- Neuberger Berman (Dallas, TX)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under ... management. The Client Associate enhances the client ...Act as a liaison between Wealth Advisors, Portfolio Managers, Operations , and clients. + Initiate new account opening process… more
- DA Davidson Companies (Roseville, CA)
- …Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Registered Client Associate to join our Roseville, CA branch. In this ... receive other benefits and privileges of employment. Please contact us to request accommodation. Keyword: Registered Client Associate From: DA Davidson Companies more
- Dow Jones (New York, NY)
- …Corp (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV). **About the Role** In this role, the Client Associate is a key team player, partnering to sell integrated media ... and today has one of the world's largest news-gathering operations globally. It is home to leading publications and...to large Financial Services clients. This position supports designated Client Partners/ Associate Client Partners to… more
- DA Davidson Companies (Salt Lake City, UT)
- …receive other benefits and privileges of employment. Please contact us to request accommodation. Keyword: Registered Client Associate From: DA Davidson Companies ... to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity...period of time.* Knowledge of the securities industry, its operations , and products to include stocks, bonds, mutual funds,… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... existing clients only. + Collaborate with both front office and operation teams to complete client and business related requests. + Receives orders from clients… more
- Kestra Financial (Raleigh, NC)
- …our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep the office running smoothly and ensures that ... Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in...services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited… more
- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will be based ... may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary...also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The... of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary point of contact for all deposit account service-related needs of a JP Morgan Advisor's client . This role is ... responsible for establishing, maintaining and building client relationships. The Client Service ...operations teams to deliver a seamless and integrated client experience across all deposit products. **Job Responsibilities:** +… more
- JPMorgan Chase (Plano, TX)
- The Client Service Associate is the primary point of contact for all deposit account service-related needs of a JP Morgan Advisor's client . This role is ... responsible for establishing, maintaining, and building client relationships. The Client Service ...operations teams to deliver a seamless and integrated client experience across all deposit products. **Job responsibilities:** +… more