- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- CLIENT SERVICES ASSOCIATE - FINANCIAL ...client service role, preferably in the financial services industry; + Proficiency in Microsoft ... Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work...management solutions and related services . As a Client Services Associate , you will… 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 ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and...candidate will have 2+ years of experience in the financial services industry allowing for a good… 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 ... . The Senior Client Service Associate reports directly to the Financial Planner...business-related field preferred. + 5+ years of experience in financial services , with a solid understanding of… more
- Robert Half Office Team (Toledo, OH)
- Description We are looking for a highly organized and detail-oriented Client Service Associate with Financial Service experience to provide critical ... problem-solving skills, with a client -first mindset. * Familiarity with financial services processes, including account management and compliance protocols.… more
- Charles Schwab (Phoenix, AZ)
- …Services Center located at 4750 E Francisco, Phoenix AZ. 85044_ As a **International Client Service Associate ** , you will service international ... bachelor's degree is preferred. . 2+ year of customer service experience, preferably in financial services...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
- Kestra Financial (Raleigh, NC)
- …We are: Cunningham Financial , a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients ... Associate Summary The Client Service Associate reports to the Financial...candidate will have 2+ years of experience in the financial services industry allowing for a good… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,...candidate will have 5+ years of experience in the financial services industry allowing for a good… more
- Publicis Groupe (Birmingham, MI)
- … Director. At the macro level, for their assigned client , the Senior Associate will manage financial reporting and compliance; ensure that the Investment and ... our competitors and provide a critical foundation for the agency. The Senior Associate , Client Operations supports the Operations Supervisor and Associate… more
- Bank of America (Atlanta, GA)
- …appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...partners closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- Capital One (Plano, TX)
- Senior Associate , Client Services Are you...the team. We are currently searching for a Senior Associate , Client Service . **Job Description & ... certification + At least 2 years of experience in client services or customer service ...be regularly worked. Charlotte, NC: $78,400 - $89,500 for Client Service Sr. Associate Plano,… more