- 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 ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… 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 ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… 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 ... empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and 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 ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...in a professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 **Job Summary** The Client Service Associate (CSA) provides support to Trust Officers on the ... to effectively manage real estate assets while maintaining an optimal level of client service . **Essential Functions** + Performs day-to-day real estate tax and… more
- Zions Bancorporation (Houston, TX)
- …We're seeking a dynamic, customer-focused professional to join our team as a ** Client Service Associate (Teller)** at our **Heights-Taylor Banking Center** ... security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service ...and client information. + Meet with Branch Service Manager and/or Branch Manager daily to discuss progress… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity. Job Posting: Client Service Associate Employment Type: Full-Time Location: San ... expanded by $400 million in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to be… more
- Robert Half Office Team (Toledo, OH)
- Description We are looking for a highly organized and detail-oriented Client Service Associate with Financial Service experience to provide critical ... support to advisors while ensuring a seamless and exceptional client experience. This long-term contract position is based in Toledo, Ohio, and requires an… more
- Principal Financial Group (Minneapolis, MN)
- **What You'll Do** As a ** Client Service Associate ** in our Trust & Custody Department in Minneapolis, MN, you'll put your communication skills and attention ... regarding special timing requests, and routine employee data, while delivering excellent client service . + Ensuring client needs are met by providing… more
- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... basis + Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and competing priorities daily in pursuit of… more