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...

Client Services Supervisor, Client Services Manager, or equivalent leadership. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining...

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...

Private Client Division is currently seeking a Registered Client Service Associate to join our Private Client Division in New York. With roots tracing back to 1881, the Company is engaged in a broad r...

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

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

Client Services Supervisor, Client Services Manager, or equivalent leadership. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining...

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:.

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 ...

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 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 ...

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

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

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...

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...

CLIENT SERVICE ASSOCIATE SENIOR CNS. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. Uses knowledge of bank products and services to consiste...

REGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS. This position will work directly with the City National Rochdale's ("CNR") First Line of Defense to support and assist in...

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 ...

As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Looking to start your career in a fast-paced commercial role? Seeking to have imm...

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 ...

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...

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...

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. PWM Registered Client Service Associate. Cultivate and enhance new and existing client relations...

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...

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...

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...

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships throug...

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of adminis...

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 Client Services Associate will be responsible for customer service and operational functions for the firm. Our client is an investment advisor focused on global credit and manages over $25 billion...

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...

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