Client Services Associate

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients. To view other open roles, visit jobs.lead-advisor.comClient Service AssociateOur client, a wealth management practice in Fairfield County is hiring a Client Service Associate to work closely with the Senior Advisors and their clients. The right candidate...

Job Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...

Job Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...

Our client is a dynamic, boutique wealth management firm in Westport, CT with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive...

Description : This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations...

LifeWorxis a premier elder care company seeking aClient Relations Managerto join our Westport, CT office, responsible for inside sales and account management of concierge level elder care clients within a target market in theGreenwich and/or Westport CTarea, depending on need. This position is open for an immediate start!This role is responsible for the full...

LifeWorx is a premier elder care company seeking a Client Relations Manager to join our Westport, CT office, responsible for inside sales and account management of concierge level elder care clients within a target market in the Greenwich, CT area. This position is open for an immediate start!This role is responsible for the full sales cycle from “initial...

Summary:The Relationship Manager plays a critical role in supporting the advisor and their clients. This position requires a highly motivated and detail-oriented individual with a strong interest in the financial services industry. The Relationship Manager works closely with Senior Financial Advisors to learn how to provide comprehensive financial planning...

Summary:The Relationship Manager plays a critical role in supporting the advisor and their clients. This position requires a highly motivated and detail-oriented individual with a strong interest in the financial services industry. The Relationship Manager works closely with Senior Financial Advisors to learn how to provide comprehensive financial planning...

Limitless Management Group is a dynamic, fast-growing business development firm looking for a proactive and enthusiastic Business Development Associate to forge impactful relationships with partners and improve prospective client volume. The Business Development Associate will build relationships and assist the sales team to gain new customers through...

Investment Operations AssociateBoutique Wealth Management FirmWestport, CTOverviewEstablished and growing Independent RIA serving high net worth and ultra high net worth clientele seeks an Operations and Advisor Support Associate to manage the portfolio accounting system, including account setup and maintenance, data integrity oversight, reconciliation, and...

Investment Operations AssociateBoutique Wealth Management FirmWestport, CTOverviewEstablished and growing Independent RIA serving high net worth and ultra high net worth clientele seeks an Operations and Advisor Support Associate to manage the portfolio accounting system, including account setup and maintenance, data integrity oversight, reconciliation, and...

Investment Operations AssociateBoutique Wealth Management FirmWestport, CTOverviewEstablished and growing Independent RIA serving high net worth and ultra high net worth clientele seeks an Operations and Advisor Support Associate to manage the portfolio accounting system, including account setup and maintenance, data integrity oversight, reconciliation, and...

Role and Responsibilities:Assist Senior Advisors in preparing for client meetings, including gathering data, conducting research, and preparing presentations. Participate in client meetings as needed, observing client interactions and learning best practices. Respond to client inquiries regarding trade confirmations, account statements, and other operational...

**Job Summary:** We are seeking a highly motivated and detail-oriented Customer Service Representative to join our team at Santander Consumer USA. As a key member of our customer service team, you will be the first point of contact for our clients and will be responsible for resolving product, service, or billing issues.**Key Responsibilities:** Provide...

**Required Skills and Qualifications**Excellent communication and interpersonal skills.Able to work effectively in a team environment.Strong analytical and problem-solving skills.

National law firm Wood Smith Henning & Berman, LLP is hiring a 2-4 year litigation associate with relevant experience for its insurance defense practice team in Connecticut. Candidates must be admitted in Connecticut, with additional admissions a plus. As the go to litigation firm for dozens of domestic and international insurance carriers, as well as many...

National law firm Wood Smith Henning & Berman, LLP is hiring a 2-4 year litigation associate with relevant experience for its insurance defense practice team in Connecticut. Candidates must be admitted in Connecticut, with additional admissions a plus. As the ‘go to’ litigation firm for dozens of domestic and international insurance carriers, as well as...

Job DescriptionJob DescriptionHigh Net Worth Sophisticated ClienteleThis Jobot Job is hosted by: Jessica HughesAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $90,000 - $130,000 per yearA bit about us:At this TOP family law firm, we are dedicated to providing compassionate and comprehensive legal services to...

Job DescriptionJob DescriptionHigh Net Worth Sophisticated ClienteleThis Jobot Job is hosted by: Jessica HughesAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $90,000 - $130,000 per yearA bit about us:At this TOP family law firm, we are dedicated to providing compassionate and comprehensive legal services to...