Client Service, Investment & Operations AssociateIndustry: Wealth Management (RIA)Rye, NY (Westchester): Primarily Remote *** 1-6 times per month in office (except for initial in-person training durin...

ResponsibilitiesProvide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentationsCalendar management and coor...

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...

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 ...

Client Service Associate (Financial Services)Are you ready to embark on a fulfilling career journey with a company that values teamwork, growth, and unparalleled client service? Look no further! At He...

Our commitment to our clients is matched only by our dedication to our team members. The ideal candidate will have a background in financial services, strong organizational skills, and the ability to ...

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...

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...

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

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...

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...

Client Service Associate / Office Assistant. We are seeking a full-time Office Assistant to manage various administrative tasks with a key client-facing role. You should be client-focused, diligent, a...

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...

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...

Ensure accurate completion of prospect/new client paperwork and set upMaintain Salesforce database and client files (filing, copies, data input)Research and follow up on any issues with the broker/dea...

Your roleAre you truly service oriented? Do you know how to take care of people?We're looking for a [job title] to:•keep management systems up-to-date with client information•educate clients on accoun...

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...

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...

Personal Wealth Strategies, a well-established wealth management firm in the Hamilton, NJ area, seeks a talented and professional Client Service Associate/Paraplanner to join a fast-paced team. Client...

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 Services Associate 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...

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...

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...

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. Leading with a client ...

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 ...

Support the build out of client service for wealth management effort in the Americas, including point of contact for client inquiries, liaising with relationship managers and portfolio managers on reg...

As a Senior Client Service Associate, you'll play an important role supporting your Financial Advisors and their clients. We're looking for a Senior Client Service Associate to:. Are you truly service...

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...

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...

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...

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 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...

As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. You possess a client-first mindset. A day in the life of an Associate.

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. You possess a client-first mindset. A day in the life of an Associate.

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...

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 Client Service Associate who is a motiv...