- 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 ... goals and work toward creating the life they envision. Who We Want: The client service associate plays a critical role in the back-office functioning of our… more
- PNC (Cleveland, OH)
- …respected, valued and have an opportunity to contribute to the company's success. As a Client Service Associate within the PNC Private Bank organization, you ... basis. Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of contact for… 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 ... and committed to delivering exceptional client service . The Senior Client Service Associate reports directly to the Financial Planner and manages the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Associate Walnut Creek, CA | In-Office Preferred (Hybrid Flex) $70,000 - $90,000 DOE + Full Benefits + Career Growth Join a new ... is partnering with a boutique RIA in Walnut Creek that is actively hiring a Client Service Associate to support their growing client base and advisory… more
- Woodforest National Bank (The Woodlands, TX)
- The Registered Client Service Associate works under general supervision, using specialized knowledge and skills obtained through experience and/or formal ... and Veterans. **Job:** **Corporate* **Organization:** **Texas - Houston* **Title:** *Registered Client Service Associate * **Location:** *Texas-The Woodlands*… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . This role ... for establishing, maintaining, and building client relationships. The Client Service Associate works in a team-oriented environment with Financial… more
- CIBC (New York, NY)
- …contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** **Senior Client ... and /or** **2-5 years of relevant financial industry experience.** Experience in a client service role within Wealth Management is a plus. + **You put clients… more
- Kestra Financial (Avon, CT)
- We are seeking a dedicated Client Service Associate to join our dynamic team, contributing to our commitment to exceptional customer service . In this ... and a passion for providing superior support to our customers. As a Client Service Associate , you will collaborate with various departments to deliver… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Overview: A boutique financial advisory firm is seeking a Client Service Associate to join its close-knit, client -focused team. With a strong ... a people-first mindset and values continuous learning and growth. Position Summary: The Client Service Associate will play a key role in supporting the… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known ... a client base built almost entirely through referrals. Position Overview: The Client Service Associate will serve as a key liaison between clients and… more
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