The 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...

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:. We provide wealth man...

Key Traits of a Successful Client Service Associate:. This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a...

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 ...

Are you ready to embark on a fulfilling career journey with a company that values teamwork, growth, and unparalleled client service? Look no further! At Hennion & Walsh, we take pride in our full-serv...

This professional will prepare client, consultant, and prospective client reports, analyses, questionnaires, and reply to Client Service, Associate, Service, Client, Retail, Staffing. Client Service A...

Facilitating interactions with new and existing clients. Liaising with clients and supporting their account related queries. Key Skills:Client/Customer Support.

JOB ACCOUNTABILITIES:Pre-Sale and New BusinessAssembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and...

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 ...

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 parties informed throughout t...

Collaborate with other Client Service team members to provide exceptional customer service to current and potential clients. Summary: This position will be primarily responsible for providing administ...

Crestwood Advisors Group LLC is a fast-growing $3+ billion wealth management firm that is selectively seeking to add a Client Service Associate to join our energetic team. Client Service Associate: Cr...

As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. Client Servic...

As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. Client Servic...

As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. Client Servic...

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...

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...

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...

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.

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 (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 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 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.

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

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...

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 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...

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...

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...