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T. Rowe Price Associates, Inc.

San Francisco, California

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Picton Mahoney Asset Management

Ontario, Canada

Picton Mahoney Asset Management

Toronto, Canada

Oxford Knight

London, United Kingdom

eFinancialCareers

Manama, Bahrain

HFG

London, United Kingdom

Alexander Ash Consulting

London, United Kingdom

Goodman Masson

London, United Kingdom

Deutsche Bank

New York,

PER, Private Equity Recruitment

London, United Kingdom

Oxford Knight

London, United Kingdom

Morgan McKinley

London, United Kingdom

Selby Jennings

Austin,

Selby Jennings

London, United Kingdom

Oxford Knight

London, United Kingdom

Goodman Masson

London, United Kingdom

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Client Service Associate
Job Description The Client Service Associate (CSA) is an integral part of the employee advisor or branch support; responsible for utilizing the client relationship model & turnkey tools to assist the advisor in building efficiencies, growing of their practice & in servicing clients by gathering & analyzing client data, helping prepare financial plans, working with clients to process transactions & trades & other practice management tasks as needed. Provide general administrative/reception/operations support as needed in the branch. Responsibilities Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the adv


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