- Kestra Financial (Raleigh, NC)
- …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 ... Financial, a growing financial planning firm, is seeking a Client Service Associate to assist...that is custom tailored to their specific situation. Each client has a different vision for their life… more
- PNC (Cleveland, OH)
- …respected, valued and have an opportunity to contribute to the company's success. As a Client Service Associate within the PNC Private Bank organization, you ... may be performed remotely, at the manager's discretion. The Client Service Associate serves as...Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with… more
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... bring about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work… more
- WTW (Milwaukee, WI)
- …life , disability, and absence management benefits for clients. + Partnering with client service team leader to deliver superior project management + Providing ... **Description** As a Health and Benefits Lead Associate you will contribute to a wide variety of...superior client service in response to everyday service… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Apply now and connect with Jennifer Fukumae on LinkedIn for faster consideration. Client Service Associate (CSA) Location: Mountain View, CA (Onsite ... year-demonstrating exceptional investment performance and continued client trust. The Role: The Client Service Associate will play a vital role in… more
- CIBC (New York, NY)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a **Senior Client Service Associate ** , you will support Private ... you are** + **Educational background:** You have a bachelor's degree (preferred). + ** Client service experience:** You have 3+ years of financial industry… more
- Bank of America (Jacksonville, FL)
- Client Service Associate Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/ Client - Service - Associate \_25030824) **Job Description:** Merrill Wealth… more
- Coldstream Wealth Management (Mercer Island, WA)
- …a fantastic opportunity to join one of our largest wealth management teams! As a Client Service Associate , you will learn the Registered Investment Advisor ... same approach, value open communication, and believe in trusting, life -long relationships. The firm has offices in Mercer Island,...a finance or related focus is strongly preferred Keyword: Client Service Associate From: Coldstream… more
- Eastern Bank (Portsmouth, NH)
- … Client Associate plays a key role in delivering exceptional client service and operational support to high-net-worth clients by collaborating with ... + Serve as a primary point of contact for client service inquiries and requests. + Assist...program called Total Rewards that includes medical, dental, vision, life and disability insurance, retirement, vacation and tuition reimbursement.… more
- ADP (Maitland, FL)
- ADP is hiring an ** Associate Client Service - Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement ... our clients. Ready to #MakeYourMark? **Apply now!** **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client - service /… more