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...

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...

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. 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...

Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate. We are...

Covala embodies our dedication to forming powerful bonds with our clients and plan participants - connecting them to the benefits they need and the service they deserve. Experience with client/custome...

Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate. We are...

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. Prior ...

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...

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...

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...

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...

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...

As a Registered Client Service Associate, you'll play an important role in supporting your Financial Advisors. We provide wealth management solutions to our clients. This benefits our ultra high net w...

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 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...

Collaborate cross-functionally with operations team to support the Financial Advisors and their clients by leading and implementing the client service model. Respond to and resolve client requests; co...

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 ...

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...

Facilitating interactions with new and existing clients. Liaising with clients and supporting their account related queries. Key Skills:Client/Customer Support.

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...

As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Successful completion of the Associate Program may qualify you for our. Looking t...

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

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

Other responsibilities as assigned by the Senior Client Service Associate. The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. Man...

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

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our New York, NY office. Meets regularly with relationship managers and assoc...

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...

Covala embodies our dedication to forming powerful bonds with our clients and plan participants - connecting them to the benefits they need and the service they deserve. Experience with client/custome...

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 ...

Join our dynamic client service team and become an integral part of our mission to provide the highest level of advice and support to our valued clients. Are you ready to embark on a fulfilling career...