As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Recruiting experts: you will spend a significant part of your day speaking on the...

Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropr...

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good ...

Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. The Client Services Associate provides exceptional office an...

As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Taking ownership of every aspect of your projects, from initiating and managing c...

Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. The Client Services Associate provides exceptional office an...

The group consists of 28 investment professionals located in New York City and services over 300 clients globally with over $22 billion in client assets. Work directly with clients in all aspects of c...

Other responsibilities as assigned by the Senior Client Service Associate. The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. The...

Client Service Associate (Financial Services). Are you ready to embark on a fulfilling career journey with a company that values teamwork, growth, and unparalleled client service? Look no further! At ...

As an Associate on the Client Service team you will focus on making the right connections between our clients and Advisors across numerous industries. The Client Service team is the backbone of Guidep...

Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropr...

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good ...

Client Service Associate (Financial Services). Join our dynamic client service team and become an integral part of our mission to provide the highest level of advice and support to our valued clients....

As an Associate on the Client Service team you will focus on making the right connections between our clients and Advisors across numerous industries. After you master these core skills of recruiting ...

The group consists of 28 investment professionals located in New York City and services over 300 clients globally with over $22 billion in client assets. Partner with teammates to provide exceptional ...

Other responsibilities as assigned by the Senior Client Service Associate. The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. Thi...

If you are a Client Service Associate or Paraplanner with experience in financial planning, who wants to work in a friendly, fast-paced financial services firm where you can make an immediate contribu...

If you are a Client Service Associate or Paraplanner with experience in financial planning, who wants to work in a friendly, fast-paced financial services firm where you can make an immediate contribu...

As our Administrative Assistant / Client Service Associate, you'll have the chance to expand your skills, learn about wealth management, and potentially advance your career within our supportive team ...

As our Administrative Assistant / Client Service Associate, you'll have the chance to expand your skills, learn about wealth management, and potentially advance your career within our supportive team ...

If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our off...

As an Associate in the Client Service team, you’ll be the link between our clients and the expert knowledge they seek. A day in the life of an Associate. Throughout your workday, you will work on mult...

Since launching in 2021, we have expanded our services to include Preconception and Miscarriage Care, Pregnancy Care, Hospital-Based Delivery, Postpartum Support, and Gynecology. The Department of Obs...

Job responsibilities * Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transacti...

Jacobs Levy Equity Management, an institutional asset manager located in Florham Park, NJ, is seeking an energetic, dynamic individual to work in our Client Service and Business Development Group. Thi...

Assist in preparing materials for client, consultant, and prospective client meetings. Jacobs Levy Equity Management, an institutional asset manager located in Florham Park, NJ, is seeking an energeti...

Under immediate supervision, 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...

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 va...

Under immediate supervision, 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...

Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropr...

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with cl...

We are seeking an analytical problem-solver who can operate in the intersection between investment knowledge and client communication, can work well in small teams, has a client service mindset, and i...

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of adminis...

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...

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good ...

The Client Services Associate will be responsible for customer service and operational functions for the firm. Our client is an investment advisor focused on global credit and manages over $25 billion...

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of...

We’re looking for a Registered Client Service Associate to:. Are you truly service oriented? Do you know how to take care of people?.

The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and to...

Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insuran...