- 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... and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional… 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
- 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… more
- KeyBank (Akron, OH)
- **Location:** 219 South Main Street, Akron Ohio **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team by completing ... from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts. + Identify opportunities to retain and expand… more
- CIBC (Chicago, IL)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Transaction Associate , you will support ... efficiently execute transactions. In this role, you'll collaborate with Client Service Advisors, Associate Private...a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 2-3… more
- HUB International (Rockville, MD)
- …limits - **HUB is the place for you.** We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in ... and quarterly offsite meetings. + Maintain and update the Client Service Manual including key checklists and...and Personal Time Off + Comprehensive Onboarding + Continuing Education + Flexible Work Arrangements + Dress for Your… more
- Raymond James Financial, Inc. (Richmond, VA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... service experience, or an equivalent combination of experience, education , and/or training as approved by Human Resources. **Licenses/Certifications** + SIE… more
- ADP (Maitland, FL)
- ADP is hiring a ** Client Service Associate .** Thanks for clicking! Let us tell you a little more + Are you a customer service superhero who gets a thrill ... might be just the person we're looking for! As ** Client Service Associate ** , you'll...service environment. + Bachelor's Degree or equivalent in education and experience. + A strong focus on … more
- Raymond James Financial, Inc. (Traverse City, MI)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...cohesive team. + Provide a high level of customer service . ** Education /Previous Experience** + High School Diploma… more
- Raymond James Financial, Inc. (Hanover, NH)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...cohesive team. * Provide a high level of customer service . ** Education /Previous Experience** * High School Diploma… more
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