- 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
- Guidehouse (Arlington, VA)
- …As an Associate Director at Guidehouse's Commercial Financial Services practice, you will have responsibility for client management, solution ... years of experience in the banking industry or commercial financial services consulting + 7+ years' experience...financial stability. + Proven ability to successfully lead client service delivery teams that deliver the… more
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 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 4 years experience in a banking or financial services environment required. * Minimum 4… 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
- Commerce Bank (Columbia, MO)
- …a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, ... seasoned wealth management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for their goals.… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | RIA | San Francisco | Hybrid | ... a client -focused environment. Responsibilities: + Provide day-to-day client service and support + Assist with...Michelle is a Permanent Placement Recruiter at Robert Half Financial Services . Happy to connect even if… more
- TEKsystems (Colorado Springs, CO)
- …Candidates must be comfortable navigating multiple systems and interpreting complex client instructions. Key Responsibilities + Process 350-400 client activities ... + Core: Address/profile updates, uploading agreements, R&D calculations. + Complex: Financial beneficiary movements, new account setups, complex asset allocations. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | ... financial planning, lending strategies, and tailored family office services , all while building lasting client relationships...Michelle is a Permanent Placement Recruiter at Robert Half Financial Services . Happy to connect even if… more