- Coldstream Wealth Management (Seattle, WA)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the ... + Excellent reliability (the team's hours are 7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream Wealth Management more
- M&T Bank (Paramus, NJ)
- … experience. **Education and Experience Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu ... ensure it is resolved. + Utilize knowledge of products, services , internal policies, and procedures as well as external...and/or work experience, including a minimum of 2 years' financial service client service… more
- ADP (Maitland, FL)
- ADP is hiring an ** Associate Client Service - Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement ... our clients. Ready to #MakeYourMark? **Apply now!** **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client - service /… more
- MetLife (Philadelphia, PA)
- … is a member of the Public Fixed Income (PFI) & Active Equity Client Service Operations team within MetLife Investment Management (MIM), MetLife Inc.'s ... Business Experience and Technical Skills: Required: * 3-5 years of experience in Financial Services or Investment Management, with a focus on Fixed Income.… more
- JPMorgan Chase (New York, NY)
- …talented Associate to join the North America Client Platform team within Americas Client Service . As an Associate on this team, you will assist on ... monitoring processes. + Partner extensively with colleagues across AM, including client service , product, finance, operations, and technology teams. **Required… more
- HUB International (Mclean, VA)
- …limits - **HUB is the place for you.** We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in ... + Maintain current records of corporate policies **Qualifications:** + Background in financial services , insurance, or employee benefits including any knowledge… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to...High School Diploma or Associate 's degree required * Previous experience in financial services a plus ... compliance * Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and competing priorities daily in pursuit… more
- Robert Half Finance & Accounting (Fairfield, CT)
- …access sophisticated strategies through exchange-traded products. Our client is looking for a Client Services Associate to play a key role in expanding ... please email Alex.Muzaurieta@roberthalf. Requirements . 1+ years of experience in financial services , asset management, wealth management, or fintech. .… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Raymond James Overview** **One of the largest independent financial services firms in the country could be the** **place** **you build a career beyond your ... holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its… more
- Truist (North Myrtle Beach, SC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and… more