Client Services Associate

Client Service Associate Boutique Wealth Management Firm Midtown Manhattan, NY Overview 2B+ AUM Independent RIA serving high net worth clientele seeks a Client Service Associate/ Compliance Officer to support Private Wealth Clients and Advisors by taking initiative in Client Services and Compliance. The Firm provides sophisticated financial advisory and...

Job DescriptionJob SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high...

Job DescriptionJob SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high...

SHIFT AVAILABLE: Monday-Friday 10:30AM-7:30PMJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.We are seeking a reliable and detail-oriented Client Service Associate to join our team. The ideal candidate will be responsible for...

Title: Customer Service Associate Location: Springfield Gardens, NY (Near JFK Airport) Salary: Up to $50,000 base Job Summary: Seeking a Customer Service Associate to provide high-level operational and client support within a logistics environment. The role involves managing shipment coordination, booking requests, and maintaining strong communication...

Title: Customer Service Associate Location: Springfield Gardens, NY (Near JFK Airport) Salary: Up to $50,000 base Job Summary: Seeking a Customer Service Associate to provide high-level operational and client support within a logistics environment. The role involves managing shipment coordination, booking requests, and maintaining strong communication...

SHIFT AVAILABLE: Monday-Friday 10:30AM-7:30PMJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. We are seeking a reliable and detail-oriented Client Service Associate to join our team. The ideal candidate will be responsible for...

Job Title: Client Services AssociateLocation (Hybrid): New York, NYJob Type: Full-timeCompensation: $105,000 - $115,000 base salary + discretionary bonusAbout Our Client:Join a distinguished financial services firm celebrated for its expertise in wealth management for high-net-worth individuals and institutions. Our client offers a comprehensive range of...

Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

Job Description Job Description Salary: Job Description: Client Services AssociatePosition OverviewThe Client Services Associate is a key member of our Customer Success team, responsible for delivering exceptional client support and ensuring customer satisfaction in a fast-paced, dynamic environment. This role requires high-quality communication skills, a...

About Us MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the...

About Us MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the...

Job Description Job Description We are seeking a Commercial Banking Client Services Associate to support a dynamic banking team in delivering exceptional client service. This role is integral to ensuring smooth daily operations, account maintenance, and client transaction support. The ideal candidate will be a detail-oriented professional with a strong...

Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

Job Description Job Description Who We Are:Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading,...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

Job Title: Mailroom AssociateReports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail,...

Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail,...