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

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

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...

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...

Our Client Service team directly impacts our client experience and is important to the success of the organization. Field client requests and complete tasks, following through to make sure client's ne...

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...

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...

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...

We are looking for an experienced and dedicated Client Service Associate to join our team and assist with administrative tasks related to our diverse clientele. Serve as the primary point of contact f...

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...

Job Title: BXMA - Client Service Analytics, Associate. At analyst and associate level, you will play an integral role in developing tools to assist the team with client reporting, creation of strategi...

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 ...

Support the daily administration of the FA's business by opening client accounts, preparing and processing investment documentation, facilitating outgoing check requests and other disbursements, maint...

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 Jericho, NY branch office. With roots tracing back to 1881, the Company is engaged in a broad range of activit...

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...

Client is a multi-billion dollar fund that manages private equity and hedge fund strategies.

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...

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 ...

Associate Medical Director of the HIV Service Line Program. The Associate Medical Director will assist the Medical Director in the oversight of the HIV Service Line Program which provides HIV treatmen...

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...

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...

This professional will prepare client, consultant, and prospective client reports, analyses, questionnaires, and RFPs. Produce client, consultant, and prospective client reports. Assist in preparing m...

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 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 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 ...

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...

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 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 ...

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...

REGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS WHAT IS THE OPPORTUNITY? This position will work directly with the City National Rochdale's ("CNR") First Line of Defense ...

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-s...