Client Serving Associate Jobs | Glassdoor
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Client Serving Associate Jobs

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  • 2.3
    Specialized Loan Servicing – Denver, CO
    8 days ago 8d
    evolving needs of our clients. Job Summary Serve as a Subject Matter Expert (SME) to SLS clients in servicing and subservicing… inquiries related to client-specific loans. Perform detailed research in order to respond accurately to client inquiries. Communicate…
  • 3.8
    First Tech Federal Credit Union – Kirkland, WA
    Est. Salary $39k-$56k
    NEW
    and service driven Client Investment Associates who are willing to go the extra mile for our members. We serve the employees of… the ability to use discretion and judgment when working with clients and matters of privacy Utilize technology for maximum efficiency…
  • 2.3
    American Diabetes Association – Arlington, VA
    Est. Salary $59k-$105k
    4 days ago 4d
    delivered and sponsorship results Prepare summary reports for clients Work with Corporate Alliances sales team and markets to… The American Diabetes Association is seeking an experienced project management and fundraising professional to be responsible…
  • 3.1
    ICMA RC – Richmond, VA
    NEW
    opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining ICMA-RC's Client Services… Requisition Number CS010583 Post Date 6/23/2017 Title Client Solutions Associate I City Richmond State VA Description Reach…
  • 4.1
    Hutchinson and Bloodgood – San Diego, CA
    Est. Salary $46k-$53k
    NEW
    located in Mission Valley. Who are these people? “To Serve the Client” is the core philosophy upon which Hutchinson and Bloodgood… Diversity of firm practice areas including many international clients. • Empowered team environment. • Opportunity to: • Make…
  • 3.5
    Wells Fargo – Racine, WI
    NEW
    businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized… support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing…
  • 2.8
    Scottrade – Saint Louis, MO
    4 days ago 4d
    save accounts. Serve as the highest level of escalation that clients can speak to at Scottrade. Escalate client interactions that… coaching and/or discipline to our branch associates and managers. Participate in pro-active client outreach efforts in order to resolve…
  • 2.7
    Ayco – United States
    4 days ago 4d
    opportunity to be part of this unique culture of client service. We invest in our associates, care about professional development, and… Ayco team instructions Serve as key liaison between clients, Ayco teams and Goldman Sachs or Fidelity investment and operations…
  • 3.0
    The Provident Bank – Clinton, NJ
    1 days ago 22hr
    and retention" of client relationships. This individual will provide high-level service to clients while greeting customers… banking services Actively refers clients for commercial business to branch manager Exceed client expectations through active engagement…
  • 3.3
    Signature Bank – New York, NY
    8 days ago 8d
    FINRA/SIPC. Legal ServingsAssociate, Manhattan In this position, you will process legal servings delivered to Signature… information regarding legal servings from various internal and external sources (i.e. Private Client Groups, Attorneys, IRS, FBI…
  • 2.9
    Cetera Financial Group – San Diego, CA
    5 days ago 5d
    The Client Support Associate plays a critical role as a partner to our financial advisors. This position requires a self-motivated… established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their…
  • 3.5
    Wells Fargo – Port Huron, MI
    NEW
    may solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage accounts,… businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized…
  • 2.9
    Bank of America Merchant Services – Dallas, TX
    Est. Salary $46k-$84k
    NEW
    Disabled. The Client Relations Field Manager (CRFM) is a professional level individual contributor on the Client Experience and… highest value Small Business clients. This is a multi-incumbent job reporting to the Small Business Client Relations Field Leader.…
  • 3.8
    Goldman Sachs – Salt Lake City, UT
    1 days ago 20hr
    Displaying a strong ability to influence the PWM Business by serving as a liaison between Anti-Money Laundering Compliance and Sales… being the first line of defense against money laundering? Our Client Due Diligence team is looking for a professional to play a key…
  • Ameriprise – Greenwood, IN
    EASY APPLY
    NEW
    practices in place to help advisors grow their books by serving their clients in a team approach. Top payouts & support. Ameriprise…
  • 3.5
    D.A. Davidson Companies – Encino, CA
    Est. Salary $43k-$74k
    23 days ago 23d
