- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …and security information using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry ... our team. Cedar Rapids Raymond James is seeking a Client Service Associate who is a motivated, detail-oriented, and...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and… more
- US Bank (Minneapolis, MN)
- …assist with the configuration of Apigee and Sterling File Gateway for prompt client servicing. + Draft documentation to improve operational processes and project ... and discover what you excel at-all from Day One. **Job Description** The Client Connectivity Solutions Consultant is responsible for maintaining our client 's… more
- Citizens (Naples, FL)
- …the client 's needs to potential Citizens' solutions. + Build a comprehensive client profile, including documentation of client 's short- and long-term ... Core Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our...right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along with a Private … more
- Raymond James Financial, Inc. (Rochester, NY)
- …* For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented...the financial advisors and branch office. * Opens new client accounts, researches client and security information… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- … accounts, process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing. ... team approach, and as such we are seeking a Client Service Associate with shared values and vision to...solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling… more
- Raymond James Financial, Inc. (Payson, UT)
- … accounts, process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing ... **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including...accurate completion + Prepare various business summary reports and client -specific reporting as needed for review by the financial… more
- World Insurance Associates, LLC. (Westborough, MA)
- …client meetings and manage advisor calendars + Prepare materials, reports, and documentation for client meetings + Assist advisors with follow-up action items ... About Us We are a growing, client -focused wealth management firm committed to delivering exceptional...+ Process various types of paperwork, forms, and required documentation + Handle account maintenance requests, including beneficiary updates,… more
- Kestra Financial (Raleigh, NC)
- …assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation + Manage client needs regarding processing, service, ... Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission...resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards +… more
- ADP (NY)
- …Tax Reporter, SAP Note / BSI TUB updates and Year End activities. + Ensure client and support center documentation are maintained. + Deliver effective client ... accepted until 12/26/25._** ADP is hiring a Sr SAP HCM Payroll Consultant ( Client Tech Support Consultant III). **REMOTE** In this position you will deliver… more
- GMHC (New York, NY)
- …outcomes, and progress notes using internal databases and dashboards. + Ensure all client documentation meets funder and audit requirements and support internal ... + Clio, TREAT, AWARDS, AIRS, eCOMPAS, or similar platforms used for client documentation and service delivery tracking. + Accurately entering and managing data… more