- 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
- Aston Carter (Albany, NY)
- Banking Associate - Client Services Join a dynamic financial team where your expertise and passion for service make a real impact. In this role, ... Qualifications + 1+ year of experience in sales, customer service or financial services . +...ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is… more
- Capital One (Plano, TX)
- Principal Associate , Client Services Are you...the team. We are currently searching for a Senior Associate , Client Service . At the Principal ... certification + At least 3 years of experience in client services , customer service , business...be regularly worked. Charlotte, NC: $93,400 - $106,600 for Client Service Principal Associate McLean,… more
- Capital One (Charlotte, NC)
- Senior Associate , Client Services Are...the team. We are currently searching for a Senior Associate , Client Service . **Ideal Candidate** ... certification + At least 2 years of experience in client services or customer service ...be regularly worked. Charlotte, NC: $78,400 - $89,500 for Client Service Sr. Associate Plano,… 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 ... 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
- Santander US (Miami, FL)
- Client Lifecycle Management - Transaction Driven Financial Crime Associate 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...In this position, your goal is to deliver superior service by efficiently and accurately assessing applicable requirements for… more
- IQVIA (Wayne, PA)
- ** Associate Director, Client Services ... financial processes for our clients' projects. The Client Services team focused on overseeing the ... and extensive domain expertise. We are currently seeking an Associate Director of Client Services ...our internal service delivery team. Ultimately, our Client Services team is responsible for ensuring… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... for institutional investors. JPMorgan's North American Cash Equities Client Services is the primary point of...3+ years of experience or equivalent expertise in a client service role within a financial… more
- PNC (Indianapolis, IN)
- …all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any ... valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …Client Service Associate Are you passionate about delivering outstanding customer service in the financial services industry? We are seeking a ... Client Service /Account Management Associate to provide efficient support...3rd parties, producers, and teammates. Qualifications . Preferred Experience: Client support in financial services … more