today! *LI-AM Department Account Management & Service Required Experience: 1-2… more
- HUB International (Diamond Bar, CA)
- …and support our customer's needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively with the service ... + Assist the Account Management team with all aspects of the account - service for all client group sizes + Assist eligibility changes, enrollments,… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... account maintenance, and compliance + Process, submit, and service all account paperwork/requests; follow through to...objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,… more
- Raymond James Financial, Inc. (Dallas, TX)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... crucial support to the financial advisors and branch office. * Opens new client accounts, researches client and security information and tracks daily contacts… more