- Coldstream Wealth Management (Portland, OR)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive and growing team, you will ... in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The...the team is now adding a CSA position. The Client Service Associate Role The… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …insight is very important to our team. Cedar Rapids Raymond James is seeking a Client Service Associate who is a motivated, detail-oriented, and creative ... assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,...James" includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James… more
- TEKsystems (Colorado Springs, CO)
- Client Services Associate Location:...looking to launch a career in financial services . Key Responsibilities: + Process 350-400 client ... Overview Join a global leader in asset management and financial services , committed to delivering investment excellence...rely on-today and for the long term. As a Client Services Associate in Retail… more
- JPMorgan Chase (Tempe, AZ)
- …use of our complex treasury and cash management products and services . As a Client Service Senior Associate in the Commercial & Investment Bank, you will ... resolve client requests while working in partnership with ...will interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client… more
- Coldstream Wealth Management (Portland, OR)
- …merged with Coldstream Capital. Located in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service ... people! If you're interested in developing your career in financial services , Coldstream has a fantastic opportunity...tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ... and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone...James" includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James… more
- TEKsystems (Colorado Springs, CO)
- Client Services Associate Pay Rate: $19.50/hr Schedule: Monday - Friday, 8:00 AM - 4:45 PM Training: First 4-6 weeks on assignment Overtime: Occasional, may ... Mills, MD or Colorado Springs, CO Company Information Global asset management/ financial services firm dedicated to delivering investment management excellence… more
- Raymond James Financial, Inc. (Dallas, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... financial advisors and branch office. * Opens new client accounts, researches client and security information...or equivalent and a minimum of three (3) years financial services industry experience, or an equivalent… more
- Raymond James Financial, Inc. (Cottonwood Heights, UT)
- … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- Raymond James Financial, Inc. (Hanover, NH)
- … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. * Prepares financial reports,… more