Client Service Associate

TalentWealth Recruiting , a boutique financial services recruiting firm, is recruiting for an exciting opportunity.An independent RIA with over $600MM AUM based in Northville, MI is hiring a Client Service Associate to their growing team.Our client is seeking a polished and organized professional with some experience in all areas of client and advisor...

Who We AreDo you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...

Who We AreDo you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...

Job DescriptionJob DescriptionOur client - a Fortune 100 investment firm in New York, NY - is looking for Registered Client Service Associate with a strong interest in investment banking company to interview and start immediately.Job Title: Registered Client Service AssociateLocation: New York, NY (Onsite)Salary: $80k to $110KSeries 7 (GS), and Series 66...

Our client is a successful wealth management firm seeking an experienced Senior Client Service Associate for their firm in New York, New York. Qualified candidates must demonstrate experience with HNW client services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment. Candidates with operations...

Our client is an investment advisory firm, providing a comprehensive and flexible array of investment solutions to high-net-worth individuals, family offices and institutions. We are currently seeking a Senior Client Associate candidate, based out of our Miami office. The candidate would work primarily with advisors based in Miami and be responsible for...

**Qualifications**: Knowledge of investment and portfolio administration such as fund transfers and withdrawals, RMDs, capital gains, and losses, calculation of stepped-up cost basis, ACATs, new account documentation, and classification of securities. Experience with the Fidelity custodial platform is preferred. **Responsibilities**: - Engage and promptly...

The Billing Associate position is an integral part of a 5-person team. The role is central within the organization and is responsible for handling the billing for our clients, as well as collaborating with peers within and outside of the organization Client Service, Billing, Associate, Service, Payment Processing, Retail, Client

United States - New York - Business development, Business management, administration and support, Client advisory / Relationship management, Financial Advisors, Management and Business Support, Operations - Global Wealth Management **Job Reference #** - 293845BR **City** - New York **Job Type** - Full Time **Your role** - Are you truly service oriented?...

Summary: Financial Plan ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties And...

APN Consulting has an immediate need for a direct client requirement: Job Title: Client Operations Associate Location: Remote Duration: 3-6 Months Position Summary: The Client Operations Associate (Contractor) is primarily assigned to assist the Client Operations Management Team in handling tasks that will support the success of the client and client...

APN Consulting has an immediate need for a direct client requirement: Job Title: Client Operations Associate Location: Remote Duration: 3-6 Months Position Summary: The Client Operations Associate (Contractor) is primarily assigned to assist the Client Operations Management Team in handling tasks that will support the success of the client and client...

APN Consulting has an immediate need for a direct client requirement: Job Title: Client Operations Associate Location: Remote Duration: 3-6 Months Position Summary: The Client Operations Associate (Contractor) is primarily assigned to assist the Client Operations Management Team in handling tasks that will support the success of the client...

Who We AreDo you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...

United States - New York - Business management, administration and support, Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 292947BR **City** - New York **Job Type** - Full Time **Your role** - Are you truly service oriented? Do you know how to take care of people? - We’re looking for a Senior Registered...

Job DescriptionJob DescriptionJob title: Client Reporting AssociateDuration: 6 Months Contract To PermLocation: Onsite, Can be in Chicago or NYC (hybrid basis)Position Summary: Client X is seeking an exceptional candidate to join its Investment Management Operations function. Reporting to the Director of Client Reporting, the Client Reporting Associate is...

Client Services Success Associate Stamford based growing technology company looking to fill an immediate position within the Client Services team. Excellent opportunity for growth in organization with tenure. Gain experience working with and securing relationships with the expanding non-profit client base served through the technology platform. Hybrid work...

Responsibilities:Assists the firm's Wealth Advisors in servicing the needs of clients, often serving as the first point of communication Continually develop and strengthen relationships with clients Provide timely and accurate responses to operational and administrative client inquiries Accurately and completely prepare and facilitate all account paperwork...

Start Dates Available: April & Summer 2024 Start Dates Available: Summer 2024 Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact with a clear career path ahead of you? If so, our Associate Program is the right choice for you. About AlphaSights We bring together some of the most ambitious people from around...

Job Description Please note, in applying to this role you are not applying to be a Consultant. Third Bridge is a market-leading investment research firm, we orchestrate and create research for our clients. This role is an Associate in Third Bridge and you'll be working with our Consulting Clients.   What is Consulting? Our consulting clients work on...