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Client Service Associate - NR
Stifel - Mequon, WI
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer ...
Registered Client Service Associate
Stifel - Garden City, NY
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertise...
Client Service Associate - Registered
Stifel - Houston, TX
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertise...
Registered Client Service Associate
Stifel - Frontenac, MO
The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall c...
DIRECTOR FINANCE AND ACCOUNTING
Kelly Services - New York, NY
Director of Finance and Accounting Location: New York City, NY – hybrid work schedule Kelly Services – resumes to chrc511@kellyservices.com Salary: $140,000 – $160,000 base plus substantial bonus Kelly Services is conducting search for a Director Finance and Accounting on behalf of a privately held, global organization. This ro...
Registered Client Service Associate
Stifel - Bethel Park, PA
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertise...
Preferred Banking RM ll
City National Bank - Los Angeles, CA
PREFERRED BANKING RM II Los Angeles, CA WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and employees of Commercial and/or Specialty Banking Corporate Relationships through collaborative partnership with Commercial and/or Specialty Banking Relationship Manag...
Premier Mortgage Client Serv Escalation Manager
City National Bank - Charlotte, NC
PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most resp...
Premier Mortgage Client Serv Escalation Manager
City National Bank - Jacksonville, FL
PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most resp...
Premier Mortgage Client Servicing Escalation Manager
City National Bank - Los Angeles, CA
PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most resp...
Premier Mortgage Client Servicing Escalation Manager
City National Bank - Charlotte, NC
PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most resp...
Premier Mortgage Client Servicing Escalation Manager
City National Bank - FL
PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most resp...
Premier Mortgage Client Serv Escalation Manager
City National Bank - Los Angeles, CA
PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most resp...
Premier Mortgage Client Servicing Escalation Manager
City National Bank - Los Angeles, CA
PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most resp...
