- 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... and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional… more
- PNC (Cleveland, OH)
- …respected, valued and have an opportunity to contribute to the company's success. As a Client Service Associate within the PNC Private Bank organization, you ... regular basis. Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of… more
- WTW (Los Angeles, CA)
- …(IVD) or Geographical Divisions. + Public Sector & Education , The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Public Consulting Group (Washington, DC)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for ... Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress...ability to lead virtual and in-person sessions. + Special education including knowledge of IEP goal development, service… more
- Texas A&M University System (College Station, TX)
- Job Title Customer Service Associate I - Small Animal Client Liaison Agency Texas A&M University Department Vet Med-Teaching Hospital Proposed Minimum Salary ... Animal Teaching Hospital as a Customer Service Associate I - Small Animal Client Liaison!...Qualifications + High School Diploma or equivalent combination of education and experience + Two years in general office… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... and committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial Planner and… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 **Job Summary** The Client Service Associate (CSA) works in a centralized task queue environment ... in the best interests of Key's clients and Key. ** Education ** + Associate 's degree or equivalent experience...trust and investments. + Demonstrated proficiency and effectiveness in client service skills (including handling client… more
- KeyBank (Fort Myers, FL)
- **Location:** 12830 University Drive - Fort Myers, Florida 33907 **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team ... from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts. + Identify opportunities to retain and expand… more
- Robert Half Finance & Accounting (San Jose, CA)
- …analysis within a collaborative and education -focused environment. About the Role: The Client Service Associate will play a key role in delivering ... Description Job Posting: Client Service Associate - Wealth Management A well-established and rapidly growing investment advisory firm is seeking a highly… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... service experience, or an equivalent combination of experience, education , and/or training as approved by Human Resources. **Licenses/Certifications** + SIE… more