- Robert Half Finance & Accounting (San Francisco, CA)
- …needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely ... and firm priorities as needed Requirements + Proven experience in client service with high net-worth individuals, wealth management, or family office… more
- Truist (Sarasota, 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
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * ... the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts… more
- First National Bank of Omaha (Minneapolis, MN)
- …how it fits into our organization's success.** **Summary of the Job:** * Client Support: Assist brokers in managing client accounts, including processing orders, ... Tasks: Handle administrative duties such as scheduling meetings, maintaining client records, preparing reports, and processing documentation. * Sales Support:… more
- Comerica (Costa Mesa, CA)
- 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
- 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
- Regions Bank (Charlotte, NC)
- …along with maintaining customer account records + May perform basic service transactions such as address changes, check orders, issue/activate ATM cards, ... administrative experience, time management and troubleshooting skills + Exceptional customer service skills, over the phone and in person, with our customers… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- Description Client Service Associate Are you passionate about delivering outstanding customer service in the financial services industry? We are seeking ... a Client Service /Account Management Associate to provide efficient support to clients, advisors, and external parties while ensuring high client … more
- Robert Half Finance & Accounting (CA)
- …firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment ... and performance data (no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex … more