- Raymond James Financial, Inc. (San Francisco, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (San Diego, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows...**Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …and protocols for routine inquiries. Carry out a range of customer service activities, including handling customer cases and inquiries that are more complex ... customer retention and business development activities. Provide an efficient counter service by carrying out standard branch operations tasks and informing customers… more
- Citigroup (Hermosa Beach, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... 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
- Bank of America (San Francisco, CA)
- Registered Wealth Management Client Associate San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Navy Federal Credit Union (San Diego, CA)
- …determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area + Independently and proactively make outbound ... to challenging and/or sensitive situations using appropriate and tactful customer service communications + Review client account(s) and activities, assess… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered Investment Advisor (RIA). This is ... collaborative, high-performing team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover, and excellent… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for retirement… more
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