- Robert Half Finance & Accounting (San Jose, CA)
- Description Join a Thriving Wealth Management Firm! Job Posting: Client Service Associate Employment Type: Full-Time Location: San Jose, 100% onsite ... you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million...in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- Description If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: Los Gatos, CA (on-site with ... with experience, education, and skills) About the Company: A wealth management and financial planning firm based in Los...with client events. + Implement and enhance client service and experience initiatives while identifying… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Firm that has expanded by $400 million in recent years! We're looking for a motivated Client Service Advisor to join their team. This firm has great work life ... to high net worth individuals. + Keeping up-to-date with client documentation. + Adhering to regulatory rules. + Processing...years of experience within the financial services sector, specifically Wealth Management + A history of job stability. +… more
- CIBC (Atlanta, GA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate , you will provide day-to-day ... foundations) and act as a trusted partner to the Client Service Manager(s) by serving as their...to the following: + Assist clients with CIBC Private Wealth Investor Dashboard + Input all cash processing functions… more
- CIBC (San Francisco, CA)
- …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 ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… more
- CIBC (Tampa, FL)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Senior Client Service Associate , you will execute the more ... resolution. You will also provide oversight on some aspects of the Client Service Associate 's responsibilities. + Demonstrate a passionate commitment to… 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
- HUB International (Bethesda, MD)
- …our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our **Bethesda, MD** ... risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning...+ Run reports and provide status updates to senior client service associate (s) on new… more
- Bank of America (Charlotte, NC)
- Wealth Management Client Service Associate Charlotte, North Carolina **Job Description:** Merrill Wealth Management is a leading provider of ... community that is culture driven, resilient, results focused and effective. Job Description: Client Service Associates will be co-located at a central site, and… more