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 ...

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...

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...

Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate. We are...

As an Associate on the Client Service team, you will understand your client's unique business questions and identify the experts who can best provide the answers. The Client Service team connects Guid...

Client Service Associate (Financial Services). Collectively with our other service team members, you'll engage in various service, operational, and administrative activities geared towards supporting ...

Client Service Associate (Financial Services). Collectively with our other service team members, you'll engage in various service, operational, and administrative activities geared towards supporting ...

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 on the Client Service team, you will understand your client's unique business questions and identify the experts who can best provide the answers. The Client Service team connects Guid...

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. Recruiting experts: you will spend a significa...

We are looking for an experienced and dedicated Client Service Associate to join our team and assist with administrative tasks related to our diverse clientele. If you are a motivated and detail-orien...

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our New York, NY office. Meets regularly with relationship managers and assoc...

Promote the value of Total Body Care by educating clients on new and expanded services, selling the Massage Envy Wellness Program, booking clients for future services, and encouraging homecare retail ...

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

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...

Promote the value of Total Body Care by educating clients on new and expanded services, selling the Massage Envy Wellness Program, booking clients for future services, and encouraging homecare retail ...

Promote the value of Total Body Care by educating clients on new and expanded services, selling the Massage Envy Wellness Program, booking clients for future services, and encouraging homecare retail ...

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...

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 ...

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...

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...

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...

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...

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...

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. This position will work directly with the City National Rochdale's ("CNR") First Line of Defense to support and assist in...

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 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...

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...

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...

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...

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 Client Service Associate who is a motiv...

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