Administrative Assistant / Client Service Associate About Point Wealth Management: At Point Wealth Management, our purpose is clear: "With the guidance of our team, our clients can make decisions th...

Job responsibilities * Build strong relationships with our clients by delivering an industry leading client experience * Share industry knowledge for the purpose of improving mutua...

Job responsibilities * Build strong relationships with our clients by delivering an industry leading client experience * Share industry knowledge for the purpose of improving mutua...

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...

As an Associate in the Client Service team, you’ll be the link between our clients and the expert knowledge they seek. You possess a client-first mindset. A day in the life of an Associate.

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...

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 ...

As an Associate in the Client Service team, you’ll be the link between our clients and the expert knowledge they seek. Looking to start your career in a fast-paced commercial role? Seeking to have imm...

Facilitating interactions with new and existing clients. Liaising with clients and supporting their account related queries. Key Skills:Client/Customer Support.

Facilitating interactions with new and existing clients. Liaising with clients and supporting their account related queries. Key Skills:Client/Customer Support.

Job Responsibilities: * Provide excellent client service and support to internal and external clients daily * Monitor internal and external client inquiries, resolve non-routine is...

Job Responsibilities: * Provide excellent client service and support to internal and external clients daily * Monitor internal and external client inquiries, resolve non-routine is...

Client is a multi-billion dollar fund that manages private equity and hedge fund strategies.

Client is a multi-billion dollar fund that manages private equity and hedge fund strategies.

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...

The Associate - Client Service and Communications will work with colleagues in BAIS, PMG, Corporate Communications and client-facing teams to provide content that meets the informational needs of clie...

We're seeking a motivated and detail-oriented Administrative Assistant / Client Service Associate to join our growing team. You'll have the opportunity to interact with high-net-worth clients, contrib...

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 ...

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...

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...

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. Leading with a client first minds...

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. Exceptional writing, interpersona...

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. Registered Client Serv...

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...

BXMA – Client Service Analytics, Associate. At analyst and associate level, you will play an integral role in developing tools to assist the team with client reporting, creation of strategic marketing...

REGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS WHAT IS THE OPPORTUNITY? This position will work directly with the City National Rochdale's ("CNR") First Line of Defense ...

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...

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...

Associate Client Support Consultants. In this role, you will work in a hybrid environment (work part of the week in the office and part of the week at home) while serving as ADP's front-line for solvi...

Associate Client Support Consultants. You carry the weight of ADP's service reputation and client satisfaction in your hands. In this role, you will work in a hybrid environment (work part of the week...

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 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 ...

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

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...

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...