Private Client Division is currently seeking a Registered Client Service Associate for their Midtown East branch office. With roots tracing back to 1881, the Company is engaged in a broad range of act...

As an Associate on the Client Service team you will focus on making the right connections between our clients and Advisors across numerous industries. Screen experts for their suitability for specific...

Collaborate cross-functionally with operations team to support the Financial Advisors and their clients by leading and implementing the client service model. Respond to and resolve client requests; co...

Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to joi...

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...

Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. With roots tracing back to 1881, the Company is engaged in a broad range of acti...

Support the build out of client service for wealth management effort in the Americas, including point of contact for client inquiries, liaising with relationship managers and portfolio managers on reg...

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...

As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Throughout your workday, you will work on multiple projects from investors, strat...

The Client Services Associate must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping all...

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...

As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Together, we help our clients access expert knowledge, elevate their decision-mak...

Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. With roots tracing back to 1881, the Company is engaged in a broad range of acti...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Onboard and maintain c...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Onboard and maintain c...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Onboard and maintain c...

Client Services Representative. The primary responsibility will be to assist with managing retail clients day-to-day margin requirements.

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...

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Identify and assist with Firm services and solutions that support clients’ needs including banki...

Client Services Representative. The primary responsibility will be to assist with managing retail clients day-to-day margin requirements.

Comfortable interacting with individuals at all levels, both internally and with clients. Total compensation as well as base salary for a role depend in part upon individual performance, years of serv...

The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employ...

The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employ...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Cultivate and enhance ...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Onboard and maintain c...

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Identify and assist with Firm services and solut...

Client Services Supervisor, Client Services Manager, or equivalent leadership. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception...

Client Services Supervisor, Client Services Manager, or equivalent leadership. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception...

Demonstrate understanding of the client's business including analysis and planning of client engagements. Review associates' accounting, tax or auditing work: provide constructive review points. May s...

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...

Administrative Assistant / Client Service Associate. You'll have the opportunity to interact with high-net-worth clients, contribute to our client education initiatives, and play a crucial role in del...

You'll have the opportunity to interact with high-net-worth clients, contribute to our client education initiatives, and play a crucial role in delivering exceptional client experiences. Administrativ...

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...

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 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 ...

Wealthspire Advisors is a Fee-Only Fiduciary with 20 locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailo...

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...

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 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...