A well-established boutique financial services firm is seeking a Client Service, Investment & Operations Associate to play a critical role in supporting daily operations and client interactions. Clien...

What You'll DoAnswering and handling client phone calls and emailsCorresponding with insurance carriers through phone and emailHandling a wide range of administrative tasks and client issues from star...

Qualifications:2-5 years relevant experienceAbility to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clientsAbility to pr...

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...

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 offices, ...

What You'll Be DoingUnder 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, perfor...

Zoom credentials)Maintaining travel itineraries, preparing expense reports and managing the reimbursement processAssisting with general in-office support functions such as copying, filing and scanning...

What You'll Be DoingUnder 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, perfor...

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 ...

Responsibilities:High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthlyProvide high level of support to Securities Specialis...

Essential Duties and ResponsibilitiesAssist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentati...

Summary: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 pai...

Qualifications:2-5 years relevant experienceAbility to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clientsAbility to pr...

What You'll Be DoingUnder 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, perfor...

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...

Summary: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 pai...

Zoom credentials)Maintaining travel itineraries, preparing expense reports and managing the reimbursement processAssisting with general in-office support functions such as copying, filing and scanning...

A well-established boutique financial services firm is seeking a Client Service, Investment & Operations Associate to play a critical role in supporting daily operations and client interactions. Clien...

A well-established boutique financial services firm is seeking a Client Service, Investment & Operations Associate to play a critical role in supporting daily operations and client interactions. Clien...

We are seeking a dedicated client service associate. Prior client service experience - Must obtain NYS Life, Accident, and Health License once hired. If you are dependable, detail-oriented, technology...

A well-established boutique financial services firm is seeking a Client Service, Investment & Operations Associate to play a critical role in supporting daily operations and client interactions. Clien...

A well-established boutique financial services firm is seeking a Client Service, Investment & Operations Associate to play a critical role in supporting daily operations and client interactions. Clien...

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...

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. Cultivate and enhance ...

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. Identify and assist wi...

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Identify and assist with Firm services and solut...

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. Administrativ...

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 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 (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 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...

Must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout t...

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...

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 ...

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 ...

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...

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...