- Robert Half Finance & Accounting (San Francisco, CA)
- …JC del Rosario - I'd love to connect and explore this opportunity with you! Senior Client Associate About the Role We're seeking a Senior Client Associate ... Key Responsibilities + Serve as the primary point of contact for client service requests, ensuring timely and accurate execution. + Partner with senior… more
- M&T Bank (Paramus, NJ)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct… more
- Truist (Tampa, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …today and share your resume via LinkedIn with JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking a skilled Client ... enhance the overall client experience. Key Responsibilities + Process client service requests, including account openings, transfers, ACH transactions, RMDs,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're looking for an experienced Client ... to enhance the overall client experience. Key Responsibilities + Handle client service requests (account openings, transfers, ACH, RMDs, stock donations) +… more
- Robert Half Finance & Accounting (Columbia, MD)
- Description Robert Half has a brand new direct-hire opportunity for a Client Services Associate for a financial services firm based on Columbia, MD. This role ... with prior experience in financial services with strong customer service experience are encouraged to apply! If interested, or...ensure team is set up for success + Maintain client database system + Handle administrative support work for… more
- Comerica (Bloomfield Hills, MI)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Raymond James Financial, Inc. (Depew, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...or concerns + Provide a high level of customer service in a calm and professional manner + Use… more
- HUB International (Encino, CA)
- … service for Entertainment clients (small business) by maintaining client relationships, supporting client retention, maintaining strong carrier relationships ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...needs. Serves as day-to-day contact and provides resolution for client questions and issues. + Assists with the entire… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… more