As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...

As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...

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...

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...

As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...

As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...

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...

Administrative Assistant / Client Service Associate. As our Administrative Assistant / Client Service Associate, you'll have the chance to expand your skills, learn about wealth management, and potent...

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. As our Admini...

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...

We are seeking a dedicated client service associate. Ability to respond to a high volume of client service requests promptly, professionally, and with a caring demeanor. Prior client service experienc...

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...

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 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...

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...

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 ...

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...

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 ...

PWM Registered Client Service AssociateApply Locations: 1585 Broadway, NYTime Type: Full TimePosted on: 12 Days AgoPOSITION SUMMARY:PWM (Private Wealth Management) Registered Client Service Associates...

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...

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...

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. Identify and assist wi...

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...

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...

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...

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...

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...

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

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...

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...

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 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 ...