- Aston Carter (Bellevue, WA)
- …+ 1-2+ years of experience working at a financial services firm as a Client Services Associate or an Intern + Open to taking Series65 upon starting with ... (Job Description) The Client Service Associate will assume responsibility...+ Amazing Growth Track - Client Services Associate -> Lead Planner -> Financial Advisor… more
- Aston Carter (Durham, NC)
- …interpretation, invoicing, reporting, and presentation of historical and/or forecasted financial claims expense and stop loss coverage information. + Support ... the preparation of invoicing and financial claims expense forecasts. + Support the preparation of...data for internal/external audit + Process a variety of client transactions that may include suspension and/or hold of… more
- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... and professional manner. Essential Duties and Responsibilities + Assist in client meeting preparation and follow-up including assembling requisite paperwork, report… 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 ... client service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's client service operations,… more
- WTW (Philadelphia, PA)
- … client partnerships and driving WTW's growth in the financial services sector. **Note:** Employment-based non-immigrant visa sponsorship and/or assistance is ... **Description** As a Senior Associate , you will be the primary point of...internal teams to deliver tailored solutions. You'll also monitor client success metrics, share insights with product and research… more
- JPMorgan Chase (Wilmington, DE)
- … Financial Advisors/ Client Associates. + Coordinate and follow through on Financial Associate / Client Associate requests + Research, follow-up and ... to provide an exceptional level of service to both our clients and Financial Advisors/ Client Associates. **Job Responsibilities:** + Monitor money transfer queue… more
- Kestra Financial (Raleigh, NC)
- …Cunningham Financial , a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve ... Service Associate Summary The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors' time. This… more
- Kestra Financial (Grapevine, TX)
- …smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. ... Full-time, Client Service Associate (CSA) Requirements Summary:...high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations. If you are energetic, collaborative, client… more
- Raymond James Financial, Inc. (Manassas, VA)
- …exceptional, personalized attention throughout their financial journey. The Senior Client Service Associate also manages key operational and compliance ... service. McDermott Armati Wealth Strategies is seeking a Senior Client Service Associate who shares our vision...successful financial services practice. As a Senior Client Service Associate , you are entrusted with:… more
- JPMorgan Chase (New York, NY)
- …client service and make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan ... Unlock your potential as a Client Associate at JP Morgan Advisors,...to a team that values strong relationships and exceptional client service will directly impact our clients' financial… more