- 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 ... 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 our… 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 ... 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
- 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 + ... is partnering with a boutique RIA in Walnut Creek that is actively seeking a Client Service Associate to support its growing client base and advisory… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... and committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial Planner and manages the… more
- Coldstream Wealth Management (Portland, OR)
- …about what we do. We have fun, we work hard, and we are nice to each other. The Client Service Associate Role The Client Service Associate ... the ability to manage multiple tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream Wealth Management more
- KeyBank (Fort Myers, FL)
- **Location:** 12830 University Drive - Fort Myers, Florida 33907 **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team ... from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts. + Identify opportunities to retain and expand… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Opportunity: Senior Client Service Associate - Multi-Family Office A prestigious, forward-thinking multi-family office based in San Francisco ... is seeking a Senior Client Service Associate to join its growing team. This firm delivers highly customized financial solutions to ultra-high-net-worth… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Posting: Senior Client Service Associate - Multi-Family Office A prestigious and forward-thinking multi-family office headquartered in San ... Francisco is seeking a highly motivated Senior Client Service Associate to join its growing team. This firm is known for delivering bespoke financial… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking ... a dedicated and personable Client Service Associate to join its growing team. This firm is known for delivering highly personalized financial advice to a… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate - Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join its ... its people-first culture and commitment to long-term relationships. Position Overview The Client Service Associate will be the primary point of contact for… more