Client Service Associates also ensure that facilities - both client and academic/event spaces as needed - are stocked with supplies and are in a clean and presentable state at all times. Reporting to ...

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 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...

Experience with client/customer service, preferably in a corporate setting. Covala embodies our dedication to forming powerful bonds with our clients and plan participants connecting them to the benef...

Covala embodies our dedication to forming powerful bonds with our clients and plan participants connecting them to the benefits they need and the service they deserve. Experience with client/customer ...

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. Throughout your workday, you will work on multiple projects from investors, strat...

The Client Associate - Client Service/Operations supports financial advisors in delivering comprehensive financial planning and investment strategies to clients. This role involves coordinating and im...

The Client Associate - Client Service/Operations supports financial advisors in delivering comprehensive financial planning and investment strategies to clients. This role involves coordinating and im...

We're searching for a Client Service and Operations Associate with high-energy who naturally has a do what it takes attitude to support a seasoned team while providing the superior experience our clie...

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 ...

Client Service Associates also ensure that facilities - both client and academic/event spaces as needed - are stocked with supplies and are in a clean and presentable state at all times. Reporting to ...

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...

We're searching for a Client Service and Operations Associate with high-energy who naturally has a do what it takes attitude to support a seasoned team while providing the superior experience our clie...

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...

Administrative Assistant / Client Service Associate. We're seeking a motivated and detail-oriented Administrative Assistant / Client Service Associate to join our growing team. You'll have the opportu...

The Client Services Associate is a developing professional role. Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and mo...

We're seeking a motivated and detail-oriented Administrative Assistant / Client Service Associate to join our growing team. As our Administrative Assistant / Client Service Associate, you'll have the ...

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 ...

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. As our Admini...

As a Summer Associate in the Client Service team, you’ll be the link between our clients and the expert knowledge they seek. Looking for an internship with commercial frontline responsibility and the ...

The Associate Medical Director will assist the Medical Director in the oversight of the HIV Service Line Program which provides HIV treatment and prevention across multiple sites on Long Island and th...

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...

The Client Associate - Client Service/Operations supports financial advisors in delivering comprehensive financial planning and investment strategies to clients. This role involves coordinating and im...

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...

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...

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...

REGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS. This position will work directly with the City National Rochdale's ("CNR") First Line of Defense to support and assist in...

REGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS. Contribute to the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense,...

As a Summer Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Looking for an internship with commercial frontline responsibility and the ...

In 2023, Brio Benefits joined Alera Group, an independent national insurance and wealth services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan servic...

As a Summer Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Looking for an internship with commercial frontline responsibility and the ...

As a Summer Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Looking for an internship with commercial frontline responsibility and the ...

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. Throughout your workday, you will work on multiple projects from investors, strat...

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...

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-s...

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...