Career Occupational Profile for :
Client Service Associate

Client Service Associate is very similar to another occupation for which we have a full profile. Check out our full profile for:
Brokerage Clerks

Overview

Perform clerical duties involving the purchase or sale of securities. Duties include writing orders for stock purchases and sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.

 

 
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18647 Client Service Associate Jobs Found


Client Service Associate Education: Bachelor Degree preferred Job Description A top local wealth management firm is seeking a full-time Client Serv...
Fleishel Financial Associates - DeLand - posted 16 days ago
By joining Eaton Vance, you’ll become part of a company that has one of the best employee retention rates in the financial services industry. We of...
Eaton Vance - MA - Boston - posted 26 days ago
The Client Service Associate will perform a variety of tasks in the support for Financial Advisors located in the Boston, MA Branch. This role will...
Oppenheimer & Co. Inc. - Boston - posted 13 days ago
Client Service Associate Salary: $50,000 + OTE REF: MASGJCSA#SGP Sector: Financial Services Have an interest in the financial sector and looking fo...
Pareto Law - Boston - posted 26 days ago
Growingfinancial planning firm is looking for a client service associate to join ourteam. This entry-level role can develop into a Para-Plannerposi...
Raymond James Financial - Spartanburg, SC - posted 12 days ago
Role Summary: The Client Service Associate is anintegral part of The Center’s wealth management team. This individual will workalongside a team of ...
Center For Financial Planning, Inc. - MI - Southfield - posted 5 days ago
Edelman Financial Services , one of the nation’s largest and most well-known financial planning firms, is seeking a skilled Client Service Associat...
Edelman Financial Services LLC - VA - Fairfax - posted 25 days ago
Edelman Financial Services , one of the nation’s largest and most well-known financial planning firms, is seeking a skilled Client Service Associat...
Edelman Financial Services LLC - MI - Novi - posted 29 days ago
Edelman Financial Services , one of the nation’s largest and most well-known financial planning firms, is seeking a skilled Client Service Associat...
Edelman Financial Services LLC - MD - Bethesda - posted 29 days ago
Edelman Financial Services , one of the nation’s largest and most well-known financial planning firms, is seeking a skilled Client Service Associat...
Edelman Financial Services LLC - CA - Santa Clara - posted 29 days ago

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