We are seeking a dedicated client service associate. Prior client service experience - Must obtain NYS Life, Accident, and Health License once hired. If you are dependable, detail-oriented, technology...

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 ...

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...

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...

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...

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 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...

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...

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. Founded in 2008, Hightower is a wealth managem...

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. Onboard and maintain c...

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...

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 Service Advisor supports the company's long-term vision by ensuring client relationships are maintained, satisfaction is high, and clients feel supported, directly contributing to the firm's growt...

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...

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...

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...

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...

As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. A day in the life of an Associate. Throughout your workday, you will work on mult...

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...

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...

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

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

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 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...

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 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...

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...

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...

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...

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...

REGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS WHAT IS THE OPPORTUNITY? This position will work directly with the City National Rochdale's ("CNR") First Line of Defense ...

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...