    regulations. Keyword: Branch Operations Manager, Registered ClientAssociate From: D.A. Davidson Companies… oral and written. Follow policies and procedures. Maintain client confidentiality. Communicate in a clear and service oriented…
  • 3.7
    Steinhafels – Oak Creek, WI
    Est. Salary $15k-$19k
    1 days ago 22hr
    translate your vision into a sales presentation that will meet your clients needs and help them build the home of their dreams. The ability… and putting their creativity to work for the customers they serve. This is commissioned position, with no cap on income potential…
  • 3.8
    RBC – Saint Petersburg, FL
    Est. Salary $30k-$44k
    1 days ago 21hr
    Management has an exciting opportunity for a ClientAssociate/Registered ClientAssociate within our St. Petersburg branch supporting… -time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada…
  • 3.5
    Bank of America – State College, PA
    Today 11hr
    convenience of Bank of America. Job Description The ClientAssociate (CA) role is a sales support position, typically providing… for this position. NOTE: In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered…
  • 3.5
    Wells Fargo – Washington, DC
    NEW
    of solutions and services to meet each clients goals. The position of ClientAssociate works directly with a LSG Senior Private… management. Responsibilities include: Serve as a main contact for clients regarding inquiries and requests including wires…
  • 3.8
    RBC – Miami, FL
    Est. Salary $38k-$60k
    1 days ago 21hr
    Manager/Registered ClientAssociate role open at RBC Wealth. The Branch Service Manager and Registered ClientAssociate role have been… -time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada…
  • 4.2
    Keller Williams – Edmond, OK
    EASY APPLY
    Est. Salary $30k-$40k
    15 days ago 15d
    think big, act bold, and live large. We love serving people by helping our clients with one of their most valuable assets - real… will learn how to consistently generate and convert leads into clients, sales, and commissions. While we offer no income guarantees…
  • 2.4
    SIFMA – New York, NY
    1 days ago 1d
    trillion for businesses and municipalities in the U.S., servingclients with over $18.5 trillion in assets and managing more than… than $67 trillion in assets for individual and institutional clients including mutual funds and retirement plans. SIFMA, with offices…
  • 3.6
    First Republic Bank – Los Angeles, CA
    Est. Salary $42k-$60k
    8 days ago 8d
    extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients… distribute various client reports and presentations or assist with client events); may be for current clients or prospects. Research…
  • 3.6
    JPMorgan Chase & Co. – Tampa, FL
    6 days ago 6d
    contributor on the Client Access Transmission Implementations team, the candidate will be responsible for on-boarding clients on the Client… teams and external clients to identify appropriate connectivity protocols and subsequent setup to meet the client's needs. The candidate…
  • Capital City Financial Partners – Columbia, SC
    EASY APPLY
    NEW
    Job Purpose: Serves current clients by obtaining and evaluating client financial situation; developing, recommending, and managing… Provides financial services by serving as a point of contact for our clients; providing information to clients' other advisors, such as…
  • 3.6
    Bayada Home Health Care – North Brunswick, NJ
    Est. Salary $25k-$37k
    Today 5hr
    to hire a Client Services Associate/Scheduling Coordinator to help manage home care services for pediatric clients in Middlesex… employs more than 23,000 field and office professionals who serve their communities in over 20 states from more than 300 offices…
  • 3.0
    State Street Global Advisors – Boston, MA
    Est. Salary $35k-$50k
    30+ days ago 30d+
    Services/COEs, outsource partners, Client Operations, other business units and external clients as needed to ensure seamless processing… challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees…
  • 2.7
    Ayco – United States
    4 days ago 4d
    opportunity to be part of this unique culture of client service. We invest in our associates, care about professional development, and… transactions and service requests; Serve as key liaison to other areas supporting clients, which include operations, marketing…
  • 3.5
    CaterTrax – Rochester, NY
    Est. Salary $31k-$54k
    26 days ago 26d
    Development, the Client Success Manager (CSM) is responsible for serving as the key business contact with partners and clients to deliver… , procedures and programs that best optimize the client experience. -Serves as the face of CaterTrax and single point of contact…
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