- Raymond James Financial, Inc. (San Antonio, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... and as part of a cohesive team. + Provide a high level of customer service . ** Education /Previous Experience** + High School Diploma or equivalent and one (1) or… more
- Bank of America (Chicago, IL)
- Client Service Associate Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/ Client - Service - Associate \_25042984) **Job Description:** Merrill Wealth… more
- ADP (Maitland, FL)
- ADP is hiring a ** Client Service Associate .** Thanks for clicking! Let us tell you a little more + Are you a customer service superhero who gets a thrill ... might be just the person we're looking for! As ** Client Service Associate ** , you'll...service environment. + Bachelor's Degree or equivalent in education and experience. + A strong focus on … more
- Raymond James Financial, Inc. (Raleigh, NC)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...cohesive team. * Provide a high level of customer service . ** Education /Previous Experience** * High School Diploma… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate - Wealth Management A rapidly growing investment advisory firm is seeking a Client Service Associate to join ... looking to deepen their expertise and grow within a collaborative, education -focused environment. Key Responsibilities + Deliver high-touch service to… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional...objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,… 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 ... in process workflow to ensure timely processing and exceptional client service and experience for HNW and...members and helps identify process improvements to benefit the client experience. ** Education and Experience Required:** Bachelor's… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to...verbally and in writing. * CRM knowledge a plus. Education and/or Experience * The ideal candidate will have 2+ ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...in a professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… more
- Banco Popular Puerto Rico (San Juan, PR)
- Date: Oct 22, 2025 Location: San Juan, PR Company: Popular Workplace Type: On-site Client Service Associate | Popular Securities Job Type Full Time - Non ... loyalty with the entire portfolio of Popular Securities clients. Provide an excellent service through a personalized relationship, work as a team with the Financial… more
- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and… more
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