- Public Consulting Group (Jefferson City, MO)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... agencies to improve lives. Founded in 1986, PCG employs approximately 2 ,000 professionals throughout the US-all committed to delivering solutions that change… 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 ... creating the life they envision. Who We Want: The client service associate plays a...business-related field preferred + The ideal candidate will have 2 + years of experience in the financial services industry… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate -...to connect! Requirements Qualifications Required + Bachelor's degree. + 2 + years of client service ... Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join its high-touch, relationship-driven team. Located in Walnut… more
- JPMorgan Chase (Tempe, AZ)
- Step into the role of a Client Service Associate within our Commercial & Investment Bank and become an integral part of our clients' success stories. As the ... in the ever-evolving world of commercial banking. As a Client Service Associate within our...met. **Required qualifications, capabilities and skills** + Minimum of 2 years of experience or equivalent expertise in managing… more
- JPMorgan Chase (Houston, TX)
- **Description** As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening ... all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on ...to fluently communicate (written and verbal) in Spanish + 2 + years of experience in the investment management industry… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …in the Financial Service Industry, Thakar Financial LLC is seeking a dynamic Client Service Associate who is looking to join this growing team. ... work independently. This role helps provide high quality customer service to prospective and existing clients. The candidate will...of meetings in person and via Zoom. + Research client and security information through the back office system.… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …year-demonstrating exceptional investment performance and continued client trust. The Role: The Client Service Associate will play a vital role in ... 2 billion in assets under management and a client base of approximately 250 high-net-worth individuals and families....Ideal Candidate: + 3+ years of experience in a client service or operations role within an… more
- ADP (Tempe, AZ)
- ADP is hiring customer service professionals for our ** Associate Client Support Consultant** positions. It is hybrid whereby employees work 3 days in the ... office and 2 days at home each week. + _Are you...technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Boutique RIA. This is a full-time permanent ... or email for additional info and immediate consideration. Requirements + 2 + years of client service experience, preferably in wealth management + Familiarity… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports...Education and/or Experience * The ideal candidate will have 2 + years of experience in administrative support in a ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… more