Client Associate jobs in Brentwood, TN
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CLIENT SERVICE ASSOCIATE
Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.). Collect appropriate documentation to set up new accounts and services. Leverage var...
| Company | Newedge Capital Group Llc |
|---|---|
| Address | Franklin, TN |
| Category | Retail |
| Salary | $42.9K - $54.3K a year |
| Job type | Full-time |
| Date Posted | 3 weeks ago See detail |
Client Service Associate
Newedge Capital Group Llc
Franklin, TN
$42.9K - $54.3K a year
Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.). Collect appropriate documentation to set up new accounts and services. Leverage var...
3 weeks ago seen See more...
Registered Client Service Associate
Morgan Stanley
Franklin, TN
$58.5K - $74K a year
Registered Client Service AssociateJob Number: 3247350POSTING DATE: Mar 11, 2024PRIMARY LOCATION: Americas-United States of America-Tennessee-FranklinJOB: Wealth ManagementEMPLOYMENT TYPE: Full TimeJOB LEVEL: Non-ExemptDESCRIPTION...
4 weeks ago seen See more...
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Client Services Associate
The Pacific Financial Group
Antioch, TN
$39.5K - $50K a year
Setup new accounts in CRM and portfolio accounting system. Setup new rep records in CRM and portfolio accounting system. Assist clients with transactions and requests. Submit necessary documents to custodians via email, fax and ma...
2 months ago seen See more...
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