- 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 ... handling of all administrative functions for the office. * Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and… more
- Zions Bancorporation (San Diego, CA)
- … Client Satisfaction" in Small Business & Middle Market Excellence Awards. The ** Client Service Associate Lead** leads the daily activities of client ... clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment… more
- Navient (San Francisco, CA)
- …our mission, read more below, and let's build something great together! **The** ** Client Happiness Associate , Conversion & Sales** **will report into the ... Origination Leadership team** **.** **As the** ** Client Happiness Associate , Support & Sales,** **you will:** + Take a proactive approach via multiple channels… more
- JPMorgan Chase (Whittier, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our...service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management… more
- HUB International (Mclean, VA)
- …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 our ... you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the...office. The selected individual will be responsible for preparing client reviews and providing administrative support to the advisor's… more
- Veritext Legal Solutions (Houston, TX)
- …videographers to ensuring transcripts are delivered on time and flawlessly accurate. As a Client Services Associate , you'll be the go-to expert for attorneys and ... follow up to ensure expectations are exceeded and every client walks away impressed. If you love follow-through, attention...valued extensions of our team + Respond to all client requests received via email and/or phone queue timely… 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 ideal ... enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and… more
- Northern Rivers Family Services (Schenectady, NY)
- Client Service Associate Job Details Job Location Schenectady-Hamburg - Schenectady, NY Position Type Full Time Salary Range $18.00 - $19.00 Hourly Travel ... Percentage Negligible Description As a Client Services Associate , you will be a valued member of an interdisciplinary team addressing support and clerical needs… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | Hybrid ... lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of… more
- Aston Carter (San Antonio, TX)
- Job Title: Client Success Associate Job Description Join our team to support the customer success department by managing client accounts. You will resolve ... with internal teams to provide timely responses. Responsibilities + Manage client accounts and support customer success initiatives. + Resolve complex customer… more