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SENIOR CLIENT SERVICE ASSOCIATE - REGISTERED

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...

CompanyStifel Financial
AddressNew York, NY
CategoryEducation/Training
Salary$75,000 - $80,700 a year
Job typeFull-time
Date Posted 2 months ago See detail

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

Senior Client Service Associate

Linscomb & Williams Inc

Houston, TX

$70.1K - $88.7K a year

Bachelors or better...

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Marketing Coordinator/Client Service Associate

Conscious Capital Llc

Bluffton, SC

$40,000 - $50,000 a year

Schedule and manage meetings for clients and prospects. Manage client information, tasks, and reminders within CRM systems. Handle client check deposits and process various account transactions. Coordinate with the home office com...

2 months ago seen See more...

Client Service Associate

Sequoia Financial Group

Hilton Head Island, SC

Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our cl...

2 months ago seen See more...

Client Service Associate (Part-Time)

Dogpound

West Hollywood, CA

$35.4K - $44.8K a year

401(k). Employee discount. Opportunities for advancement. 4 hour shift. Monday to Friday. Weekends as needed....

2 months ago seen See more...

Registered Client Service Associate - NYC

Citi

New York, NY

$78,320 - $109,280 a year

Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citig...

2 months ago seen See more...

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...

2 months 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...

2 months 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...

2 months 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...

2 months 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...

2 months 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...

2 months 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...

2 months 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...

2 months 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...

2 months 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:...

2 months 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...

2 months ago seen See more...

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