The Client Service Associate’s main responsibility is to interact with consumers directly and assist them in choosing the appropriate products and services needed for their daily lives while mai...

The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net wort...

Strong client service mind-frame. Commitment to, and demonstrated history of, providing the best service levels to clients as well as to internal constituents. The successful candidate will work as pa...

The Client Service Associate position is responsible for completing a variety of tasks that supports the Registered Representative in meeting all regulatory, compliance, record-keeping and transaction...

Client Service Associate Requirements:. We are hiring a client service associate to manage customer queries and complaints. Providing feedback on the efficiency of the customer service process.

As the Private Client Service Associate, you are responsible for serving as a point of client contact by managing client inquiries via email inbox and telephone calls. Delivers impeccable client servi...

This Senior Client Service Associate role incorporates both Client Service and Operations functions. Meet regularly with Associate Wealth Advisors and Advisors to prioritize workload, provide timely u...

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 ...

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...

Demonstrated outstanding client service and interpersonal skills. Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team envir...

This is a critical position within our team, responsible for driving the team culture of exceptional service as well as delivering extraordinary support to clients, external partners, and internal adv...

Provide daily client service, including but not limited to, investing deposits, calculating withdrawals, handling cashiering needs, facilitating tax trading, charitable gifting, required minimum distr...

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with cl...

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. Registered Client Serv...

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. Registered Client Serv...

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. Registered Client Serv...

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 ...

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 ...

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 ...

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Identify and assist with Firm services and solutions that support clients' needs including banki...