- Kestra Financial (Raleigh, NC)
- Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients ... goals and work toward creating the life they envision. Who We Want: The client service associate plays a critical role in the back-office functioning of our… more
- Morgan Stanley (Tampa, FL)
- …so, the Morgan Stanley Virtual Client Solutions team is seeking a *Registered Client Service Associate *in our *Tampa, FL* office* *to help effectively ... and gain your Series 7 and 66 licenses. *Position Overview*: As a*Registered Client Service Associate *, you will provide industry leading service to… more
- Morgan Stanley (South Jordan, UT)
- …organization? The Morgan Stanley Virtual Client Solutions team is seeking a * Client Service Associate *in our *Sandy, UT*location* *to help provide ... and existing clients and Financial Advisor teams. *Position Overview*: The * Client Service Associate * is responsible for understanding firm policies,… more
- Randstad US (Jacksonville, FL)
- client service associate . + jacksonville , florida + posted 8 days ago **job details** summary + $45,000 - $55,000 per year + permanent + associate ... referenceAB_4606832 job details A top wealth management practice is seeking a FT Client Service Associate to assist our team with providing concierge level … 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 ... basis. Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of contact for… more
- Morgan Stanley (Boston, MA)
- ** Morgan Stanley's Wealth Management Field is currently hiring for a phenomenal opportunity as a CLIENT SERVICE ASSOCIATE in BOSTON, MA to join one of our ... the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through… more
- HUB International (Austin, TX)
- The client service associate is a critical part of the HUB Investment Partners (HIP) team, responsible for delivering extraordinary client service , ... As one of the first associates a client connects with, the client service associate is instrumental in making sure clients have a positive experience… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Stable client within the finance industry is looking to staff a tech savvy Client Service Associate who can assist with supporting marketing and business ... company's ERP system, processing purchase orders, and monitoring inventory. The ideal Client Service Associate will also develop business plans to assist in… more
- Morgan Stanley (Middleton, MA)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *Massachusetts-Middleton*… more
- Morgan Stanley (Garden City, NY)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *New York-Garden… more