CLIENT SERVICE ASSOCIATE - REGISTERED
Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered, Associate, Financial Advisor, Service, Branch Manager, Retail
Brokerage Registered Client Service Associate
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 and return calls, manage the expense report process, prepare routine client correspondence and perfo...
Registered Client Service Associate (Bilingual English/Spanish)
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 Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Registered Client Servic...
Private Wealth Management Registered Client Service Associate
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through activemunication with clients, processing client requests, resolving inquiries, providing guidance and making sure key informati...
Tax Senior Associate [Private Client Services]
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. The Tax Senior Associate in our Private Client Services team is expected to have high technical knowledge in review of individual 1040 returns, fiduciary 1041 returns, 709,...
Client Services Associate
The Goals Are Simple: every consumer must benefit from the promotions, every client must benefit from the services provided and every representative must benefit from the training and team spirit of the company! Responsibilities of our Client Service Associate: Creating and maintaining client accoun...
Senior Client Service Associate
We are committed to delivering high-quality, high-touch experiences to clients so that clients know that they are receiving the firm’s utmost attention. Our mission is to provide world class service to our family of clients while growing together as a team. Sound appealing? We are building a t...
Associate Client Service & Product Support Specialist - Amendments - Urgently Hiring!
Associate Client Service & Product Support Specialist -- Tax. In this role, you will provide consistent, high-quality tax service to ADP clients. In addition to tax deposits and filing, you will serve as ADP's front-line for solving clients' challenges, including issue resolution, answering question...
Private Client Services Associate
The Private Client Services Associate provides superior service levels to their assigned portfolio of high-net-worth customers to strengthen customer loyalty and increase retention. Private Client Services Associate. Provide day-to-day personalized customer service under quality standards defined by...
E-Commerce Trading Client Services Specialist - Associate
Deutsche Bank’s (‘DB’) eCommerce Client Services team (‘eCS’) are recruiting for electronic trading client support for the Autobahn Trading franchise. E-Commerce Trading Client Services Specialist. CS support a global client customer base using the multi award winning Autobahn franchise and operate ...
Senior Associate, Client Service
We’re seeking a talented Senior Associate, Client Service to join our Client Services team. Senior Associate, Client Services. Provides individuals at assigned clients information related to BNY Mellons products and services representing an array of lines of business and geographies and leverages an...