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...

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...

What You'll DoAnswering and handling client phone calls and emailsCorresponding with insurance carriers through phone and emailHandling a wide range of administrative tasks and client issues from star...

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...

Role Overview:We're seeking a motivated and detail-oriented Administrative Assistant / Client Service Associate to join our growing team. Qualifications and Skills:Bachelor's Degree (New graduates wit...

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...

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...

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...

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...

What You'll Be DoingUnder 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...

Under 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, performs a wide variety of...

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...

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...

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...

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...

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...

If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our off...

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...

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...

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...

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...

We're seeking a motivated and detail-oriented Administrative Assistant / Client Service Associate to join our growing team. As our Administrative Assistant / Client Service Associate, you'll have the ...

We're seeking a motivated and detail-oriented Administrative Assistant / Client Service Associate to join our growing team. As our Administrative Assistant / Client Service Associate, you'll have the ...

Under 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, performs a wide variety of...

Client Service Associate/Staffing Coordinator. This position focuses on providing excellent customer service and quality home care with focus on delivery and coordination of client services, growth an...

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...

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 Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and to...

The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and to...