- Morgan Stanley (Wellesley, MA)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate - Mandarin/ English Bilingual **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (Miami, FL)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management Client Service Associate -Bilingual:Spanish / English * ... experience through an elevated standard of care. The Client Service Associate assists with...(or 63 and 65 _*Knowledge/Skills*_ _**_ * Bilingual Spanish/ English * Strong computer skills and knowledge of Microsoft… more
- Morgan Stanley (Miami, FL)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate - Bilingual: Spanish/ English * **Location:** ... *POSITION SUMMARY* Client Service Associates provide exceptional ...of theFA/PWA *EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:* * Bilingual: Spanish/ English * High School Diploma/Equivalency * College degree preferred… more
- Morgan Stanley (Miami, FL)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate - Bilingual Portuguese/ English , Spanish/ English ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Morgan Stanley (Tucson, AZ)
- …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate Bi-Lingual, English -Spanish* **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Citigroup (Miami, FL)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Truist (Houston, TX)
- …won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please ... business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Zions Bancorporation (Houston, TX)
- …currently seeking a dynamic and customer-focused individual to join our team as a Part-time Client Service Associate (Teller) to service our clients and ... security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service ...sales or a related field. + Bilingual proficiency in English and Spanish languages, is preferred. + Prior experience… more
- Morgan Stanley (Pasadena, CA)
- …* Coordinates enrollment campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates and develops ... across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more