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. With unparalleled service, cus...

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 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...

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...

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...

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...

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. Exceptional writing, i...

Covala embodies our dedication to forming powerful bonds with our clients and plan participants connecting them to the benefits they need and the service they deserve. Experience with client/customer ...

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Identify and assist with Firm services and solutions that support clients needs including bankin...

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. Jackso...

As a Senior Client Service Associate, you'll play an important role supporting your Financial Advisors and their clients. We're looking for a Senior Client Service Associate to:. Are you truly service...

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 ...

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. The...

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...

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...

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. Mai...

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...

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. If you...

As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Looking to start your career in a fast-paced commercial role? Seeking to have imm...

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...

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

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...

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

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...

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...

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...

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...

As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Together, we help our clients access expert knowledge, elevate their decision-mak...

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...

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. As our Admini...

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...

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...