- Raymond James Financial, Inc. (Louisville, KY)
- **Responsibilities** * Carry out standard client service activities and handle simple client inquiries. * Maintain appointment calendars and reserve meeting ... clients to strengthen the relationship, meeting personal needs through positive client experiences. * Express ideas, request actions, formulate plans, & policies… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi-Gen Family Office San Francisco | Hybrid | $100-130K + Bonus Jennifer Fukumae with Robert Half is ... a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate . This is an opportunity to join a firm that… 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
- US Bank (Salt Lake City, UT)
- …discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Client Service Associate is a service and support ... delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond… more
- HUB International (Encino, CA)
- **THE OPPORTUNITY: ** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting ... preferred) + Required "soft skills": efficient time management, organization, customer service , high initiative, team-oriented and high attention to detail ** **… more
- Capital One (Plano, TX)
- …customer focused advocates to join the team. We are currently searching for a Senior Associate , Client Service . At the Principal Associate level, you ... of hours to be regularly worked. Charlotte, NC: $93,400 - $106,600 for Client Service Principal Associate McLean, VA: $102,700 - $117,200 for Client… more
- JPMorgan Chase (Houston, TX)
- …managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a ... portfolio of large corporate or financial institution clients. As a Client Service Account Manager within the (X) team, you will support a portfolio of large… more
- Capital One (Charlotte, NC)
- …customer focused advocates to join the team. We are currently searching for a Senior Associate , Client Service . **Ideal Candidate** **:** At the Senior ... upon number of hours to be regularly worked. Charlotte, NC: $78,400 - $89,500 for Client Service Sr. Associate Plano, TX: $78,400 - $89,500 for Client … more
- Zions Bancorporation (Salt Lake City, UT)
- …are endless. You bring the talent; we bring the opportunity. **Role Summary** The Client Account Service Associate (CASA) plays a pivotal role in ... at our downtown Salt Lake City, UT location. **General Responsibilities** + Deliver client service aligned to defined segmentation models. + Utilize Salesforce… more
- Kestra Financial (Raleigh, NC)
- …service , attention to detail, and time management skills * Supports Financial Advisor/Senior Client Service Associate of a large book of business ... The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer … more