- City National Bank (New York, NY)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * ... the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts… more
- Citigroup (Rolling Hills Estates, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Banfield Pet Hospital (Austin, TX)
- …ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide professional , efficient and exceptional ... support the needs of our wellness plan clients. Provide professional , efficient and exceptional service at all...the doctors in providing world class preventive care and client service . Confer with field leadership and… 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...and processing is handled in a timely, accurate, and professional manner. Along with the back office functions the… 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...mentor team members to ensure accountability, performance excellence, and professional growth. + Conduct performance evaluations and provide timely… more
- Coldstream Wealth Management (Portland, OR)
- …about what we do. We have fun, we work hard, and we are nice to each other. The Client Service Associate Role The Client Service Associate ... the ability to manage multiple tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream Wealth Management 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 ... for all work on assigned tasks + Participates in professional training opportunities including seminars and self -learning opportunities...year experience working within the financial industry or other client service roles. + Associate … more
- Kestra Financial (Avon, CT)
- We are seeking a dedicated Client Service Associate to... client inquiries and issues . Respond to client requests in a timely and professional ... for providing superior support to our customers. As a Client Service Associate , you will...and vision insurance + Generous paid time off and holiday schedule + Opportunities for professional development and career… more
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, New York **Hybrid** Contract $25/hr - $30/hr **Title:** Client Service Associate **Description:** Job ... of our clients. We are looking for our next Client Service Associate to support...Applicants need to make their needs known in advance. **Posted by:** VMS Sourcing **Specialization:** + Accounting / Finance Professional… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate Location: San Francisco, CA (Montgomery BART) Industry: Wealth Management / Multi-Family Office Compensation: ... multi-family office is seeking a polished and proactive Senior Client Associate to join its San Francisco-based...Key Responsibilities + Serve as the primary contact for client service requests + Execute client… more
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