- Zions Bancorporation (Salt Lake City, UT)
- …possibilities are endless. You bring the talent; we bring the opportunity. **Role Summary** The Client Account Service Associate (CASA) plays a pivotal ... at our downtown Salt Lake City, UT location. **General Responsibilities** + Deliver client service aligned to defined segmentation models. + Utilize Salesforce… more
- JPMorgan Chase (Houston, TX)
- …love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for ... servicing a portfolio of large corporate or financial institution clients. As a Client Service Account Manager within the (X) team, you will support a… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …customer service in the financial services industry? We are seeking a Client Service / Account Management Associate to provide efficient support ... Description Client Service Associate Are you passionate about delivering outstanding… more
- Kestra Financial (Raleigh, NC)
- Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients ... creating the life they envision. Who We Want: The client service associate plays a...account maintenance, and compliance + Process, submit, and service all account paperwork/requests; follow through to… more
- PNC (Indianapolis, IN)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... regular basis. Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of… more
- PNC (Phoenix, AZ)
- …respected, valued and have an opportunity to contribute to the company's success. As a Client Service Associate Sr within PNC Private Bank organization, you ... regular basis. Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate Sr. serves as the primary point of… more
- Coldstream Wealth Management (Portland, OR)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive and growing team, you will ... the team is now adding a CSA position. The Client Service Associate Role The...day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... exceptional client service . The Senior Client Service Associate reports directly...of contact for clients regarding service requests, account maintenance, and problem resolution. + Ensure client… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the...point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . ... establishhttps://jpmc.fa.oraclecloud.com/fscmUI/redwood/recruiting-hiring/hiring/landing?tab\_id=DetailsIding, maintaining, and building client relationships. The Client Service Associate works in… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
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