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- ...Senior Client Service Associate Jennifer Fukumae with Robert Half is partnering with a privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area's most successful...SeniorWork at office
California Staffing Service
San Francisco, CA15 hours ago $90k - $115k
...Client: Financial Services Organization Role: Client Services Associate Salary: $90,000-$115,000 annually + Benefits Location: Sausalito, CA 94965 Job... ...within the financial services industry for the senior title ~ Excellent communication and interpersonal...SeniorWork at officeLocal areaVaco Recruiter Services
Sausalito, CA2 days ago$47k - $78k
...is a privately held national financial services firm equipped with the experience to meet... ...spent creating unified wealth plans with clients. By opening more windows of wealth, we... ...learning opportunities through client service associate meetings and internal resources made...SeniorFull timeInternshipMariner Holdings
Walnut Creek, CA3 days ago$71.87k - $114.8k
...Account Officer Senior This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate Banking Divisions. They are the... ...most effective combinations of products and services for their individual situation. Actively engages...SeniorImmediate startLos Angeles Staffing
Los Angeles, CA3 days ago- ...Raymond James Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated...SeniorWork at office
San Jose Staffing
San Jose, CA3 days ago - ...Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...SeniorWork at office
Raymond James Financial Services
Raleigh, NC7 hours ago - ...Our Boston, Massachusetts office is looking for a **Sr.** **Client Service Associate** to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account...SeniorTemporary workWork at officeFlexible hours
Wealth Enhancement Group
Boston, MA7 hours ago - ...Senior Registered Client Service Associate Join to apply for the Senior Registered Client Service Associate role at Morgan Stanley Responsibilities Senior Registered Client Service Associates provide exceptional service to our clients and support Financial...SeniorWork at officeLocal area
Morgan Stanley
Walnut Creek, CA3 days ago - ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Registered CSA assists with the development and growth...SeniorWork at officeLocal area
Morgan Stanley
El Segundo, CA7 hours ago - ...Senior Registered Client Service Associate- Coral Gables, FL 4 days ago Be among the first 25 applicants Job Summary Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates...SeniorWork experience placementWork at office
Raymond James
Coral Gables, FL3 days ago $35k - $75k
...POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...SeniorTemporary workWork at officeLocal areaPowerToFly
San Francisco, CA2 days ago- ...Client Service Senior Associate Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with...SeniorTemporary work
- ...s mission to go Beyond Venture. Purpose-built to support clients from their earliest days throughout their entire journey,... ...both personally and professionally. The Role: The Senior Client Service Associate (Sr. CSA) is a key member of the GC wealth management...SeniorWork at office
General Catalyst Partners
San Francisco, CA3 days ago $90k - $115k
...Client: Financial Services Organization Role: Client Services Associate Salary: $90,000-$115,000 annually Benefits Location: Sausalito, CA 94965 Job... ...within the financial services industry for the senior title ~ Excellent communication and interpersonal...SeniorWork at officeLocal areaVaco
Sausalito, CA7 hours ago- ...Client Service Associate Lead J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one...SeniorWork at office
Chase
Skokie, IL1 day ago - ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...SeniorWork at office
- ...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients....SeniorFlexible hours
- ...About OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers... ...nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting... ...-first culture. Overview: As a Senior Associate at OASIS, you’ll manage daily accounting...Senior
Oasis
Clifton Park, NY3 days ago $75.1k - $123k
...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients....SeniorFlexible hours- ...Location: Bismarck, ND Work Arrangement: In-office A Day in the Life A typical day in the life as a Client Accounting Services Senior Associate in Bismarck, ND might include the following: Works on a team to provide accounting services for clients from...SeniorWork at officeLocal areaVisa sponsorship
Eide Bailly
Bismarck, ND3 days ago $71.3k - $107k
...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients....SeniorFlexible hours- ...Senior Client Associate Wealth Management A highly respected multi-family office is seeking a Senior Client Associate to join its San Francisco... ...serves ultra-high-net-worth clients with a full suite of services including investment management, financial planning,...SeniorWork at officeFlexible hours
San Francisco Staffing
San Francisco, CA1 day ago - ...Client Service Associate Sr At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture...SeniorFull timeTemporary workWork experience placementWork at officeRemote work
Phoenix Staffing Services
Phoenix, AZ3 days ago $54 - $65 per hour
Answers client requests and completes transactions to resolve client needs. May handle... .... As a Client Representative, Senior Associate within our Brokerage & Investments Center... ...to grow their expertise in financial services. If you have a passion for serving others...SeniorWork at officeRemote workMonday to FridayVanguard
Charlotte, NC2 days ago$84k - $92k
...this role, you will: Serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance... ...with Relationship Managers. Deliver high-quality, efficient service while anticipating client needs and offering proactive...SeniorHourly payWork experience placement- ...Senior Client Service Associate If you're interested in building your career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate on one of our largest teams, you will learn the Registered...SeniorWork at officeWork from home
$63.5k
Job Details Description Summary : Dime Community Bank (Dime) is currently hiring for a Senior Client Service Associate at its Staten Island Private Banking Office. The Senior Client Service Associate is responsible for opening, closing, selling, and servicing all...SeniorCurrently hiringWork at officeFlexible hoursDime Community Bank
Staten Island, NY18 days ago$71.87k - $114.8k
Overview: ACCOUNT OFFICER SENIOR WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate Banking... ...effective combinations of products and services for their individual situation....SeniorFull timeImmediate startRemote work- ...Job Description The Client Service Associate is the primary point of contact for all deposit account service-related needs of a J.P. Morgan Advisor’s client. This role is responsible for establish maintaining, and building client relationships. The Client Service...SeniorWork at office
- ...Job Description The Client Service Associate is the primary point of contact for all deposit account service-related needs of a J.P. Morgan Advisor’s client. This role is responsible for establish maintaining, and building client relationships. The Client Service...SeniorWork at office
