- 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 ... 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
- Robert Half Finance & Accounting (Mountain View, CA)
- …for immediate consideration and additional info. Our client is recruiting for a Client Service Associate at a growing, client -focused Registered ... first point of contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account… more
- 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 ... empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …additional info. Our client is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a full-time permanent role ... or TD Ameritrade is a plus + Personable, polished, and committed to exceptional client service + Highly organized, detail-oriented, and able to manage multiple… more
- Coldstream Wealth Management (Portland, OR)
- …ability to manage multiple tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream Wealth Management ... hard, and we are nice to each other. The Client Service Associate Role The...and COIs. Required Experience: + 3 + years of client service experience in the wealth… more
- Coldstream Wealth Management (Seattle, WA)
- …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 Registered ... starts between $60k - $70k plus an annual bonus and a generous benefits package. Keyword: Client Service Associate From: Coldstream Wealth Management more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… more
- Robert Half Finance & Accounting (San Jose, CA)
- …investment advisory firm is seeking a detail-oriented and client -focused Client Service Associate to join its wealth management team. This is an ... Description Client Service Associate Location: San Jose, CA Industry: Financial Services / Investment Advisory A rapidly growing… more
- Moss Adams LLP (San Francisco, CA)
- …complex and interesting business challenges. **Introduction to the team** The Client Service Associate for Moss Adams Wealth Advisors will collaborate ... ** Client Service Associate ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who… more
- M&T Bank (Paramus, NJ)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more