- 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 \_25036724-2) **Job Description:** Merrill Wealth… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …is very important to our team. Cedar Rapids Raymond James is seeking a Registered Client Service Associate who is a motivated, detail-oriented, and creative ... Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Somers, NY)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- Raymond James Financial, Inc. (Oil City, PA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- Coldstream Wealth Management (Seattle, WA)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the ... include: + Serving as a liaison between clients and custodians/ investment managers, including managing client information and...an annual bonus and a generous benefits package. Keyword: Client Service Associate From: Coldstream… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client ... remote or hybrid from our San Francisco office. Senior Client Service Associate $90,000-$110,000 base...custodians, advisors, and internal stakeholders to maintain a seamless client experience + Review and finalize investment … 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 ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …in the Financial Service Industry, Thakar Financial LLC is seeking a dynamic Client Service Associate who is looking to join this growing team. ... work independently. This role helps provide high quality customer service to prospective and existing clients. The candidate will...of meetings in person and via Zoom. + Research client and security information through the back office system.… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …exceptional investment performance and continued client trust. The Role: The Client Service Associate will play a vital role in delivering a ... Finance and Accounting is partnering with an independent Registered Investment Advisor (RIA) and financial planning firm in Mountain...Ideal Candidate: + 3+ years of experience in a client service or operations role within an… more
- Raymond James Financial, Inc. (Richmond, VA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... crucial support to the financial advisors and branch office. * Opens new client accounts, researches client and security information and tracks daily contacts… more