- Raymond James Financial, Inc. (Louisville, KY)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... + Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person,… more
- KeyBank (Toledo, OH)
- **Location:** 300 Madison Avenue, Toledo Ohio **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain ... clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews,… more
- HUB International (Rockville, MD)
- …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 ... **Job Responsibilities:** + Support the onboarding of new clients including creating client profiles, scheduling kick-off calls and meetings, collecting key… 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 ... of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on...and branch office. + Onboards new clients, opens new client accounts and researches client and security… 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 ... of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Coldstream Wealth Management (Seattle, WA)
- …has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered ... and handling all cashiering and money movement requests + Scheduling and organizing client meetings and proactively...are 7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream Wealth… more
- Santander US (Miami, FL)
- Client Service Associate , Investments, Miami, FL Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... the possibilities **We Want to Talk to You!** **The Difference You Make:** The Client Service Associate (CSA) is a sales support role within the Business… 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 ... * Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person,… 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 ... and competing priorities daily in pursuit of business objectives. * Regular client interaction including appointment scheduling and correspondence; answer all… more
- Wells Fargo (Danbury, CT)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients + Establish… more