- Kestra Financial (Raleigh, NC)
- Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve ... and work toward creating the life they envision. Who We Want: The client service associate plays a critical role in the back-office functioning of our firm. With… more
- PNC (Houston, TX)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will be based ... Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of contact for our clients… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate or Associate Director of Client Service Location: 100% Remote (Optional hybrid from San Francisco office) ... A boutique wealth advisory firm is seeking a highly capable and polished Senior Client Service Associate or Associate Director of Client Service to join… 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 Associate to join its wealth management team. This is an excellent opportunity for a seasoned… 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 ... and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's … more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 **Job Summary** The Client Service Associate (CSA) works in a centralized task queue environment ... year experience working within the financial industry or other client service roles. + Associate degree in...industry or other client service roles. + Associate degree in business-related field or equivalent work experience… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and… more
- Coldstream Wealth Management (Portland, OR)
- …we do. We have fun, we work hard, and we are nice to each other. The Client Service Associate Role The Client Service Associate performs operational ... and the ability to manage multiple tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream Wealth Management more
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, New York **Hybrid** Contract $25/hr - $30/hr **Title:** Client Service Associate **Description:** Job Description ... for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working… more
- JPMorgan Chase (Plano, TX)
- Step into the role of a Client Service Associate within our Commercial & Bank and become an integral part of our clients' success stories. As the primary point ... meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate within our Commercial & Investment Bank, you will play a… more