- UpvoteDownvoteShare Job
- Suggest Revision
As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective goal of becoming more client-centric and providing a world-class, seamless client experience.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Minimum 3-5 years of prior Retail Sales, Retail Pharmacy, Nurse (RN/LPN), CNA, PA or other medical/health services-related experience involving direct customer/client interaction. No prior Medical Marijuana or dispensary experience is needed.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Oppenheimer & Co. Inc.s Private Client Division is currently seeking a Registered Client Service Associate for their Bellevue branch office. Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Update processes and procedures related to the Client Service Associate position. The person in this role is focused on firm operations through direct client interaction and “behind the scenes” coordination with other team members to deliver premium client service.
Part-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Client Service Associate. Two years of relevant experience in client service or client facing role (Registered Investment Advisor or Broker/Dealer) is preferred.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
We are seeking a full-time experienced Client Service Associate to join our team. Gessner Wealth Strategies, LLC, is an independent wealth management firm in Houston, TX, where financial planning and client service comes first.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Client Service Associate Client Service Shared Support Team At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! Requirements: Two years of relevant experience in client service or client facing role (Registered Investment Advisor or Broker/Dealer) is preferred.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
We are seeking a driven and personable Associate to join the growing Client Service Enterprise team to help service the company's rapidly growing client base. 2 - 5 years of client service or investor relations experience at a fund or financial services firm.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
The candidate should be able to operate independently as well as a member of a small team that overseas $300 million in client assets. Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors.
$60,000 - $65,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Overview The Branch Client Service Associate I is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
About this role: Wells Fargo is seeking an Associate Fiduciary Specialist in the Trust Client & Advisor Services as part of Wealth & Investment Management. About this role: Wells Fargo is seeking an Associate Fiduciary Specialist in the Trust Client & Advisor Services as part of Wealth & Investment Management.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
1-3 years experience in the brokerage/financial services industry as a Registered Client Service Associate. HilltopSecurities is currently looking to hire a Registered Client Service Associate.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Keyword: client service associate, account processing, PMA, quality control. Our Los Angeles office has an immediate need for a Client Service Associate. This position will be responsible for opening accounts for correspondent broker dealers, client service, and quality control as well as PMA, Prime Broker, and DBA package review.
$55,000 - $62,000 a yearFull-timeExpandApply NowActive JobUpdated Today
client service associate jobs Title: service associate
FEATURED BLOG POSTS
Land a Production Supervisor Job With These 5 Resume Tips
Have you been working as a team lead on a factory floor or in a manufacturing plant for several years? Do you consider yourself a leader who excels at managing and coaching others? Can you monitor and optimize production processes? Do you recognize the importance of employee safety and compliance? If you’re answering yes to all of these questions, then you’re definitely in the right place.
Assistant Manager Resume Guide
It can be very challenging for many individuals to find a job in the current economy. As a result, the unemployment rate is only starting to decrease after being at its highest since the Great Depression. One of many reasons this is occurring is because this pandemic has encouraged people to quit their jobs to search for better working conditions, become entrepreneurs, or change careers.
How to Build a Supervisor Resume
Writing a great supervisor resume doesn't have to be rocket science. All you need to do is figure out what the company requires and how best to appeal to their needs. In other words, see the resume as your “key” into any organization of choice.
The Ultimate Guide to Writing a Stellar Sales Manager Resume
Have you been working in sales for several years now and feel ready to move up the career ladder? Do you enjoy leading sales teams and developing strategies to drive company sales? Would you describe yourself as a strong communicator, negotiator, and closer? If so, then there’s a good chance that a sales manager position might be the ideal fit for you.
How to Write a Chief Operating Officer Resume + Sample
Are you looking to become the Chief Operating Officer in your company of choice? Do you want to create a compelling COO resume that will earn you the job? This article is for you.
Get Ready, The Beginning of the Year is the Best Time to Job Search
Frankly, if you need a job, the best time to apply for one is right now. But, regardless of timing, the competition is fierce and job seekers should do everything they can to score an advantage. Understanding when companies hire, the typical hiring season trends, and the right time of year to apply for jobs will give you the best chance at success.
The Ins and Outs of Building a Resume From a Bar Manager Job Description
Many people turn their noses up at bartending jobs, as they do for most jobs in the food service industry. Little do they know, bartenders possess a lot of unique skills. Even though these jobs can require little to no education, bartenders must go through extensive training or schooling. Additionally, the demand for these jobs is extremely high, and the career growth opportunities often bring bartenders into management positions after years of experience.