- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and...candidate will have 2+ years of experience in the financial services industry allowing for a good… 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 ... . The Senior Client Service Associate reports directly to the Financial Planner...business-related field preferred. + 5+ years of experience in financial services , with a solid understanding of… more
- WTW (Dallas, TX)
- …strengthening client partnerships and driving WTW's growth in the financial services sector. **Note:** Employment-based non-immigrant visa sponsorship and/or ... and research teams, and stay up to date on financial services industry trends to provide timely,...related field. + 2-5 years of proven experience in client success, customer service , or a technical… more
- Kestra Financial (Raleigh, NC)
- …We are: Cunningham Financial , a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients ... Associate Summary The Client Service Associate reports to the Financial...candidate will have 2+ years of experience in the financial services industry allowing for a good… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,...candidate will have 5+ years of experience in the financial services industry allowing for a good… more
- JPMorgan Chase (New York, NY)
- As a Client Service Manager (CSM) in Securities Services , you will join the client service team and support a book of clients. You will work closely ... client ongoing satisfaction with JPM. + Maintain client profiles and service level documents. +...three to five years of experience working at a financial services organization focused on Institutional clients.… more
- Bank of America (San Francisco, CA)
- …appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...partners closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- CNO Financial Group (Carmel, IN)
- …is bonus eligible. Optavise, a CNO Financial Group Company, is seeking a Senior Client Services Associate to manage both client and internal Optavise ... client strategy, as well immediate operational deliverables. **As a Senior Client Services Associate ,** **your responsibilities will include:** + Own… more
- Charles Schwab (Orlando, FL)
- **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a ... bachelor's degree is preferred. . 2+ year of customer service experience, preferably in financial services...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… more
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