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...

Qualifications:Experience with client/customer service, preferably in a corporate settingAttention to detail with a high level of accountability and ownership of workExperience working with executives...

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our New York, NY office. Meets regularly with relationship managers and assoc...

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...

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...

ResponsibilitiesProvide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentationsCalendar management and coor...

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 ...

What You'll Be DoingPre-Sale and New Business Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and...

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...

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 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 ...

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...

If you enjoy building strong relationships with clients, then look no further and apply today!Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ...

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...

Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. We lead with unmatched financial strength and access to the best products and servi...

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...

Help organize client appreciation events, seminars, or internal meetings. High level of discretion and professionalism when handling sensitive client information. Our commitment to our clients is matc...

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...

Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. Educate clients on account services, capabilities, and new technology. Assume owner...

Maintain organized client files and documentation in CRM and secure systems. Assist with onboarding new clients, including data gathering, form preparation, and follow-up. Help organize client appreci...

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...

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 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...

Clients are our main priority, which is why we are growing our team and seeking a registered, team-oriented, high-performing Client Service Advisor to complement our existing team. The Service Advisor...

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Identify and assist with Firm services and solut...

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 ...

Support the build out of client service for wealth management effort in the Americas, including point of contact for client inquiries, liaising with relationship managers and portfolio managers on reg...

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

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 ...

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

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 ...

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 ...

The firm is seeking a Client Service Associate to join our Private Client Division in our Saddle Brook, NJ branch office. With roots tracing back to 1881, the Company is engaged in a broad range of ac...

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...

Client Service Associate Assistant (Entry Level) - Join the Hennion & Walsh Family!. Are you ready to embark on a fulfilling career journey with a company that values teamwork, growth, and unparallele...

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 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...