- Citigroup (New York, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- 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 processing is handled in a timely, accurate, and professional manner. Along with the back office functions the… 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 ... exceptional client service . The Senior Client Service Associate reports directly...mentor team members to ensure accountability, performance excellence, and professional growth. + Conduct performance evaluations and provide timely… more
- Coldstream Wealth Management (Portland, OR)
- …merged with Coldstream Capital. Located in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service ... build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about...tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream… more
- JPMorgan Chase (Newark, DE)
- …Hedge Funds who execute trades with any of JPMorgan's global equity trading desks. As a Client Service Associate in Equity Derivatives, you will be part of a ... Join our dynamic team as a Client Service Delivery Associate ...analytical, technical, and problem-solving skills. + Effective, adaptable, and professional communication/interpersonal skills. + Strong attention to detail, quality,… more
- Kestra Financial (Avon, CT)
- We are seeking a dedicated Client Service Associate to... client inquiries and issues . Respond to client requests in a timely and professional ... for providing superior support to our customers. As a Client Service Associate , you will...and vision insurance + Generous paid time off and holiday schedule + Opportunities for professional development and career… more
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, New York **Hybrid** Contract $25/hr - $30/hr **Title:** Client Service Associate **Description:** Job ... of our clients. We are looking for our next Client Service Associate to support...Applicants need to make their needs known in advance. **Posted by:** VMS Sourcing **Specialization:** + Accounting / Finance Professional… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate Location: San Francisco, CA (Montgomery BART) Industry: Wealth Management / Multi-Family Office Compensation: ... multi-family office is seeking a polished and proactive Senior Client Associate to join its San Francisco-based...Key Responsibilities + Serve as the primary contact for client service requests + Execute client… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate Location: San Jose, CA Industry: Financial Services / Investment Advisory A rapidly growing investment advisory firm is ... seeking a detail-oriented and client -focused Client Service ...team. This is an excellent opportunity for a seasoned professional to advance their career in a collaborative environment… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... JPMorgan's global equity trading desks. **Job Responsibilities:** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
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