- Zions Bancorporation (Phoenix, AZ)
- …the job, stay for a career. NBAZ is looking for a seasoned **Client Service Associate (Teller)** to join Arizona's #1 Community Bank in our **Biltmore/Phoenix** ... being a team player, and helping others reach their financial goals, then we are interested in speaking with...+ High School Diploma or equivalent and some cashiering, customer service , balancing or other related experience.… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Boutique RIA. This is a full-time permanent role based ... collaborative, client-focused team where your work directly impacts clients' financial journeys. The culture emphasizes curiosity, teamwork, and adaptability,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Services Associate will support all operational aspects of client service , including onboarding, investment reporting, and financial administration. This ... of wealth strategy, portfolio management, family office services, and financial operations. Unlike traditional multi-family offices, this team builds deep,… more
- Public Consulting Group (Jefferson City, MO)
- …up to 20% travel across South Carolina. **Duties and Responsibilities** + Supports customer service and operations for clients: + Responsible for initiative ... promote student success, improve programs and processes, and optimize financial resources. We work with clients to ensure all...may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …questions or concerns. * Handle stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze problems and ... dynamic team environment to provide crucial support to the financial advisors and branch office. * Onboards new clients,...both independently and as part of a cohesive team. * Provide a high level of customer service… more
- Comerica (Costa Mesa, CA)
- …This position holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are ... Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role...a position providing operational and sales support to multiple Financial Consultants (FC's) within their individual businesses, as well… more
- BMO Financial Group (Tempe, AZ)
- Provides exceptional, daily operational service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem ... that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time permanent role ... most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Wealth Management Firm. This is a full-time permanent ... a thriving wealth management firm known for its rapid growth, exceptional service , and innovative technology. The firm offers great career development opportunities,… more
- United Rentals (Ludlow, MA)
- …multi-tasking and strong teamwork skills + Diligent attention to safety + Superior customer service skills + Ability to frequently lift items up to ... build your future with United Rentals!** As an Equipment Associate at United Rentals, you will perform a variety...(training is provided on products & services) + Superior customer service and positive attitude + Excellent… more