As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Taking ownership of every aspect of your projects, from initiating and managing c...

Client Service Associate (Financial Services). Hennion & Walsh is dedicated to providing you with the tools and opportunities needed for success, while providing our clients the best client service. A...

Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. The Client Services Associate provides exceptional office an...

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. Work directly with clients in all aspects of c...

Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. The Client Services Associate provides exceptional office an...

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 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...

As an Associate on the Client Service team you will focus on making the right connections between our clients and Advisors across numerous industries. The team is responsible for efficiently deliverin...

As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Recruiting experts: you will spend a significant part of your day speaking on the...

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

As an Associate on the Client Service team you will focus on making the right connections between our clients and Advisors across numerous industries. The team is responsible for efficiently deliverin...

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...

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...

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...

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 ...

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...

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...

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...

Assist in preparing materials for client, consultant, and prospective client meetings. Jacobs Levy Equity Management, an institutional asset manager located in Florham Park, NJ, is seeking an energeti...

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...

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...

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...

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. This position will work directly with the City National Rochdale's ("CNR") First Line of Defense to support and assist in...

REGULATORY 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...

Promote the value of Total Body Care by educating clients on new and expanded services, selling the Massage Envy Wellness Program, booking clients for future services, and encouraging homecare retail ...

As a Summer Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Looking for an internship with commercial frontline responsibility and the ...

Promote the value of Total Body Care by educating clients on new and expanded services, selling the Massage Envy Wellness Program, booking clients for future services, and encouraging homecare retail ...

As a Summer Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Looking for an internship with commercial frontline responsibility and the ...

In 2023, Brio Benefits joined Alera Group, an independent national insurance and wealth services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan servic...

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 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...

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 general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. Maintain existing client relationships th...

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...