- Coldstream Wealth Management (Portland, OR)
- …merged with Coldstream Capital. Located in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service ... day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management...tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... exceptional client service . The Senior Client Service Associate reports directly...of contact for clients regarding service requests, account maintenance, and problem resolution. + Ensure client… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the...point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . ... establishing, maintaining, and building client relationships. The Client Service Associate works in...in a timely and professional manner + Manage general account inquiries and maintenance, including but not limited to:… more
- Raymond James Financial, Inc. (Greenville, SC)
- …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
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York,...You will be responsible for: * Responsible for new account set up, change requests, & processing cash raises across ... New York **Hybrid** Contract $25/hr - $30/hr **Title:** Client Service Associate **Description:** Job...& Orthodontia Benefits + Vision Benefits + Health Savings Account (HSA) + Health and Dependent Care Flexible Spending… more
- Alight (IN)
- …specialized administrative extension of the Account Management team in support of the client . The Associate Account Manager is dedicated to helping the ... Account Management Team ensure the client 's needs, requests and questions are taken care of...data and reports, and inquiry resolution for clients. The Associate Account Manager does not provide counsel… more
- Raymond James Financial, Inc. (Glastonbury, CT)
- …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
- The Cigna Group (Mclean, VA)
- …will have demonstrated experience and ability to manage all services aspects of Client Account service delivery, product offerings, funding types and ... the McLean, VA office 3 days per week._** The Client Account Support Senior Analyst role provides...systems, platforms, funding types. + Provide support for designated Client Service Operations Lead team on all… more