- Robert Half Finance & Accounting (San Jose, CA)
- …firm is seeking a detail-oriented and client -focused Client Service Associate to join its wealth management team. This is an excellent opportunity ... Description Client Service Associate Location: San Jose, CA Industry: Financial Services / Investment Advisory A rapidly growing investment advisory… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 **Job Summary** The Client Service Associate (CSA) works in a centralized task queue environment ... supporting the Key Wealth Investment Management & Trust (IM&T) sales and administration...year experience working within the financial industry or other client service roles. + Associate degree in… more
- Moss Adams LLP (San Francisco, CA)
- …interesting business challenges. **Introduction to the team** The Client Service Associate for Moss Adams Wealth Advisors will collaborate with Investment ... ** Client Service Associate ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Fukumae via LinkedIn for fastest consideration for this opportunity. Job Posting: Client Service Associate Employment Type: Full-Time Location: San Jose, 100% ... you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million...in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This… more
- BlackRock (San Francisco, CA)
- …2. ** Wealth ** , differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, 3. ** Client Experience Operations** , core ... when planning for their most important goals **.** **About Client Experience** Our mission within the Client ...**About Client Experience** Our mission within the Client Experience (CX) organization is to make it easier… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, ... financial administration for a curated group of ultra-high-net-worth clients. Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus… more
- JPMorgan Chase (Phoenix, AZ)
- …the opportunity to take your career to the next level. As a National Client Banker, you are responsible for advising families on building, preserving and managing ... their wealth in partnership with local coverage markets. You will...and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of… more
- HUB International (Wilmington, MA)
- …their own unique, regional culture. We currently have an opportunity for a ** Client Services Associate ** . **SPECIFIC** **RESPONSIBILITIES** **:** + Assist the ... risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of...CRM in client retention and building relationships with key … more
- HUB International (Wilmington, MA)
- …maintain their own unique, regional culture. We currently have an opportunity for a ** Client Services Associate ** . The selected employee will be responsible for ... risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of...supporting Account Managers on all aspects of client service, marketing, and renewal of commercial insurance accounts… more
- Robert Half Finance & Accounting (CA)
- …supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, ... from our San Francisco office. What You'll Do: + Be the client 's operational quarterback-owning onboarding, money movement, and reporting workflows + Coordinate… more