Client Services Associate

Client Service Associate Multi-billion Independent Wealth Management Firm Bennington County, VT Overview Multi-Billion dollar Independent RIA serving ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. The Firm provides sophisticated financial advisory and investment...

Client Service Associate Reports to: Client Services Manager Status : Exempt We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support. Duties: Provide back-office...

Amazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...

Amazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...

Our Firm Stonebridge Financial Partners, LLC,a growing wealth management firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This role combines client facing and some operational support functions to ensure that all client needs are handled timely and precisely. This role works closely...

Company Overview: We are a startup company that specializes in calculating and providing indexes to our clients. Our clients rely on us to deliver accurate and reliable index data that helps them make informed decisions. We are passionate about delivering excellent customer service and are seeking a knowledgeable and customer-focused individual to join our...

Company Overview:We are a startup company that specializes in calculating and providing indexes to our clients. Our clients rely on us to deliver accurate and reliable index data that helps them make informed decisions. We are passionate about delivering excellent customer service and are seeking a knowledgeable and customer-focused individual to join our...

One of the top wealth management firms in the DMV is looking to add several client services associates to their team due to growth. Founded over 40 years ago, this firm has over $8B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic. We have helped several individuals get...

Job Description: Davis Financial Management is an affiliate of PFG and a boutique wealth management firm that has a well-established clientele, and are seeking an energetic person to fill our Client Services Associate position. This position is designed to enhance our marketing and communication to our existing clients, help to service our clients’...

Nasdaq Private Market ("NPM"), an independent, private company, is the premier provider of secondary liquidity solutions for private securities and offers a marketplace to provide liquidity to individual private company shareholders. NPM provides innovative, end-to-end solutions to enable seamless transactions for private companies, private equity and other...

Start Your Career with AlphaSightsAre you ready to embark on a rewarding journey in a dynamic commercial environment? Our Associate Program is designed for individuals eager to make a significant impact while following a clear career trajectory.About AlphaSightsAt AlphaSights, we unite ambitious professionals from around the world to collaborate with leading...

About Us:What started as a simple concept has evolved into a recognized, rapidly expanding communications agency collaborating with prominent consumer and B2B technology brands. At SourceCode Communications, we prioritize the integration of intellect and determination, humanity and technology, as well as creativity and business acumen in the realm of public...

Job OverviewAbout Municipal Credit Union:At Municipal Credit Union, we are dedicated to fostering a positive workplace culture that inspires our team to excel in delivering exceptional service to our members. For over a century, we have been committed to providing accessible financial solutions and services to a diverse membership exceeding 500,000...

Position Overview:The Licensed Client Service Associate represents a developing professional role that combines specialized knowledge with a robust understanding of industry practices. This role necessitates a solid grasp of how the team and department collaborate with others to achieve the objectives of the job family. The associate will employ analytical...

Amazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...

Position Title Senior Client Associate Location New York Job Summary The Senior Client Associate delivers tailored banking solutions to institutional clients. Compensation Range: The projected pay range for this role is $24.36 - $34.62, based on experience. Key Responsibilities: Welcome clients and prospective clients to foster positive relationships and...

This position is responsible for assisting Bergdorf Goodman clients with graciousness and a solution-oriented approach. Experience handling the daily use of the Credit Systems, knowledge of Audit Works and cash office, assisting customers and associa Client Service, Associate, Seasonal, Customer Service, Retail

Who We Are Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20 B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary busines Client Service, Associate, Advisor, Wealth, Service, Diversity, Retail

The Licensed Client Service Associate role is a professional position that combines specialized knowledge with a comprehensive understanding of industry practices and standards. This position requires a solid grasp of how the team collaborates with other departments to achieve the objectives of the job family. The associate will utilize analytical skills and...

Position Overview:The Licensed Client Service Associate represents a growing professional role that combines extensive specialty knowledge with a robust understanding of industry standards and practices. This position requires a solid grasp of how the team and area collaborate with others to achieve the objectives of the job family. The role necessitates...