- Wells Fargo (Miami, FL)
- …this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- Wells Fargo (Ann Arbor, MI)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... via telephone, direct interaction and/or written correspondence + Facilitate FA and client requests for account related information and/or quotes + Schedule and… more
- Coldstream Wealth Management (Mercer Island, WA)
- …reliability (the team's hours are 8 AM to 5 PM, Monday through Friday) Keyword: Senior Client Service Associate From: Coldstream Wealth Management ... Job Descriptions: Are you looking for a wealth management firm that values innovation, client ...to advance your career in financial services! As a Client Service Associate on one of our… more
- Morgan Stanley (Seattle, WA)
- …**Job:** **Wealth Management * **Title:** *Private Wealth Management Senior Registered Client Service Associate * **Location:** *Washington-Seattle* ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs)...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Capital One (Richmond, VA)
- West Creek 7 (12077), United States of America, Richmond, Virginia Senior Associate , Client Services Are you looking for a challenging role that includes the ... join the team. We are currently searching for a Senior Associate , Client Service. **Job...target turnaround times and quality levels; bring awareness to management any constraints or concerns + Keep internal and… more
- AON (Chicago, IL)
- …client ad-hoc requests and questions within ability/knowledge. + Assist with the management of client relationships to provide superior customer service. + ... client ad-hoc requests and questions within ability/knowledge. + Assist with the management of client relationships to provide superior customer service. +… more
- CIBC (Chicago, IL)
- …custodial services for high-net-worth individuals, their families, foundations and/or endowments. The Senior Client Service Associate executes the more ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed**...+ Experience in personal tax, financial planning or investment management + Strong client service commitment +… more
- Morgan Stanley (West Palm Beach, FL)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management * **Title:** * Senior Registered Client Service Associate **Location:** ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs)...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Capital One (Mclean, VA)
- Center 1 (19052), United States of America, McLean, Virginia Senior Associate - Client Development Capital One Shopping is looking for a Senior ... + At least 1 year of experience in a strategic client facing sales or account management role **Preferred Qualifications:** + 2+ years of affiliate, enterprise… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Description** **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's Council, ... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated,...and industry regulations. * Trading terminology. **Skill in** * Client Relationship Management (CRM) software, or similar… more