Facilitating interactions with new and existing clients. Liaising with clients and supporting their account related queries. Key Skills:Client/Customer Support.
Facilitating interactions with new and existing clients. Liaising with clients and supporting their account related queries. Key Skills:Client/Customer Support.
Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. With roots tracing back to 1881, the Company is engaged in a broad range of acti...
read moreUnder 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...
read moreOur Client Service team directly impacts our client experience and is important to the success of the organization. Field client requests and complete tasks, following through to make sure client's ne...
read moreThe 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...
read moreAs a Client Service Associate II within the Markets Transition team, you will work closely with Corporate and Investment Bank Markets Sales, Trading, clients and internal partners to prepare clients t...
read moreThe Associate will partner with the Client Solutions & Business Development (CSBD) team to maintain a high level of service, facilitate the needs of our clients, and optimize the CSBD Team's effective...
read moreWe are looking for an experienced and dedicated Client Service Associate to join our team and assist with administrative tasks related to our diverse clientele. If you are a motivated and detail-orien...
read moreOur Client Service team directly impacts our client experience and is important to the success of the organization. Field client requests and complete tasks, following through to make sure client's ne...
read moreWe are looking for an experienced and dedicated Client Service Associate to join our team and assist with administrative tasks related to our diverse clientele. Serve as the primary point of contact f...
read moreThe 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 ...
read moreThe 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...
read moreUnder 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...
read moreThe Associate will partner with the Client Solutions & Business Development (CSBD) team to maintain a high level of service, facilitate the needs of our clients, and optimize the CSBD Team's effective...
read moreThe 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...
read moreThe 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...
read moreThe 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...
read moreClient is a multi-billion dollar fund that manages private equity and hedge fund strategies.
Client is a multi-billion dollar fund that manages private equity and hedge fund strategies.
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...
read moreWe're seeking a motivated and detail-oriented Administrative Assistant / Client Service Associate to join our growing team. You'll have the opportunity to interact with high-net-worth clients, contrib...
read moreAs 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 ...
read moreRegistered 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...
read moreRegistered 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...
read moreJacobs 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...
read moreJacobs 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...
read moreThe 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 ...
read moreThe 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 ...
read moreThe 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 ...
read moreThe 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 ...
read moreThe 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 ...
read moreThe 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 ...
read moreREGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS. This position will work directly with the City National Rochdale's ("CNR") First Line of Defense to support and assist in...
read moreREGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS. This position will work directly with the City National Rochdale's ("CNR") First Line of Defense to support and assist in...
read moreRegistered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropr...
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