- 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
- 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
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100% Remote (Optional SF Office Access) Jennifer Fukumae is ... of the world's most sophisticated families seeking a Senior Client Service Associate to deliver...Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a… more
- CIBC (Chicago, IL)
- …Fl **Employment Type** Regular **Weekly Hours** 40 **Skills** Active Listening, Client Service , Customer Experience (CX), Internal Controls, Interpersonal ... suitably. + **Business Development -** Identify, through the analysis process and client dealings, other potential sales and/or service improvement opportunities… 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
- HUB International (Los Angeles, CA)
- …**Skills and Knowledge:** + Bachelor's degree or job-related experience + Knowledge of financial services products, including but not limited to equities, bonds, ... annuities, insurance, and managed accounts + 1+ years of financial services experience with a solid knowledge...toward client relations to provide exceptional, proactive client service + Ability to interact with… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …returns. * Reviews, assesses and responds to all corporate action items and client account alerts. * Prepares financial reports, spreadsheets and other materials ... Financial Advisors. * Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors with… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a ... or TD Ameritrade is a plus + Personable, polished, and committed to exceptional client service + Highly organized, detail-oriented, and able to manage multiple… more
- WTW (Chicago, IL)
- …+ Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively ... **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety...health and benefits business acumen as well as your financial , project management and client relationship skills… more
- HUB International (Merrillville, IN)
- …for Your Day Dress-Code + Service Awards **Here's Where You Come In** As a Client Service Associate , you will manage a growing book of business for our ... implementation of all contracts, paperwork, and internal processing on accounts. + Implement Client Service Plans as directed by account team and\or Team Leader.… more
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