- Kestra Financial (Beaver, PA)
- 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...candidate will have 2+ years of experience in the financial services industry allowing for a good… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... . The Senior Client Service Associate reports directly to the Financial Planner...business-related field preferred. + 5+ years of experience in financial services , with a solid understanding of… more
- Robert Half Office Team (Toledo, OH)
- Description We are looking for a highly organized and detail-oriented Client Service Associate with Financial Service experience to provide critical ... problem-solving skills, with a client -first mindset. * Familiarity with financial services processes, including account management and compliance protocols.… more
- Kestra Financial (Raleigh, NC)
- …We are: Cunningham Financial , a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients ... Associate Summary The Client Service Associate reports to the Financial...candidate will have 2+ years of experience in the financial services industry allowing for a good… more
- ADP (San Dimas, CA)
- …Card organization to ensure delivery of optimal service and improvement of overall client and associate satisfaction and financial goals. You will also ... ADP is hiring a **Director Client Service & Product Support.** **In...Ready to #MakeYourMark? **Apply now!** To learn more about Client Services at ADP, watch here: https://adp.careers/… 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 ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,...candidate will have 5+ years of experience in the financial services industry allowing for a good… more
- Publicis Groupe (Birmingham, MI)
- … Director. At the macro level, for their assigned client , the Senior Associate will manage financial reporting and compliance; ensure that the Investment and ... our competitors and provide a critical foundation for the agency. The Senior Associate , Client Operations supports the Operations Supervisor and Associate… more
- JPMorgan Chase (Charlotte, NC)
- …meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate within Wholesale Lending Services , you will play a ... Step into the role of a Client Service Associate and...years of client -facing work experience in a financial services environment. + Demonstrated experience in… more
- Bank of America (San Francisco, CA)
- …appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...partners closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- Charles Schwab (Orlando, FL)
- **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a ... bachelor's degree is preferred. . 2+ year of customer service experience, preferably in financial services...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more