- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate - Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join ... culture and commitment to long-term relationships. Position Overview The Client Service Associate will be...Qualifications Required + Bachelor's degree. + 2+ years of client service experience, preferably in wealth… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Job Posting: Client Service Associate - Wealth Management A well-established and rapidly growing investment advisory firm is seeking a highly ... motivated Client Service Associate to join its wealth management team. This role is ideal for professionals looking to deepen their expertise in … more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate - Wealth Management Are you passionate about delivering exceptional client service in the financial services ... and rapidly growing investment advisory firm is seeking a Client Service Associate to join... wealth management. About the Role: As a Client Service Associate , you will… more
- CIBC (New York, NY)
- … Service Associate /** **Senior Client Service Associate ** , you will support Private Wealth relationship management efforts by delivering ... degree and /or** **2-5 years of relevant financial industry experience.** Experience in a client service role within Wealth Management is a plus. + **You put… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...in a professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Build and maintain strong client relationships through attentive and thoughtful service . + Handle client service requests, including account openings, ... dynamic and values-driven financial services firm is seeking a Client Services Associate to join its team....field. + Minimum of 3 years of experience in client service or operations within the financial… 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 ... improvement initiatives Requirements Ideal Candidate: + 3+ years of experience in a client service or operations role within an RIA or financial planning firm +… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ... empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,… more
- Kestra Financial (Knoxville, TN)
- The Client Service Associate is critical to appropriately leveraging Advisors' time, and supports Advisor team including handling all administrative ... in CRM database with discretion; define and ensure adherence to appropriate client service models * Manage and update mailing lists for birthdays, holidays, and… 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
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