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- ...Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team in Boston, MA. We specialize in delivering sophisticated investment management and comprehensive financial planning solutions...SeniorFull time
Ashton Thomas Private Wealth
Boston, MA8 hours ago $64.7k - $120.4k
...Client Service Associate The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements...SeniorMinimum wageMercer France
New York, NY13 days ago- ...Job Description Job Description Job Description: Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: Organized, detail oriented and ability to multi-task Strong verbal...SeniorWork at office
GRYPHON FINANCIAL PARTNERS LLC
Columbus, OH1 day ago - ...DESCRIPTION Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to... ...our complex treasury and cash management products and services. As a Client Service Senior Associate within the Commercial Bank, you will resolve client...SeniorWork experience placementWork at office
J.P. Morgan
Tempe, AZ2 days ago - ...Senior Client Service Associate Lead with purpose. Partner with impact. The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent...Senior
Kestra Holdings
Dallas, TX4 days ago - ...Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate in our Campbell, CA office. The Senior Client Service Associate will join a highly talented team of wealth management and client service...SeniorWork at office
Beacon Pointe Advisors
Campbell, CA1 day ago - ...Senior Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools...SeniorWork experience placementWork at officeLocal areaShift work
Arthur J. Gallagher & Co.
Rolling Meadows, IL5 days ago - ...Senior Client Service Associate Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity...SeniorWork at officeImmediate startVisa sponsorship
Westwood Holdings Group
Houston, TX5 days ago $90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens...SeniorTemporary workWork at officeFlexible hoursVodia Ventures
Bellevue, WA1 day ago$80k - $111k
...Senior Client Service Associate The Senior Client Service Associate will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative...SeniorInternshipFlexible hoursStifel Financial
San Francisco, CA7 days ago$51.45k - $84k
...passion for enriching the lives of our clients. We continually seek to perfect our... ...plans and investment management services to over 90,000 households from our over... ...Iselin, NJ office is hiring a Senior Client Service Associate . This role serves as the liaison between...SeniorFull timeTemporary workWork at officeFlexible hours3 days per weekWealth Enhancement Group
Iselin, NJ3 days ago$63.75k - $106.25k
...where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Client Service Associate within PNC's Private Bank organization, you will be based in Cleveland, OH. PNC is an in-office company that fosters a...SeniorFull timeTemporary workPart timeWork experience placementWork at officePNC
Cleveland, OH4 days ago- ...DESCRIPTION Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to... ...our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client...SeniorWork experience placementWork at office
J.P. Morgan
Irvine, CA4 days ago - We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and the operational “COO of the team.” This is a high-impact role for a seasoned professional who excels at client service, workflow...SeniorWork at office
- ...Responsibilities Receive inbound client phone calls and emails,... ...with clients. Process account service requests and ensure... ...mentoring and training of client associates. Qualifications Bachelor's... ...collaborative interpersonal skills Seniority level Associate Employment...SeniorFull timeWork at office
- ...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
Chase
Miami, FL1 day ago $83k - $120k
...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 related needs of a Private Banking...SeniorWork at officeJPMorgan Chase Bank, N.A.
Houston, TX2 days ago$18 - $18.5 per hour
We are seeking a reliable and detail-oriented Client Service Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining inventory for office and pantry supplies, while providing support to ensure...Full timeTemporary workWork at officeImmediate startShift work$35.12k - $90k
POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...Full timeTemporary workWork at officeLocal area$16.54 - $22.67 per hour
...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping... ...transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional...Hourly payFull timeLocal area$60k - $80k
...Ameriprise Financial, we’re not just in the business of helping clients with their financial goals - we also help our advisors and... ...Role We are seeking a highly organized, client-focused Client Service Associate (CSA) / Team Lead to join our growing wealth management...Full timePart timeWork at office$90k - $120k
...Job Description Job Description Job Description: We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands-on portfolio management with team leadership, ensuring accurate execution...SeniorWork at office$50k - $75k
...Job Description Job Description Salary Range:$50,000.00 To $75,000.00 Annually JOB DESCRIPTION JOB TITLE: Sr. Client Service Associate EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead...SeniorImmediate start- ...Description Job Description Providing exceptional service to our clients starts with investing in exceptional people! If you... ...we work hard, and we are nice to each other. The Senior Client Service Associate Role The Client Service Associate performs operational...SeniorWork at officeWork from homeMonday to Friday
- ...Insurance portfolios. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service to... ...in a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client...SeniorWeekend workAfternoon shift
- ...Identifies complaints, investigates and responds to client requests by email and written response. Completes transactions to resolve... ...client inquiries are resolved and communicated within defined service levels. Ensures all communications are within regulatory guidelines...SeniorWork experience placementVisa sponsorship
Vanguard
Scottsdale, AZ2 days ago - ...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...SeniorFull timeWork at officeLocal area
- ...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...SeniorWork experience placementWork at office
- ...At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re... ...Gallagher. Overview At Gallagher, we’re looking for a Senior Client Service Associate to join our Commercial team. In this role, you’ll help...SeniorFull timeWork experience placementLive outWork at officeLocal areaFlexible hoursShift work
$53.74k - $88.29k
...Description At WSFS Bank, we empower our Associates to grow their careers, guide our... ..., and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose. The Senior Client Service Associate will be responsible for...SeniorFull timeWork at officeFlexible hours
