- Kestra Financial (Raleigh, NC)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None ... 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… 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… more
- CIBC (New York, NY)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** ** Senior Client Service Associate ** , you will support ... degree and /or** **2-5 years of relevant financial industry experience.** Experience in a client service role within Wealth Management is a plus. + **You put… 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 ... establishing, maintaining, and building client relationships. The Client Service Associate works in...the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer… more
- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the ... bring about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work… more
- Raymond James Financial, Inc. (Greenville, SC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...manage and standardize best practices for various activities: new client on-boarding, + large client liquidity events,… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- Description A boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm ... and organize client documentation for intuitive team access. + Partner with senior client service leaders to drive strategic initiatives and client … more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100% Remote (Optional SF Office Access) Jennifer Fukumae ... firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across… more
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