- Kestra Financial (Raleigh, NC)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None ... 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… more
- CIBC (Boston, MA)
- …other custodial services for high-net-worth individuals, their families, foundations and/or endowments. The Senior Client Service Associate executes the ... bring about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + **… more
- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare… more
- CIBC (St. Louis, MO)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. At...program, a vacation offering and MomentMakers, our social, points-based recognition program + Our spaces and technological toolkit will… more
- Raymond James Financial, Inc. (Columbia, SC)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... the financial advisors and branch office. + Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- CIBC (Tampa, FL)
- …about CIBC, 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 ... about resolution. You will also provide oversight on some aspects of the Client Service Associate 's responsibilities. + Demonstrate a passionate commitment… more
- HUB International (Bethesda, MD)
- …and other client account forms + Run reports and provide status updates to senior client service associate (s) on new account forms, confirming ... we are passionate about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our… more
- Raymond James Financial, Inc. (Charleston, SC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...manage and standardize best practices for various activities: new client on-boarding, + large client liquidity events,… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR - Commercial Bank, Brokerage Support, New York, NYC. * *WHAT IS THE OPPORTUNITY?* This is a hybrid service role that ... 63 or 66 licenses *Skills and Knowledge* * 5 years experience in client service , banking operations or relationship management support * 5 years of experience… more
- Kestra Financial (Columbus, OH)
- …as point of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, ... The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent… more