Client Service Associate jobs
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REGISTERED CLIENT SERVICE ASSOCIATE (LOS ANGELES,CA)
Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors. Quickly develop knowledge of a variety of forms and account procedures in order to assist clients. Learn t...
| Company | Oppenheimer & Co. Inc. |
|---|---|
| Address | Los Angeles, CA |
| Category | Retail |
| Salary | $55,000 - $65,000 a year |
| Date Posted | 3 weeks ago See detail |
Registered Client Service Associate (Los Angeles,CA)
Oppenheimer & Co. Inc.
Los Angeles, CA
$55,000 - $65,000 a year
Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors. Quickly develop knowledge of a variety of forms and account procedures in order to assist clients. Learn t...
3 weeks ago seen See more...
U.S. Private Bank - Client Service Associate - Analyst
Jpmorgan Chase Bank, N.a.
Tempe, AZ
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 requests. Adhere to and mainta...
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Client Service Associate - Non-Registered
Stifel Financial
West Chester, PA
$43.9K - $55.5K a year
Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...
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Client Service Associate - Registered
Stifel Financial
Florham Park, NJ
$44.2K - $56K a year
Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...
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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...
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Client Service Associate - Private Vista
Hightower Advisors
Oak Brook, IL
$50,000 - $55,000 a year
Efficiently handle address changes, online account access setup, and account information updates. Prepare and dispatch paperwork for account openings, updates, and other miscellaneous requests, including but not limited to, electr...
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Client Service Associate (Pittsburgh, PA)
Edelman Financial
Sewickley, PA
Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork. Provide superior Client Service by handling all incoming client requests and following-through t...
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Client Service Associate - Resource Consulting Group
Hightower
Orlando, FL
Establish, service, monitor, and maintain client investment accounts. Meet client's needs and develop trust by providing excellent service. Prepare brokerage account paperwork for opening new accounts, terminated accounts, and acc...
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- View all Hightower jobs - jobs in Orlando, FL
Client Service Associate, Insurance (Stamford, CT or NYC )
Nfp
Stamford, CT
Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...
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Customer Service Associate New
Walgreens
Gig Harbor, WA
Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...
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Customer Service Associate New
Walgreens
Englewood, CO
Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...
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Nutrition Services Associate New
M Health Fairview
Minneapolis, MN
The position reports to two department managers (Patient Services Manager and Clinical Nutrition Manager). Approximately 36 employees in the Department. This position is not eligible for benefits. Benefits included for positions w...
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Customer Service Associate New
Walgreens
Columbia, SC
Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...
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Customer Service Associate New
Walgreens
Sedalia, MO
Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...
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Customer Service Associate New
Walgreens
West Palm Beach, FL
Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...
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Customer Service Associate New
Walgreens
FAIRLAWN, OH
Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...
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Senior Client Service Associate - Registered
Stifel Financial
New York, NY
$75,000 - $80,700 a year
Maintain existing client relationships through the processing of client requests, resolving client inquiries while ensuring all client information and documentation is up to date. Act as a liaison between the branch and service de...
4 weeks ago seen See more...
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Series 7 Registered Client Service Associate
Hennion & Walsh, Inc.
Parsippany, NJ
$48.5K - $61.4K a year
Provides sales/administrative/operational Client Service support to assist a team of financial advisors. May solicit and provide financial advice in unison with the team. Develop and maintain client relationships. Proactively supp...
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Registered Client Service Associate
Ameriprise Financial
Wayzata, MN
Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and...
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Client Service Associate
Stifel
Fairport, NY
$40,600 - $54,100 a year
Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...
4 weeks ago seen See more...
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Client Service Associate
Mariner Wealth Advisors
Oklahoma City, OK
$47,000 - $78,000 a year
Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary. Maintain client paper files and...
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Senior Registered Client Service Associate
Signature Financial Solutions
Tampa, FL
$40,000 - $60,000 a year
Social Media Knowledge. Knowledge of office management systems and procedures. MS Office - Outlook, Word, Excel, Powerpoint. Outstanding organizational and time management skills. Ability to multitask and prioritize daily workload...
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Registered Client Services Associate II
United Community Bank
Orlando, FL
$33,433 - $48,414 a year
College degree preferred or equivalent work experience Series 7 and 63/66 Licensed Detail oriented and ability to manage multiple priorities Self-Motivated and ability to work independently Can analyze and resolve problems indepen...
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Client Service Associate
Beacon Pointe Advisors Llc
Greensboro, NC
$46,000 - $70,000 a year
Responds to routine client requests via phone, email and/or other contact methods Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly Records client inquires including...
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Client Service Associate (Teller - 40 hours) - Northwest Plaza / Dallas, TX
Amegy Bank
Dallas, TX
$32.8K - $41.5K a year
We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesse...
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Client Services Associate
Meier Law Firm
Newport Beach, CA
Serving as that warm point of contact for all who interact with our firm Pre-screening potential clients and getting them to schedule a planning session with intake Assisting our Client Services Manager with managing the client ex...
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Part Time Floating Client Service Associate (Seasonal - Summer 2024)
Independent Bank Corporation
Brighton, MI
Brighton. Williamston. Assist clients with transaction services and provide solutions in a friendly and efficient manner. Deliver financial solutions to clients utilizing the Independent Bank products and services. Gain an underst...
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Client Service Associate
Jackson Hewitt - 1176
Oakland, CA
Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...
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Client Service Associate
Insight Financial Planning
Crofton, NE
Simple Plan Employer matching contributions up to 3 %. Vacation Available after six months of employment, based on length of employment. Medical/Sick Leave Seven days per calendar year. Bereavement Leave - Schedule based on...
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Senior Client Service Associate
Gemharvest
Stamford, CT
$80,000 - $120,000 a year
Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients. Participate in the growth of a growing, independent RIA by servicing client needs...
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