Job DescriptionThe firm is seeking a Client Service Associate to join our Private Client Division in our Jericho, NY branch office. ResponsibilitiesProvide administrative support, which includes but n...

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...

Qualifications:Experience with client/customer service, preferably in a corporate settingAttention to detail with a high level of accountability and ownership of workExperience working with executives...

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...

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 ...

A day in the life of an AssociateAs an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Your responsibilities will include:Recruiting ex...

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...

Morgan StanleyRegistered Client Service AssociateJob DescriptionPOSITION SUMMARYRegistered Client Service Associates provide exceptional service to our clients and support FinancialAdvisor(s) (FAs)/ P...

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...

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...

POSITION SUMMARYRegistered 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. DUTIES...

What You'll Be DoingUnder 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...

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...

Manage calendars, schedule client appointments, and coordinate internal meetings. Answer and direct incoming calls and emails; act as a liaison between clients and advisors. Maintain organized client ...

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...

Maintain organized client files and documentation in CRM and secure systems. Assist with onboarding new clients, including data gathering, form preparation, and follow-up. Help organize client appreci...

Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. Educate clients on account services, capabilities, and new technology. Assume owner...

Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. Educate clients on account services, capabilities, and new technology. Assume owner...

Manage calendars, schedule client appointments, and coordinate internal meetings. Answer and direct incoming calls and emails; act as a liaison between clients and advisors. Maintain organized client ...

Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. Educate clients on account services, capabilities, and new technology. Assume owner...

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...

The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employ...

The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employ...

The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employ...

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...

We're seeking a motivated and detail-oriented Administrative Assistant / Client Service Associate to join our growing team. Administrative Assistant / Client Service Associate. As our Administrative A...

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 ...

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...

Jacobs Levy Equity Management, an institutional asset manager located in Florham Park, NJ, is seeking an energetic, dynamic individual to work in our Client Service and Business Development Group. Thi...

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 ...

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...

REGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS WHAT IS THE OPPORTUNITY? This position will work directly with the City National Rochdale's ("CNR") First Line of Defense ...

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...

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