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/custome...

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 Client Service Associate II within the Markets Transition team, you will work closely with Corporate and Investment Bank Markets Sales, Trading, clients and internal partners to prepare clients t...

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. Throughout your workday, you will work on mult...

As 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...

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. Throughout your workday, you will work on mult...

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...

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.

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...

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...

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...

Administrative Assistant / Client Service Associate. You'll have the opportunity to interact with high-net-worth clients, contribute to our client education initiatives, and play a crucial role in del...

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 (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 (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...

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Identify and assist with Firm services and solutions that support clients’ needs including banki...

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Identify and assist with Firm services and solutions that support clients’ needs including banki...

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...

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...

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 ...

Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. Maintain existing client relationships th...

Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. Maintain existing client relationships th...

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. Professional demeanor with strong customer service attitude. Our client is an investment ...

The Client Services Associate will be responsible for customer service and operational functions for the firm. Professional demeanor with strong customer service attitude. Our client is an investment ...

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...

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

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...

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...