Registered Client Service Associate
$78.32k - $109.28kCiti Group
The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Responsibilities Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 2-5 years relevant experience Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients Ability to problem solve and analyze data with demonstration of attention to detail Strong verbal and written communication skills Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products US: Licenses: Series 7/63 or 7/66 or willing to acquire within 150 days of start date. Education Bachelor's/University degree or equivalent experience Salary Range: $78,320.00 - $109,280.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr Citigroup Inc.
$34.32k - $90k
...Client Service Associate Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing...SuggestedTemporary workWork at officeLocal area- ...San Jose, CA - or plan to relocate. The Role You're the operational engine of a high-touch wealth management practice. You own client service end-to-end: paperwork processing, CRM integrity, meeting coordination, and follow-through across all systems. Key...SuggestedWork at officeRelocation
$67k - $92.1k
...Company We’re a diversified financial services leader with more than $1.5 trillion... ..., small business and institutional clients. We are a longstanding leader in... ...ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$80k - $100k
...individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The... ...or public marketing. We are seeking an experienced Client Service Associate to join our team. This position will have direct client contact...SuggestedFull timeWork at officeFlexible hours$19.5 - $21.5 per hour
...Job Description Job Description Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule... ...paced environment, this role is for you. As a Client Services Associate , you'll support daily office operations through mail...SuggestedFull timeTemporary workPart timeWork at officeImmediate startMonday to Friday$25 per hour
...Job Description Job Description Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Mailroom AssociateJob Summary The Mailroom...Full timeTemporary workPart timeWork at officeImmediate start- Bank of America in San Jose is seeking a client service professional to support Financial Advisors and enhance client relationships. Responsibilities include ensuring excellent client service, aligning practices with bank policies, and executing strategic objectives. The...Hourly pay
- ASL Financial, LLC in Los Gatos, CA is seeking an experienced Client Service Associate to join our boutique financial planning team. This hybrid role offers direct client contact and opportunities for growth. You will support advisors with meeting prep, process account...
$80k - $100k
ASL Financial, LLC is seeking an experienced Client Service Associate to join our team in Los Gatos, CA on a hybrid schedule. You will handle client requests, support Advisors with meeting prep, and manage routine account administration. The ideal candidate has 2+ years...Flexible hours$110k - $150k
...Client Service Associate Trillium is seeking a Client Service Associate for an established Wealth Management company in Los Gatos! This Direct... ...operations experience in wealth management ideally with a Registered Investment Advisor. This role requires significant client...Work at officeMonday to Friday$21 - $25.31 per hour
Client Service Associate (Teller)- Mountain View, CA Associates at California Bank & Trust work in a relationship-centered culture where they are... ...the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank...Hourly payFull timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$24.95 - $27.65 per hour
Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday-Friday | 8:00 AM - 5:00 PM Keep... ...environment, this role is for you. As a Client Services Associate , you’ll support daily office operations through mail handling...Temporary workWork at officeMonday to Friday$62.6k - $86k
...Company We’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...and we are looking for a Client Service Associate to join our operations team! The Client...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$80k - $100k
...individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The... ...or public marketing. We are seeking an experienced Client Service Associate to join our team. This position will have direct client contact...Full timeWork at officeFlexible hours- JPMorgan Chase & Co. is seeking a Private Client Investment Associate to provide client service and operational support within Wealth Management. This role involves assisting Advisors with account operations and maintaining client relationships. The ideal candidate must...
$55k - $90k
...part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset...Full timeFlexible hours- Job Summary At J.P. Morgan Chase, the Private Client Investment Associate in Wealth Management provides client service, operational marketing and administrative support... ...Securities Industry Essentials (SIE) exam if registered after Oct 1, 2018. Valid active Series 66 (or...
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...a Private Client Investment Associate in J.P. Morgan Wealth... ...condition of employmentIf you were registered after October 1, 2018 you must...
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...a Private Client Investment Associate in J.P. Morgan Wealth... ...condition of employment If you were registered after October 1, 2018 you...
- ...’s story at HSSV, there is a Community Service Associate working with the people who have found... ...fosters, Pet Pantry and mobile clinic clients, and just about everything in between.... ...incoming monies and accuracy of the cash register including closing procedures. Observe...Part timeLocal areaFlexible hours
$27.7 - $36.62 per hour
...About The Role As a Client Assistant at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experience—coordinating onboarding, managing communications...Hourly payWork experience placementWork at office$2,025 - $2,255 per week
...Registered Nurse Pay: $2,025.00 to $2,255.00 weekly Assignment Length: 13 Weeks Schedule: 5x8-Hour 08:00 - 17:00 Openings: 1 Start Date: 08/24/2026 Experience: 1 year Charting System: Protouch We'll work with you to build the healthcare career of...$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$88k - $100k
...Management's company culture empowers our associates to take initiative, be proactive,... ...integrated approach to hospitality services — all with outstanding client service. Our team is made up of the... ...General office equipment and cash register operation knowledge is expected....Work at officeImmediate startShift workNight shift- JPMorganChase is looking for a Private Client Investment Associate to provide client service and operational support in Wealth Management. This role includes facilitating requests and helping manage client relationships in a dynamic team environment. The ideal candidate...
$25.03 - $31.92 per hour
...will do Execute world‑class practices of service and patient care in support of C‑I‑CARE... ...accordance with performance standards. Registers new patients, schedules appointments and... ...experience in a medical office, insurance, or client services environment required. Graduate...Hourly payTraineeshipWork at officeFlexible hours$102.3k - $150k
Job Summary:The Core Tax Services (“CTS”) Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and... ...specialistsMay train and mentor managers/ seniors/associates on ASC 740Strategy Development Introduces and...Work at officeLocal area- ...reception, and related office support services for Fortune 500 companies, professional... .... With a team of over 1,500 nationwide associates, TMG is seeking an individual who can uniquely... ...and packages, including certified, registered, return receipt, Federal Express, UPS...Work at office
- ...of what makes this such a special place to work. The At Your Service Center Colleague is responsible for providing a great customer... ...necessary to perform job functions, including handheld equipment, cash register and ability to process register transactions. This is a...Flexible hoursShift workNight shiftAfternoon shift
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