- 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 ... goals 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… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate - Wealth Management Are you passionate about delivering exceptional client service in the financial services industry? A ... and rapidly growing investment advisory firm is seeking a Client Service Associate to join its dynamic...clients + Manage account openings, transfers, closures, and related documentation + Prepare and process trades and client… 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 ... CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service ... operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying… more
- Robert Half Finance & Accounting (Louisville, KY)
- Description Client Service Associate We are seeking a detail-oriented and client -focused professional to join our team as a Client Service Associate . ... accurate records and documentation . Responsibilities: + Provide a high level of client support and ensure satisfaction + Respond to client questions and… more
- PNC (Raleigh, NC)
- …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 ... basis. Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of contact for… more
- Public Consulting Group (Washington, DC)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the ... Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is...staff, and other internal stakeholders to ensure a seamless client experience. + Maintain shared internal documentation … more
- Cushman & Wakefield (St. Louis, MO)
- **Job Title** Associate Director, Portfolio Administration Client Solutions **Job Description Summary** The Portfolio Administration Client Solutions ... will assist senior team members in business development activities, proposal preparation, client engagement, and internal coordination. The role is ideal for a… more
- Santander US (Dallas, TX)
- CIB Client Lifecycle Management (KYC/AML), Associate Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator ... provided documentation for completeness. **Key Responsibilities** Complete Know your client process for new and existing clients, including research, request and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate Location: Walnut Creek, CA | In-Office Preferred (Hybrid Flex) Compensation: $70,000 - $90,000 DOE + Full Benefits + Career ... RIA in Walnut Creek that is actively seeking a Client Service Associate to support its growing...Schwab, Fidelity) + Prepare meeting materials, performance reports, and documentation for client reviews + Maintain accurate… more
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