- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ... and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone...stressful situations and provide a high level of customer service in a calm and professional manner… more
- Raymond James Financial, Inc. (Dallas, TX)
- … 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...stressful situations and provide a high level of customer service in a calm and professional manner.… 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 education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities + Assist in...objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,… more
- 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
- Robert Half Finance & Accounting (New York, NY)
- …to high-net-worth individuals, families, and institutions. Our client is seeking a Client Service Associate to support a dynamic Private Wealth Advisory ... This is an excellent opportunity for a motivated, detail-oriented professional looking to grow within the private wealth management...Finance, Accounting or related field . 1+ years of client service experience, ideally in financial services… more
- Zions Bancorporation (The Woodlands, TX)
- …a dynamic, customer-focused professional to join our team as a **Part-time Client Service Associate (Teller)** at our **Grogans Mill 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
- Principal Financial Group (Waco, TX)
- **What You'll Do** As a ** Client Service Associate ** , you'll put your communication skills and attention to detail into action and help make a positive ... timing requests, and routine employee data, while delivering excellent client service . + Ensuring client ...Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future… 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 education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities + Assist in...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and… more
- Truist (Rockville, MD)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- First National Bank of Omaha (Minneapolis, MN)
- …how it fits into our organization's success.** **Summary of the Job:** * Client Support: Assist brokers in managing client accounts, including processing orders, ... Tasks: Handle administrative duties such as scheduling meetings, maintaining client records, preparing reports, and processing documentation. * Sales Support:… more
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