- Thrivent Financial (Brenham, TX)
- …Order of office supplies and keep inventory of stock updated + Execute the Client Service Model (CSM) through appointment scheduling. + Perform other clerical ... independent practice of Thrivent Financial. We're looking for a licensed, service -driven professional to provide administrative support to our financial advisors and… 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 ... Investment Advisor industry from the ground up and have multiple...service experience and the desire to provide superior client service in a team-oriented environment +… more
- HUB International (Long Beach, CA)
- …insurance, paid time off, a generous 401k plan and more! **THE OPPORTUNITY:** The Client Service Director (CSD) is a critical leadership position in the ... advance mutual goals and long-term partnerships. + Provide Commercial Lines Insurance and Client Service thought leadership to the broader team, and also… more
- Edward Jones (St. Louis, MO)
- …along with a physical branch inspection and a tailored discussion with the financial advisor and Client Support Team. * Set clear expectations to ensure that ... everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm...preferred + Minimum of 5 years experience in financial services + Minimum of 1 year in people or… more
- Robert Half-Robert Half Corporate (Cleveland, OH)
- **JOB REQUISITION** Client Service Director - (Management Resources) **LOCATION** OH CLEVELAND **JOB DESCRIPTION** **Robert Half** is looking for professionals ... to join our business development team. As a ** Client Solutions Director** in the **Management Resources** practice, you...Director,** you will be responsible for: + Introducing our services via video, telephone, and in-person meetings with new… more
- WTW (Chicago, IL)
- …and management of their health and benefits programs. Responsibilities include: + Leading the client service team in the design and delivery of project plans; ... standards + Proactively advising clients and ensuring the delivery of superior client service + Leading vendor procurement strategy, negotiation, implementation,… more
- Santander US (Miami, FL)
- Client Service Associate, Investments, Miami, FL Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... the financial services industry. We believe that our employees are our...to Talk to You!** **The Difference You Make:** The Client Service Associate (CSA) is a sales… more
- Robert Half Finance & Accounting (Fairfield, CT)
- …sophisticated strategies through exchange-traded products. Our client is looking for a Client Services Associate to play a key role in expanding their ... an early-career professional who's eager to blend analytical skills, client engagement, and creative problem-solving in a high-growth, entrepreneurial environment.… 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 ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and...will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer… more
- Raymond James Financial, Inc. (Depew, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing… more