- 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
- Robert Half Office Team (Rancho Santa Fe, CA)
- …A prestigious wealth management firm in Rancho Santa Fe is seeking a Senior Client Service Associate to join their close-knit, high-performing team. This is a ... compliance and documentation processes while maintaining strict confidentiality. + Manage client onboarding and transitions with precision and care. + Serve as a… more
- Eastern Bank (Manchester, NH)
- The Wealth Client Associate plays a key role in delivering exceptional client service and operational support to high-net-worth clients by collaborating with ... service inquiries and requests. + Assist with new client onboarding, including documentation , account setup, and coordination with internal teams. + Maintain… more
- Neuberger Berman (New York, NY)
- …customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a ... experienced Wealth Advisor Team managing over $2b AUM. The Client Associate enhances the client ...for the team's client base, including opening client accounts, assisting with required documentation , and… more
- First National Bank of Omaha (Minneapolis, MN)
- …Administrative Tasks: Handle administrative duties such as scheduling meetings, maintaining client records, preparing reports, and processing documentation . * ... Tasks:** Handle administrative duties such as scheduling meetings, maintaining client records, preparing reports, and processing documentation . .… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …is very important to our team. Cedar Rapids Raymond James is seeking a Client Service Associate who is a motivated, detail-oriented, and creative problem solver ... using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry requirements, rules and… 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 creative ... maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing.… more
- Raymond James Financial, Inc. (Glastonbury, CT)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry requirements, rules and… more
- SMBC (New York, NY)
- …SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The Associate within the Client Management team plays a key role in ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Raymond James Financial, Inc. (Greenville, SC)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry requirements, rules and… more