Client Services Representative. The primary responsibility will be to assist with managing retail clients day-to-day margin requirements.

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...

Client Services Representative. The primary responsibility will be to assist with managing retail clients day-to-day margin requirements.

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 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 (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with cl...

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 group consists of 28 investment professionals located in New York City and services over 300 clients globally with over $22 billion in client assets. Work directly with clients in all aspects of c...

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. We're seeking...

The firm is seeking a Client Service Associate to join our Private Client Division in Southbury CT office. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the...

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. We're seeking...

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. Enter profile information or pre-...

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...

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...

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...

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...

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 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...

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 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...

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...

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...

Assist in preparing materials for client, consultant, and prospective client meetings. Jacobs Levy Equity Management, an institutional asset manager located in Florham Park, NJ, is seeking an energeti...

The firm is seeking a Client Service Associate to join our Private Client Division in our Jericho, NY branch office. With roots tracing back to 1881, the Company is engaged in a broad range of activit...

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...

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...

At Hennion & Walsh, a Series 7 Registered Client Service Associate is an integral part of our mission to provide the highest degree of advice and services to our valued clients each and every day. The...

Private Client Division is currently seeking a Registered Client Service Associate for their Midtown East branch office. With roots tracing back to 1881, the Company is engaged in a broad range of act...

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...

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...

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 ...

As an Associate on the Client Service team you will focus on making the right connections between our clients and Advisors across numerous industries. Screen experts for their suitability for specific...

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...