- Raymond James Financial, Inc. (Greenville, SC)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... **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
- Raymond James Financial, Inc. (Conshohocken, PA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (Westlake, OH)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Comerica (Costa Mesa, CA)
- Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… 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
- Raymond James Financial, Inc. (FL)
- …proactive, virtual support to financial advisors. Provide efficient, high quality client service , account maintenance, and administrative support to advisors ... met and necessary support is being provided. * Manages client account maintenance activities which includes, but is not...and special outreach projects, etc. * Provides high caliber service to clients by responding to inquiries and requests… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Job Description** Responsibilities Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and ... mailings. Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Citigroup (San Antonio, TX)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... timely feedback to senior management to identify client pain points and barriers to exceptional service...Microsoft Office (Excel, Outlook, and Word) preferred. + US Registered FINRA Series 7 & 63 Required. In addition,… more
- SMBC (Los Angeles, CA)
- …inquires, troubleshoots complex issues and escalates issues to the appropriate areas. The Sr . Client Specialist is also responsible for training junior staff on ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- PNC (Coral Gables, FL)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Commercial Banking organization, you will ... service and execution support for new and ongoing client relationships. May serve as a customer solutions resource....the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage… more