- Bank of America (Atlanta, GA)
- Associate Client Service Manager Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... work community that is culture driven, resilient, results focused and effective. The ** Associate Client Service Manager** will oversee the Client … 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 manages the… 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 ... goals and work toward creating the life they envision. Who We Want: The client service associate plays a critical role in the back-office functioning of our… more
- Coldstream Wealth Management (Portland, OR)
- …merged with Coldstream Capital. Located in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service ... the ability to manage multiple tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream Wealth Management more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate or Associate Director of Client Service Location: 100% Remote (Optional hybrid from San Francisco ... (15-30%) A boutique wealth advisory firm is seeking a highly capable and polished Senior Client Service Associate or Associate Director of Client … more
- JPMorgan Chase (Brooklyn, NY)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... enhance client relationships. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you can ... discretion. Other locations within the Private Bank footprint may be considered. The Client Service Associate serves as the primary point of contact for our… more
- KeyBank (OH)
- **Location:** 166 Crocker Park Boulevard - Westlake, Ohio 44145 **Job Summary** The Client Service Associate (CSA) works in a centralized task queue ... including banking, trust and investments. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and… more
- JPMorgan Chase (Newark, DE)
- …Hedge Funds who execute trades with any of JPMorgan's global equity trading desks. As a Client Service Associate in Equity Derivatives, you will be part of a ... Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client … 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 ... of one year experience working within the financial industry or other client service roles. + Associate degree in business-related field or equivalent… more