727 results for Client Service Associate Jobs

Company Overview:At Composition Wealth, we are a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness. We are seeking a skilled and detail-oriented Sen...

Position SummaryClient Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a clien...

Job DescriptionEssential Duties and Responsibilities Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings....

Job DescriptionWe are immediately hiring a Client Service Associate to work on our newest project working with a premier technological giant that has created The Future of Home Internet. These brand-new products are being released in the surrounding San Jose area, and our team is tasked to bring the...

Job DescriptionThe Private Markets (also known as Alternative Investments) Operations Associate - Client Service will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will be dedicated to quality control via ...

Meriwest Wealth AdvisorsPosition SummaryThis position provides support to our investment representatives in the areas of administration, business processing, client services and office marketing initiatives.Essential Duties And Responsibilities Assemble, organize, coordinate, and maintain all client...

202502592 Tempe, Arizona, United States Irvine, California, United States San Francisco, California, United States Denver, Colorado, United States Dallas, Texas, United States Houston, Texas, United States Seattle, Washington, United States Show More Show Less Full time Closing on: Jul 31 20...

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.Let’s talk about how you can find your place here at Stifel, where...

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.Let’s talk about how you can find your place here at Stifel, where...

Hilltop Securities Inc., a member of the FINRA and SIPC, is a wholly owned subsidiary of Hilltop Holdings. Hilltop Securities Independent Network (HTIN) is a brokerage firm, which provides a home for independent representatives. We offer and support a broad range of customer services, including self...