- Kestra Financial (Avon, CT)
- We are seeking a dedicated Client Service Associate to join our dynamic team, contributing to our commitment to exceptional customer service . In this ... for providing superior support to our customers. As a Client Service Associate , you will...You will be responsible for guiding clients through our services and products, offering tailored solutions that meet their… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …for immediate consideration and additional info. Our client is recruiting for a Client Service Associate at a growing, client -focused Registered ... Hybrid schedule. This RIA helps individuals and families reach financial wellness with care and clarity. This role is...high-performing team that values hard work, integrity, and strong client service . The firm offers a positive… more
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * ... client accounts and utilization of bank products and services . Works with clients to assist in operations areas....Minimum 3 years experience in a banking or financial services environment required. * Minimum 3… more
- JPMorgan Chase (Newark, DE)
- …JP Morgan is the place for you! Drive risk excellence as a Private Bank Client Service Control Solutions Associate -lead the charge in building robust ... and shaping a proactive risk management culture. As a Client Service Control Solutions Associate ...Bachelor's degree required + 3+ years of experience in financial services + Strong expertise in control… more
- Truist (Sarasota, FL)
- …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
- 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
- BlackRock (San Francisco, CA)
- …and the enhancement of the client experience. **Role Responsibility** In the role of Client Service Officer (CSO) you will be a dedicated member of the ... purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a...best of BlackRock to clients and provide a differentiated client experience. ** Client Service Officer… more
- BMO Financial Group (Tempe, AZ)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal...- $82,800.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment ... financial administration for a curated group of ultra-high-net-worth clients. Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary… more
- Citigroup (New York, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests + Build and maintain relationships… more