- Citigroup (Staten Island, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client ... * Must hold a Series 6 license. * Ability to provide excellent client service is a must. * Strong communication and interpersonal skills are essential. *… more
- KeyBank (South Bend, IN)
- …plan. + Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. + Employs and maintains ... advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of...Relationship Manager (ARM) is at the center of this client promise by managing and building client … more
- Thrivent Financial (Germantown, WI)
- …and oversee client communication. The goal is to provide excellent client service between meetings with advisors. Responsibilities: Support Advisor has the ... calls that require licensing as requested by advisory team or Customer Service Coordinator + Respond to client emails or phone calls: + Assess current need of … more
- JPMorgan Chase (Houston, TX)
- …delivers premier client service , JP Morgan is the place for you! As a Client Service Associate within the Private Bank Latin America at JP Morgan you ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Raymond James Financial, Inc. (FL)
- …a high level of customer service . **Educational/Previous Experience Requirements** * Associate 's degree and five (5) years of licensed financial services ... proactive, virtual support to financial advisors. Provide efficient, high quality client service , account maintenance, and administrative support to advisors… 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 ... + Supports the advisors of a large book of business including managing client needs regarding service , administrative tasks and insurance underwriting + Manage… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and final communications. * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows up, either verbally ... or in writing, to ensure client satisfaction. * Responds to incoming inquiries related to...**Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- Bank of America (Tucson, AZ)
- Merrill Associate Client Relationship Manager Albuquerque, New Mexico;Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of ... culture driven, resilient, results focused and effective. **Position Overview:** The ** Associate Client Relationship Manager (ACRM)** supports the Firms business… more