- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Associate Walnut... service or operations role within a financial services firm (RIA, broker-dealer, custodian, or ... is partnering with a boutique RIA in Walnut Creek that is actively hiring a Client Service Associate to support their growing client base and advisory… more
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...while accommodating given priorities + Use of CRM and/or financial services platform for advisory business +… more
- JPMorgan Chase (Houston, TX)
- …delivers premier client service , JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at JP Morgan you will be ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Banco Popular Puerto Rico (San Juan, PR)
- Date: Jul 28, 2025 Location: San Juan, PR Company: Popular Workplace Type: On-site Client Service Associate | Popular Securities Job Type Full Time- Non ... our clients in these areas. Address the investment and financial needs of the client , monitor transactions...backgrounds. We reaffirm our commitment to always offer essential financial services and solutions for our customers… more
- BlackRock (Seattle, WA)
- …and improve their financial well-being. **Team Overview:** The Alternatives Client Services (ACS) team provides comprehensive support for BlackRock's private ... risk management of critical operational processes and investor servicing. + Financial services or investment management experience preferred, particularly… more
- JPMorgan Chase (New York, NY)
- …environment. **Preferred qualifications, capabilities, and skills** + 3-5 Years in Financial Services , particularly Securities Servicing Industry. + 2+ years ... multiple locations. Your role will be crucial in delivering excellent client implementation service and driving strategic improvements. **Job responsibilities**… more
- Kestra Financial (Castle Rock, CO)
- Summary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship ... servicing. This position requires a strong understanding of the financial services industry and products and is...advisors of a large book of business including managing client needs regarding service , administrative tasks and… more
- Bank of America (Jacksonville, FL)
- Client Service Associate Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/ Client - Service - Associate \_25030824) **Job Description:** Merrill Wealth… more
- JPMorgan Chase (Orem, UT)
- …of security, customer control and convenience, and privacy. Job Summary: As a Technical Client Service Associate in the front office team, you will ... customers within SLAs as defined by the level of Service purchased by the customer + Prioritize all customer...at least 3+ years of experience working in a financial services /software client support environment… more
- CIBC (New York, NY)
- …contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** **Senior Client ... **2-5 years of relevant financial industry experience.** Experience in a client service role within Wealth Management is a plus. + **You put clients first:**… more