- Kestra Financial (Raleigh, NC)
- Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients ... creating the life they envision. Who We Want: The client service associate plays a...business-related field preferred + The ideal candidate will have 2 + years of experience in the financial services industry… more
- Zions Bancorporation (San Diego, CA)
- …"Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. The ** Client Service Associate Lead** leads the daily activities of ... client service associates (tellers) in **La Jolla, CA** . If...+ Requires a High School Diploma or equivalent and 2 + years banking, cashiering, customer service , balancing,… 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 ... all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on ...to fluently communicate (written and verbal) in Spanish + 2 + years of experience in the investment management industry… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports...Education and/or Experience * The ideal candidate will have 2 + years of experience in administrative support in a ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… 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 ... At least 2 years of experience in client services or customer service + At...be regularly worked. Charlotte, NC: $78,400 - $89,500 for Client Service Sr. Associate Plano,… more
- ADP (Augusta, GA)
- ADP is hiring ** Associate Client Support Consultants.** This position is hybrid, working at the office 3 days a week and working at home 2 days a week. The ... users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you do every day… more
- City of Carlsbad (Carlsbad, CA)
- …The department is in need of a leading-edge Client Systems Associate Administrator to use their customer service experience and technical expertise ... Client Systems Associate Administrator Print (https://www.governmentjobs.com/careers/carlsbad/jobs/newprint/4499289)...limited to moderate scope + Ability to provide customer service in person, via remote control technologies and over… more
- M&T Bank (Paramus, NJ)
- … client experience. **Education and Experience Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or ... 6 years' higher education and/or work experience, including a minimum of 2 years' financial service client service experience Strong customer service… more
- Zions Bancorporation (Cypress, TX)
- …seeking a dynamic, customer-focused professional to join our team as a **Part-time Client Service Associate (Teller)** at our **Lakewood Banking Center** ... security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service ...maintaining professionalism. **Work Schedule:** + Monday-Friday, 10:00 AM - 2 :00 PM + Saturday, 8:45 AM - 1:15 PM… more
- Truist (North Myrtle Beach, SC)
- …servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2 . Receive and place orders ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more