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REGISTERED CLIENT SERVICES ASSOCIATE

H.S. Diploma or higher education and/or equivalent work experience required. 4+ years in sales/service or similar role required. Series 7 and Series 66 license required. Life and Health Insurance license required. Must be able to...

CompanyCentral Pacific Bank
AddressHonolulu, HI
CategoryRetail
Job typeFull-Time
Date Posted 4 weeks ago See detail

Registered Client Services Associate

Central Pacific Bank

Honolulu, HI

H.S. Diploma or higher education and/or equivalent work experience required. 4+ years in sales/service or similar role required. Series 7 and Series 66 license required. Life and Health Insurance license required. Must be able to...

4 weeks ago seen See more...

Client Service Associate

Bank Of America

Chandler, AZ

$45.6K - $57.7K a year

The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). You will be part of a team of CAs supporting specific advisors and t...

4 weeks ago seen See more...

Registered Client Service Associate

Morgan Stanley

Saint Paul, MN

Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains c...

4 weeks ago seen See more...

Full Time Floating Client Service Associate (Seasonal - Summer 2024)

Independent Bank Corporation

Caseville, MI

Bad Axe. Caseville. Sebewaing. 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...

4 weeks ago seen See more...

Client Service Associate

Boston Wealth Management, Llc

Wayland, MA

We pride ourselves on helping individuals, families, businesses, and nonprofits achieve financial stability and independence.Why Work Here:- Opportunity for Growth: Join a dynamic team where your skills and contributions are value...

a month ago seen See more...

Client Service Associate

Insight Financial Planning

Norfolk, 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...

a month ago seen See more...

Technical Client Services - Associate

Jpmorgan Chase & Co

Orem, UT

Serve as the first point of contact for clients for all Neovest related issues. Communicate with clients, understand their needs, and foster a strong relationship of trust with them. Provide front-line functional and technical sup...

a month ago seen See more...

Client Service Associate

Evolve Talent Partners

Redwood City, CA

Manage general office administration tasks, including supplies management and office space coordination. Professionally and courteously handle incoming phone calls and inquiries. Willingly undertake additional responsibilities to...

a month ago seen See more...

Client Service Associate

Jackson Hewitt

Yakima, WA

Day shift. Night shift. Weekends. Weekdays. Full-time or Part-time. Looking to learn a new career and break into the tax industry? Someone who has gaps in their work history or is looking to boost their skills and resume? Someone...

a month ago seen See more...

Client Service Associate (Consulting Clients, June 2024 Start)

Third Bridge

Dallas, TX

Business driver: understanding excellent client servicing in a highly competitive market and how your work impacts revenue growth. Work with your team to execute strategies for the accounts you are responsible for. Problem solver:...

a month ago seen See more...

Client Service Associate

Jackson Hewitt

Sheridan, WY

Include all health or wellness benefits offered. Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Free tax preparation training and PTIN registration. Free continuing tax education...

a month ago seen See more...

Client Service Associate - Curo Wealth

Kestra Holdings

Reston, VA

Support client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation. Manage client needs regarding processing, service, and problem re...

a month ago seen See more...

Client Service Associate

Mariner Wealth Advisors

Amarillo, TX

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...

a month ago seen See more...

Client Service Associate

Jackson Hewitt

Gallatin, TN

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...

a month ago seen See more...

Client Service Associate

Jackson Hewitt

Laurens, SC

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...

a month ago seen See more...

REMOTE - Client Service Associate

Harbor Compliance

Lancaster, PA

Provide excellent Client Service through deepening client relationships by delivering post-sale support to our clients using a robust knowledge base. Build trust with each client interaction by responding quickly, completely, and...

a month ago seen See more...

Client Service Associate- Oil City, PA- 20-24 Hours Per Week

Cantella & Co.

Oil City, PA

This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. Essential Duties and Responsibilities...

a month ago seen See more...

Client Service Associate- Oil City, PA- 20-24 Hours Per Week

Raymond James Financial, Inc

Oil City, PA

This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. Essential Duties and Responsibilities...

a month ago seen See more...

Wealth Client Service Associate

M&T Bank

Pennsylvania, United States

Service the daily transaction needs of Wealth Clients, including but not limited to, problem resolution, overdrafts, account delinquency, wire transfers, book transfers, and account maintenance to ensure they are addressed in a ti...

a month ago seen See more...

Client Service Associate - Tamarac Trading

Envestnet

Concord, NC

Partner with team members to ensure high quality customer service when responding to client calls & emails within stated SLAs. Provide support and training to clients on how to effectively use Tamarac Trading in their practices, p...

a month ago seen See more...

Client Service Associate**

Morgan Stanley

Glens Falls, NY

$61.4K - $77.7K a year

Client Service Associate**Job Number: 3249434POSTING DATE: Apr 1, 2024PRIMARY LOCATION: Americas-United States of America-New York-Glens FallsJOB: Wealth ManagementEMPLOYMENT TYPE: Full TimeJOB LEVEL: Non-ExemptDESCRIPTIONPOSITION...

a month ago seen See more...

Part Time Floating Client Service Associate (Seasonal - Summer 2024)

Independent Bank Corporation

Williamston, 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...

a month ago seen See more...

Client Service Associate

Ameriprise Financial

Glenview, IL

Schedule client appointments and prepare agendas/ forms for appointments. Maintain client contact management system & generate reports. Conduct client appointment reminder calls and check-in calls on follow up items. Greet and ext...

a month ago seen See more...

Client Service Associate - Private Vista

Hightower

Oak Brook, IL

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...

a month ago seen See more...

Client Service Associate- O'Fallon, IL

Raymond James Financial Incorporated

Illinois, United States

This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effectiv...

a month ago seen See more...

Client Service Associate- Champaign, IL

Cantella & Co.

Champaign, IL

This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. Essential Duties and Responsibilities...

a month ago seen See more...

Client Service Associate

Jackson Hewitt - 3444

Jesup, GA

401(k). 401(k) matching. Employee discounts. 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...

a month ago seen See more...

Client Service Associate

Jackson Hewitt

Jesup, GA

401(k). 401(k) matching. Employee discounts. 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...

a month ago seen See more...

Client Service Associate

Jackson Hewitt - 3444

Brunswick, GA

401(k). 401(k) matching. Employee discounts. 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...

a month ago seen See more...

Client Service Associate

Jackson Hewitt

Brunswick, GA

401(k). 401(k) matching. Employee discounts. 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...

a month ago seen See more...

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What are the top cities open Client Service Associate jobs?

There are open Client Service Associate jobs in several cities including New York, Alpharetta, Snellville, Irvine, San Bernardino, Suwanee, Chicago, Naples, Forest Park, Lawrenceville, Las Vegas, Portland, Phoenix, Austin, San Diego,

What companies are hiring for Client Service Associate jobs?

The top companies hiring now for Client Service Associate jobs are Amegy Bank, Ameriprise Financial, Arena Management, Inc., Beacon Pointe Advisors LLC, Compound, Dogpound Fitness Inc., Edelman Financial Engines, E*TRADE, Fisher Investments, Gemharvest, NFP Corp, Raymond James Financial, Inc., Raymond James Financial, Inc., Raymond James Financial Incorporated, SPS North America, Inc,

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