- Bank of America (Atlanta, GA)
- Client Service Associate Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Atlanta/ Client -Service- Associate \_25040135-1) **Job Description:** Merrill Wealth Management is… more
- Raymond James Financial, Inc. (Hanover, NH)
- …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
- Raymond James Financial, Inc. (Chicago, IL)
- **Job Summary** We are seeking to add a **Senior** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services ... using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry requirements, rules and… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation + Manage client needs regarding processing, service,… more
- 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
- BlackRock (Atlanta, GA)
- …they need when planning for their most important goals **.** **Team Overview** The Client Contracting Team is a team of legal professionals sitting within Client ... onboard new, and modify existing, institutional clients at BlackRock. Members of the Client Contracting Team are contract managers who work across the firm to ensure… more
- Raymond James Financial, Inc. (Tampa, FL)
- …excellence in the Financial Service Industry, Thakar Financial LLC is seeking a dynamic Client Relationship Associate who is looking to join this growing team. ... advisor request. + Open new client accounts. + Ensure client paperwork and documentation is correct to submit for processing. + Prepare reports and agenda… more
- Raymond James Financial, Inc. (Dallas, TX)
- …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
- JPMorgan Chase (West Harrison, NY)
- …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...compliance requirements (eg completion of required operational forms and documentation ) + Prioritize daily work, track progress for current… 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 ... process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing. Follow up… more