This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highl...

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...

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 Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. Client Servic...

This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highl...

Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research ...

Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research ...

Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research ...

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 bankin...

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...

This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highl...

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...

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, inves...

Registered Client Service Associates - Bilingual Spanish/English (CSAs) help shape the future of service by modernizing the client. Identify and assist with Firm services and solutions that support cl...

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships throug...

D Aceto Services LLC is seeking a motivated and customer-focused Client Service Associate to join our remote team. In this role, you will be the primary point of contact for our clients, ensuring they...

Assist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documents. Document client interactions via Redtail CRM, follow ...

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...

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 ...

Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer ...