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.
We are seeking a Client Service Associate to assist in providing excellent service to our clients. We want to help you reach your full potential! We are looking for hard-working candidates with a pass...
read moreWe are seeking a Client Service Associate to assist in providing excellent service to our clients. We want to help you reach your full potential! We are looking for hard-working candidates with a pass...
read moreJob Responsibilities: * Provide excellent client service and support to internal and external clients daily * Monitor internal and external client inquiries, resolve non-routine is...
read moreThe 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 ...
read moreThe 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 ...
read moreAs 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...
read moreUnder 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...
read moreThe firm is seeking a Client Service Associate to join our Private Client Division in New York. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial ...
read moreJob Title: 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 strategi...
read moreWe 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...
read moreThe firm is seeking a Client Service Associate to join our Private Client Division in our Jericho, NY branch office. With roots tracing back to 1881, the Company is engaged in a broad range of activit...
read moreThe firm is seeking a Client Service Associate to join our Private Client Division in Southbury CT office. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the...
read moreOther 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. Man...
read moreClient is a multi-billion dollar fund that manages private equity and hedge fund strategies.
A Sales Representative plays a crucial role in driving business growth by promoting and selling products or services to clients. Present and demonstrate products or services to prospective customers. ...
read moreIf 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...
read moreWe'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...
read moreAs an Associate in the Client Service team, you’ll be the link between our clients and the expert knowledge they seek. Ensuring success for our Associates means:. Successful completion of the Associat...
read moreAs 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...
read moreRegistered 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...
read moreAssist 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...
read moreThis position will work with multiple clients throughout the day providing outstanding service and product knowledge. We’re looking for enthusiastic, self-driven, individuals to assist existing ...
read moreWe’re looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.
We’re looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.
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 ...
read moreThe 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 ...
read moreThe 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 ...
read moreREGULATORY 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...
read moreAt analyst and associate level, you will play an integral role in developing tools to assist the team with client reporting, creation of strategic marketing materials, client relationship management, ...
read moreUnder 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...
read moreThe 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 ...
read moreThe 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...
read moreUnder 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...
read moreWe’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...
read moreThe 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...
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