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...

Primarily assist Client Service Specialists (CSS):. Responsible for the accuracy and timeliness of work, including documenting, completing, and tracking completion of client related tasks and properly...

Primarily assist Client Service Specialists (CSS):. Responsible for the accuracy and timeliness of work, including documenting, completing, and tracking completion of client related tasks and properly...

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...

Executive Assistant / Client Service Associate. Assist with client service requests to maintain high client satisfaction. Client Service and Office Administration:.

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 ...

Executive Assistant / Client Service Associate. Assist with client service requests to maintain high client satisfaction. Client Service and Office Administration:.

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 ...

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 ...

Executive Assistant / Client Service Associate. Assist with client service requests to maintain high client satisfaction. Client Service and Office Administration:.

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

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 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...

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. This position requires excellent organizational ski...

Executive Assistant / Client Service Associate. Assist with client service requests to maintain high client satisfaction. Client Service and Office Administration:.

Graduating students will be hired as a Client Service Associate and placed in a three-month training program where they will learn the benefits of programmatic advertising, platform capabilities of Th...

Executive Assistant / Client Service Associate. Assist with client service requests to maintain high client satisfaction. Client Service and Office Administration:.

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 ...

Graduating students will be hired as a Client Service Associate and placed in a three-month training program where they will learn the benefits of programmatic advertising, platform capabilities of Th...

Assist with client service requests to maintain high client satisfaction. Executive Assistant / Client Service Associate. Client Service and Office Administration:.

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. The Associate ensures CRM data accuracy and helps w...

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

As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Successful completion of the Associate Program may qualify you for our. Looking t...

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...

In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join o...

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 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...

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. Identify and assist with Firm services and solutions that support ...

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 may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropr...

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Registered Client Service Associate **. Identify and assist with Firm services and solutions tha...

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...

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...

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...

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?.