- Raymond James Financial, Inc. (Hanover, NH)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- JPMorgan Chase (Tempe, AZ)
- …delivers premier client service , JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at JP Morgan, you will be ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… more
- Raymond James Financial, Inc. (Birmingham, AL)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- Nuveen Investments (Chicago, IL)
- …be 12 months. This term could be extended based on company business needs. The Client Service Associate partners with associates across Global Client ... accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates… more
- Bank of America (Jacksonville, FL)
- Client Service Associate Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/ Client - Service - Associate \_25036652-2) **Job Description:** Merrill Wealth… more
- Coldstream Wealth Management (Seattle, WA)
- …Coldstream 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 ... starts between $60k - $70k plus an annual bonus and a generous benefits package. Keyword: Client Service Associate From: Coldstream Wealth Management more
- Robert Half Finance & Accounting (Mountain View, CA)
- …for immediate consideration and additional info. Our client is recruiting for a Client Service Associate at a growing, client -focused Registered ... collaborative, high-performing team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover, and excellent… more
- Citizens (San Diego, CA)
- …Bank. This position is based in our San Diego office . The Private Bank Client Service Associate assists clients with the loan application process and ... Description Client Service Associates (CSAs) within the Private Bank play a critical role in delivering a concierge white-glove experience to our high-net-worth… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment ... and financial administration for a curated group of ultra-high-net-worth clients. Senior Client Service Associate $90,000-$110,000 base + 15-30%… more
- JPMorgan Chase (Houston, TX)
- **Description** As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening ... across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests, inquiries and… more