- Wells Fargo (Champaign, IL)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May… more
- Robert Half Finance & Accounting (CA)
- …firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment ... and performance data (no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex … more
- HUB International (Wilmington, MA)
- …their own unique, regional culture. We currently have an opportunity for a ** Client Services Associate ** . **SPECIFIC** **RESPONSIBILITIES** **:** + Assist the ... risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of...CRM in client retention and building relationships with key … more
- HUB International (Sandy, UT)
- …join HUB International Investment Services, a nationally recognized Retirement Plan Consulting & Wealth Management Firm. **In this role, you will:** + Assist a busy ... to meet tight deadlines; + Have responsibility for organizing and scheduling client meetings every quarter and coordinating the meetings with our financial advisors'… more
- Raymond James Financial, Inc. (Jackson, MI)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... Manage and deepen client relationships with effective, proactive communication and personalized attention...63, 65 and/or 66 as required by state _Paramount Wealth Management and its employees are_ **_independent contractors with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Associate Location: New York City or Remote (based on office availability) Industry: Financial Services / Wealth Management A ... recognized, independent wealth management firm is seeking a detail-oriented and proactive Client Service Associate to join its client service … more
- KeyBank (Westlake, OH)
- **Location:** 166 Crocker Park Boulevard - Westlake, Ohio 44145 **Job Summary** The Client Service Associate (CSA) works in a centralized task queue ... including banking, trust and investments. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and… more
- Robert Half Finance & Accounting (Vienna, VA)
- …Half is partnering with a client in the financial services industry to hire a Client Service Manager. This hybrid role is based in Tysons, VA, with 3 days in ... service and attention to detail. As a Client Service Manager, you will play a...required; Bachelor's preferred) + 2+ years of experience in client -facing roles, within financial services or wealth … more
- Columbia Bank (Bellevue, WA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Sacramento, California Greenwood Village, Colorado Los ... trust services to frame, acquire, and retain relationships. The PCA leads our team-based service model, ensures the delivery of our client experience, and is… more
- Moss Adams LLP (Portland, OR)
- …to help fulfill one's financial hopes and dreams? We are currently seeking an Associate Advisor for our Moss Adams Wealth Advisors practice, a Registered ... ** Associate Financial Advisor** **Description** At Moss Adams, we...service to clients + Provides ongoing support of client relationships, handles day-to-day client requests and… more