- Bank of America (Atlanta, GA)
- Client Service Associate Atlanta,...+ 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/Atlanta/ Client - Service - Associate \_25040135-1) **Job Description:** Merrill Wealth… 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
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate Location: San Jose, CA Industry: Financial Services / Investment Advisory A rapidly growing investment advisory firm is ... seeking a detail-oriented and client -focused Client Service ...in a fast-paced environment. Key Responsibilities + Provide high-touch service to high-net-worth clients + Process account … 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
- Raymond James Financial, Inc. (Buffalo, NY)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- Nuveen Investments (Chicago, IL)
- …be 12 months. This term could be extended based on company business needs. The Client Service Associate partners with associates across Global Client ... reports to clients, and working with business partners to service client needs throughout the client...of account maintenance activities (eg, amendments to account name, fee schedules, benchmarks, client agreements,… 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
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... and compliance * Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and competing priorities daily in… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ... empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,… more
- JPMorgan Chase (Charlotte, NC)
- … Supervisor - Client Support Group within JPMorganChase, you will report to a Senior Associate - Client Service or the Vice President - Client ... Join JPMorganChase as an Account Supervisor and be the first point of...play a critical role in ensuring efficient and secure client service delivery. **Job responsibilities** + Listen… more