- Robert Half Finance & Accounting (Minneapolis, MN)
- Description Client Service Associate Are you passionate about delivering outstanding customer service in the financial services industry? We are seeking a ... Client Service/Account Management Associate to provide efficient...top jobs, competitive compensation and benefits, and free online training . Stay on top of every opportunity - whenever… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Boutique RIA. This is a full-time permanent ... based in Walnut Creek with a Hybrid schedule. Join a collaborative, client -focused team where your work directly impacts clients' financial journeys. The culture… more
- Fiserv (Hagerstown, MD)
- …an impact on a global scale, come make a difference at Fiserv. **Job Title** Client Service Associate **What does a successful Client Service Assoicate do ... support retention and growth of the SMB Direct portfolio and assure client satisfaction by maintaining overall relationship with clients. This includes client… more
- Public Consulting Group (Jefferson City, MO)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... the delivery of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client … more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ideal ... enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and… more
- Finexio (Orlando, FL)
- …and technology so much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience ... correspondence in a professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring most customer… more
- Wells Fargo (Clifton, NJ)
- **About this role:** Wells Fargo is seeking a Part-Time Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management to support The Olin Group of Wells Fargo Advisors. Learn more ... training , military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry experience +… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Wells Fargo (Greenville, NC)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... training , military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry experience +… more