The Client Service Manager I is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of ac...

Required: Bachelor's degree with 0+ years client service and/or claims management experience -OR- High School degree/GED with 3+ years client service and/or claims management experience. This role rep...

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...

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. Registered Client Serv...

Experience with client/customer service, preferably in a corporate setting. Covala embodies our dedication to forming powerful bonds with our clients and plan participants connecting them to the benef...

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...

Registered Client Service Associates provide exceptional service to our clients and support Financial. PWM Registered Client Service Associate. Registered Client Service Associate.

As a Registered Client Service Associate, you'll play an important role in supporting your Financial Advisors. Are you truly service oriented? Do you know how to take care of people?. We provide wealt...

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...

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...

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...

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 ...

Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a min...

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...

The Registered Client Service Advisor is accountable for managing and nurturing existing client relationships. The primary focus is to provide high-touch service, ensure client satisfaction, and effec...

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 Client Services Associate is a developing professional role. Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and mo...

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...

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...

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...

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...

PWM Registered Client Service AssociateApply Locations: 1585 Broadway, NYTime Type: Full TimePosted on: 12 Days AgoPOSITION SUMMARY:PWM (Private Wealth Management) Registered Client Service Associates...

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...

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 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...

Client Services Supervisor, Client Services Manager, or equivalent leadership. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining...

If you are a Client Service Associate or Paraplanner with experience in financial planning, who wants to work in a friendly, fast-paced financial services firm where you can make an immediate contribu...

If you are a Client Service Associate or Paraplanner with experience in financial planning, who wants to work in a friendly, fast-paced financial services firm where you can make an immediate contribu...

Registered Client Service Associates provide exceptional service to our clients and support Financial. PWM Registered Client Service Associate. Registered Client Service Associate.

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 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 ...

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 ...

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...

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...

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 on the Client Service team, you will understand your client's unique business questions and identify the experts who can best provide the answers. The Client Service team connects Guid...

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. Throughout your workday, you will work on multiple projects from investors, strat...