- 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
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate - Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join its ... culture and commitment to long-term relationships. Position Overview The Client Service Associate will be... service experience, preferably in wealth management or financial services . + Familiarity with broker-dealer platforms;… 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...5+ years of experience or equivalent expertise in a client service role within a financial… more
- JPMorgan Chase (Plano, TX)
- Step into the role of a Client Service Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success stories. ... in the ever-evolving world of commercial banking. As a Client Sr Service Associate within...3+ years of experience or equivalent expertise in managing client relationships within a financial services… more
- JPMorgan Chase (Chicago, IL)
- Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success ... in the ever-evolving world of commercial banking. As a Client Service Senior Associate within...**Required qualifications, capabilities, and skills** + Skilled in managing client relationships within a financial services… 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 ... and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will...3+ years of experience or equivalent expertise in a client service role within a financial… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). +...School Diploma or equivalent and five (5) years of financial services industry service experience,… 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
- JPMorgan Chase (Chicago, IL)
- …and building client relationships. The Client Service Associate works in a team-oriented environment with Financial Advisors, Sales Associates, ... The Client Service Associate is...leveraging available resources **Preferred qualifications, capabilities, and skills:** + Financial services and/or banking industry experience JPMorganChase,… more
- JPMorgan Chase (Brooklyn, NY)
- 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 ... and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will...3+ years of experience or equivalent expertise in a client service role within a financial… more