- Robert Half Finance & Accounting (San Jose, CA)
- …Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Client Service Associate at a Wealth Management Firm. This is a full-time ... permanent role based in San Jose. Join a thriving wealth management firm known for its rapid growth, exceptional...and a supportive, team-oriented environment. Responsibilities: + Providing excellent service to clients. + Helping out in client… more
- HUB International (Pasadena, CA)
- …supervision + Positive attitude toward client relations to provide exceptional, proactive client service + Ability to interact with people across all levels ... our current clients and onboarding new clients through providing professional, courteous service to our clients, business partners, and HUB colleagues. + Responsible… more
- Kestra Financial (Columbus, OH)
- …of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, Word, Excel ... The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent… more
- Kestra Financial (Castle Rock, CO)
- Summary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship ... the advisors of a large book of business including managing client needs regarding service , administrative tasks and insurance underwriting + Manage data and… more
- Robert Half Finance & Accounting (Wethersfield, CT)
- Description Client Service Associate / Relationship Manager - wealth management firm Direct-Hire / Permanent position Robert Half contact: ... area in their search of a Relationship Manager / Client Service Associate to join...remain confidential. Requirements Client Service Associate / Relationship Manager - wealth management… more
- Citizens (San Francisco, CA)
- Description As a Private Wealth Client Service Associate or Registered Client Service Associate , you will play a pivotal role as a trusted ... operational skills to facilitate business growth while ensuring exceptional client service . In this position, you will...Attention to detail, combined with a strong emphasis on client -focused approaches. + Background in private wealth … more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… more
- Citigroup (San Antonio, TX)
- The Team Client Services Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- Bank of America (Iselin, NJ)
- Registered Wealth Management Client Associate Iselin, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial... needs of their clients. **Position Overview:** The **Registered Wealth Management Client Associate ** role… more
- Bank of America (Clifton Park, NY)
- Wealth Management Client Associate Clifton Park, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more