Registered Client Service Associate
1 month ago
Client Services and Advisory
An RIA client is seeking a Service Advisor for their firm in the St. Peters, MO area. The role is part Client Services and part Advisory.
Series 7 and 65 (or 66) is required
- Collaborate with Financial Advisors and other team members
- Perform service requests from FA's, as well as normal client service duties including, but not limited to: onboarding, client pre-meetings, reports, trades and client requests
- Perform basic client advisory
Licensing required along with 3 years min experience
-
Registered Client Service Associate
1 month ago
St. Petersburg, United States Raymond James Financial, Inc. Full time**Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
-
Registered Client Service Associate
2 days ago
St. Petersburg, United States Raymond James Financial, Inc. Full time**Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
-
Registered Client Service Associate
2 weeks ago
St Petersburg, United States Raymond James Financial Services Full timeDescription Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...
-
Registered Client Service Associate
2 weeks ago
St Petersburg, United States Raymond James Financial Services Full timeDescription Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...
-
Client Service and Advisory
3 weeks ago
St Peters, United States Global Recruiters of Mid-Cities (GRN) Full timeClient Services and AdvisoryAn RIA client is seeking a Service Advisor for their firm in the St. Peters, MO area. The role is part Client Services and part Advisory.Series 7 and 65 (or 66) is requiredCollaborate with Financial Advisors and other team membersPerform service requests from FA's, as well as normal client service duties including, but not limited...
-
Client Associate/Registered Client Associate
2 weeks ago
St Cloud, United States Royal Bank of Canada Full timeJob Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...
-
Client Service Associate
1 month ago
St Petersburg, United States Raymond James Financial Services Full timeCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver Client Service, Financial Advisor, Associate, Client Relations, Relationship, Customer Service, Retail
-
Client Services Associate
2 days ago
St Louis, United States St. Andrews Seniors Solutions Full timeHome Care Client Services Associate Please ensure you read the below overview and requirements for this employment opportunity completely. St. Andrew's Senior Solutions is seeking an energetic Client Services Associate to join our growing Team. This exciting position is responsible for supporting all areas of our business and the spectrum of services we...
-
Registered Client Associate
2 months ago
St. Petersburg, United States Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...
-
Registered Client Associate
2 days ago
St. Petersburg, United States Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...
-
Client Service Associate
2 weeks ago
St. Petersburg, United States Raymond James Financial, Inc. Full time**Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...
-
Client Service Associate
2 days ago
St. Petersburg, United States Raymond James Financial, Inc. Full time**Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...
-
Sr Client Service Associate
1 week ago
St Louis, United States FirstBank Full timePosition Details Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department. What You Will Be Doing Providing sale/clerical/ administrative support including filing of customer...
-
Sr Client Service Associate
2 weeks ago
St Louis, United States FirstBank Full timePosition Details Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department. What You Will Be Doing Providing sale/clerical/ administrative support including filing of customer...
-
Sr Client Service Associate
2 days ago
St Louis, United States FirstBank Full timePosition Details Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department. What You Will Be Doing Providing sale/clerical/ administrative support including filing of customer...
-
Customer service representative dispatcher
2 weeks ago
St. Peters, United States Mid America Service Full timeGet your evenings, weekends and holiday back! Mid America Service is a busy Appliance Service company looking for "happy" and professional customer service/dispatching reps. in St. Peters, Missouri that are interested in working Monday through Friday, 8 a.m. to 5 p.m. and "NEVER" nights, weekends or holidays...ever!(Positions available immediately.) Job...
-
Customer service representative dispatcher
2 days ago
St. Peters, United States Mid America Service Full timeGet your evenings, weekends and holiday back! Mid America Service is a busy Appliance Service company looking for "happy" and professional customer service/dispatching reps. in St. Peters, Missouri that are interested in working Monday through Friday, 8 a.m. to 5 p.m. and "NEVER" nights, weekends or holidays...ever!(Positions available immediately.) Job...
-
Sr Client Service Associate
2 weeks ago
St. Louis, United States first-bank Full timePosition Details Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department. What You Will Be Doing Providing clerical assistance including filing of customer...
-
Sr Client Service Associate
2 days ago
St. Louis, United States first-bank Full timePosition Details Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department. What You Will Be Doing Providing clerical assistance including filing of customer...
-
Client Service Associate- St. Louis, MO
16 hours ago
St Louis, United States Raymond James Financial Services Full timeCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver Client Service, Financial Advisor, Associate, Client Relations, Relationship, Customer Service, Retail