- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...2+ years of experience in administrative support in a professional environment. * High School Diploma or Associate… more
- JPMorgan Chase (Columbus, OH)
- Join a team where your expertise shapes the future of collateral management and client service . At JPMorgan Chase, you'll have the opportunity to grow your ... excel. Be part of a group that supports your professional development and rewards your contributions. **Job Summary** As...+ Contribute to team success by exceeding productivity and client service standards + Build and maintain… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | RIA | San Francisco | Hybrid | ... with Orion Advisor Technology is a plus + Strong background in professional client service with excellent communication skills + Highly organized,… more
- HUB International (Mclean, VA)
- …limits - **HUB is the place for you.** We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in ... you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the...to the advisor's to ensure our clients experience outstanding service . The successful candidate must be a detail-oriented individual… more
- HUB International (Diamond Bar, CA)
- …and support our customer's needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively with the service ... benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO,...manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate . This is an opportunity to join a firm ... The team embraces tools and process improvements to elevate client service and efficiency. What You'll Do...with UHNW families and their advisors + A calm, professional presence and the judgment to handle sensitive information… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of ... what matters most while excelling in their personal and professional pursuits. The practice now manages a uniquely curated...custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA… more
- Zions Bancorporation (East Bernard, TX)
- …We're seeking a dynamic, customer-focused professional to join our team as a ** Client Service Associate (Teller)** at our **East Bernard Banking Center** ... security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service ...and client information. + Meet with Branch Service Manager and/or Branch Manager daily to discuss progress… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely ... internal projects and firm priorities as needed Requirements + Proven experience in client service , wealth management, or family office environments + Strong… more
- Commerce Bank (Columbia, MO)
- …of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate 's primary responsibility is the support of our Private ... Professional presence and approach and desire to exceed client expectations + Inquisitive, agile and strong team player...some roles. This compensation range is for the Private Client Advisor Associate & Senior Private … more