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.
$78.32k - $109.28k
## Registered Client Service AssociateApplyremote type: Hybridlocations: San Jose California United Statestime type: Full timeposted on: Posted... ...requisition id: 26966072The Licensed Client Service Associate is a developing professional role which integrates in-depth...SuggestedFull time$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$65k - $80k
...Client Service Associate BetterWealth is a growing financial planning firm in San Jose, CA and we are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients...SuggestedFull timeWork at officeRemote workWork from homeMonday to Friday- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...Suggested
$80k - $105k
...established wealth management firm looking for an experienced client‑centric associate to join our team in San Jose’s vibrant downtown Willow Glen... ...Responsibilities Lead support to advisor team and provide service to the firms’ 170+ client households Responsible for...SuggestedWork experience placementWork at office- ...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....Hourly pay
$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- ...Wealth Management Client Associate San Jose, California To proceed with your application, you must be at least 18 years of age. Acknowledge... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$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$25 - $44 per hour
...Job Overview This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business...Hourly paySeasonal workWork from homeShift workDay shift- ...analysis and invoice preparation D365 entry and maintenance New client set up and risk assessments Drafting engagement contracts for... ...escalation Build and maintain strong relationships with client service leaders, anticipate their needs, communicate proactively, and adjust...Work at officeLocal areaShift work
- ...Job Title This role is direct support of the Client Engagement Manager (CEM) and Managing Director (MD) and showroom operations.... ...information and scheduling presentations. Reception & Guest Services Receive and transfer incoming calls for the Customer Experience...Hourly payWork at office
- ...opening retail stores around the world. We invite you to join team TravisMathew. Job Overview The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs...Weekend workAfternoon shift
$25.03 - $31.92 per hour
...I-CAREExecutes world class practices of service and patient care in support of C-I-CARE... ...in accordance with performance standards.Registers new patients, schedule appointments and... ...experience in a medical office, insurance, or client services environment required.Graduate...TraineeshipWork at officeFlexible hours$2,025 - $2,255 per week
...Registered Nurse Job Details Profession: Registered Nurse Pay: $2025.00 to $2255.00 weekly Assignment Length: 13 Weeks Schedule: 5x8-Hour 08:00 - 17:00 Openings: 1 Start Date: 07/13/2026 Experience: 1 year Facility Info: Log in to view details Charting System: Protouch...$22.68 - $28.8 per hour
...Support the service and tire team under the direction of the Manager, Store Service. Assist... ...of customer care, work order and register assistance, facility maintenance, and merchandising... ...training and coaching service selling associates on "Pep Boys Customer Care Process,"...Hourly payTemporary workPart timeLocal areaNight shiftWeekend work$21 - $23 per hour
...animals 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.... ...monies and accuracy of the cash register including closing procedures. Observe...Part timeLocal areaFlexible hours$81.5k - $103.5k
...Job Description Job Description GHJ is looking for a Client Accounting and Advisory Services (CAAS) Senior Associate WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future...Local areaWorldwideDay shift- ...and delightful customer experience. Registers sales on assigned cash register, provides... ...fair, friendly, and efficient checkout service. Customer Experience Engages customers... ...1837117BR Title: Customer Service Associate Company Indicator: Walgreens...Hourly payPart timeWork experience placementSeasonal workWork at officeLocal areaFlexible hoursShift workAfternoon shift
- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every... ...Manage sales transactions while working assigned cash register Maintain security of cash and protect company assets Keep...Contract workPart timeLocal area
- ...and delightful customer experience. Registers sales on assigned cash register, provides... ...fair, friendly, and efficient checkout service. In accordance with state and federal... ...BR Title: Pharmacy Customer Service Associate Company Indicator: Walgreens Employment...Hourly payPart timeWork experience placementSeasonal workWork at officeLocal areaImmediate startFlexible hoursShift workAfternoon shift
- ...and delightful customer experience. Registers sales on assigned cash register, provides... ...fair, friendly, and efficient checkout service. Customer Experience Engages customers... ...1800992BR Title: Customer Service Associate - Temporary Company Indicator:...Hourly payTemporary workPart timeWork experience placementSeasonal workWork at officeLocal areaFlexible hoursShift workAfternoon shift
$24 - $32 per hour
...Customer Service Rep - Santa Clara Tennis Center (Part-time) Lifetime Activities is looking for a part-time customer service representative... ...transactions Help customers make court reservations and register for classes Answer phones and provide information on...Part timeWork at officeMonday to FridayShift workWeekend workWeekday work$24 - $26 per hour
...working with a team? Helping people and their pets? If so, our Client Services Team might be the place for you! We are looking for... ...Adobe Animal Hospital joined the National Veterinary Associate community in 2022. NVA is a leading global pet care organization...Hourly payFull timeLocal areaShift workWeekend workDay shift1 day per week- ...Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and federal regulations, assists the...Work experience placementSeasonal workLocal areaImmediate startFlexible hoursShift workAfternoon shift
- ...Client Service Coordinator A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts... ...numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in...Full timePart timeShift workAfternoon shift
$16 - $19 per hour
...Walgreens is seeking Customer Service Associates to assist customers, operate cash registers, and support daily retail store operations. Customer Service Associates are responsible for greeting customers, operating the register, processing cash and card payments, assisting...Hourly payFull timePart timeShift workNight shiftWeekend work$50.03k - $65.27k
...level position focused on enhancing customer relations and increasing sales. Responsibilities include assisting with account openings, service delivery, and executing financial transactions while ensuring compliance with regulations. The ideal candidate will have 1-3 years...Part time$19 - $25 per hour
...Client Service Representative GoodVets Santa Clara - Santa Clara, CA Who We Are: GoodVets is a nationwide network of modern animal hospitals, co-owned with local veterinarians who are passionate about delivering gold-standard care. We sit at the intersection of quality...Local areaFlexible hoursWeekend workAfternoon shift- ...get things done make you the right person for our Customer Service Associate II position. Join our team today and let’s create an inviting... ...environment, you will be fully cross-trained to support the cash register and able to switch to front-end duties as needed. Your day-...Contract workPart timeLocal area
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