- 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. (Tallahassee, FL)
- … 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
- KeyBank (Akron, OH)
- **Location:** 219 South Main Street, Akron Ohio **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team by completing ... from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts. + Identify opportunities to retain and expand… 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 (Jersey City, NJ)
- …premier client service , JP Morgan is the place for you! As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Santander US (Miami, FL)
- Client Service Associate , Investments,...Santander is a global leader and innovator in the financial services industry. We believe that our ... to Talk to You!** **The Difference You Make:** The Client Service Associate (CSA) is...Financial Advisors (FAs) + Driven to provide superior service for both internal and external clients + Creates… more
- JPMorgan Chase (Houston, TX)
- **Description** As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- CIBC (Chicago, IL)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Transaction Associate , you will support ... available tools to efficiently execute transactions. In this role, you'll collaborate with Client Service Advisors, Associate Private Bankers, and Private… more
- Robert Half Finance & Accounting (Boston, MA)
- …years of experience in a client service or administrative role within financial services . * Active Series 7 license, with Series 66 or Series 63/65 ... firm in Boston and looking to add a Registered Client Service Associate to the...client account servicing, new account opening, assisting with financial professional transitions, and office administrative duties. Personal career… more