• Brokerage Client Service…

    Truist (Ocala, FL)
    …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
    Truist (11/18/25)
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  • Associate II - Prime Brokerage Asset…

    JPMorgan Chase (Jersey City, NJ)
    …directly focus specifically on Middle Office Asset Servicing (Corporate Actions). As a Client Service Delivery Associate II within JPMorganChase, you will ... be responsible for managing some of the Top Tier Brokerage client relationship and supporting the global...successful voluntary corporate action election. + Provide a best-in-class client service experience. + Comply with the… more
    JPMorgan Chase (11/02/25)
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  • Client Service Associate

    Coldstream Wealth Management (Portland, OR)
    …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive and growing team, you will ... the team is now adding a CSA position. The Client Service Associate Role The...preparing meeting materials in advance + Coordinating the new client onboarding process: + Opening brokerage accounts,… more
    Coldstream Wealth Management (11/07/25)
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  • Senior Client Service…

    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 ... responsibilities include: + Prepare and process documentation related to client onboarding and maintenance: + Open brokerage ...tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream… more
    Coldstream Wealth Management (10/05/25)
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  • Client Service Associate Soft…

    JPMorgan Chase (Newark, DE)
    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 ... fast paced, high volume environment. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
    JPMorgan Chase (11/13/25)
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  • Client Service Associate

    Coldstream Wealth Management (Seattle, WA)
    …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the ... and proactively preparing meeting materials + Coordinating the new client onboarding process: + Opening brokerage accounts,...7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream… more
    Coldstream Wealth Management (09/24/25)
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  • Associate II- Prime Client…

    JPMorgan Chase (Jersey City, NJ)
    …I and become a vital part of our mission to elevate client experiences. As an Client Service Associate I within the Prime Client Operations team, you ... Join our dynamic team as a Client Service Delivery Associate ...serve as the primary point of contact for Prime Brokerage clients, addressing their trade and settlement needs. You… more
    JPMorgan Chase (10/24/25)
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  • Senior Registered Client Associate

    Wells Fargo (Charlotte, NC)
    **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
    Wells Fargo (11/20/25)
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  • Private Wealth Client Service…

    Citizens (Naples, FL)
    …intimately focusing on each client 's unique circumstances. The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day ... gold glove experience to clients that results in long-term client loyalty to join our growing team. Additionally, a...specific Wealth Manager Teams. The CSA leads onboarding and service for new and existing clients. The incumbent is… more
    Citizens (11/21/25)
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  • Senior Client Associate

    Wells Fargo (Wayne, PA)
    **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry… more
    Wells Fargo (11/21/25)
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