Client Services Associate

Job Title: Client Service AssociateAt Kovitz, we are seeking a highly skilled and detail-oriented Client Service Associate to join our Wealth Management Team. This critical role will provide technical and client management support to our Senior Advisors, Advisors, and clients, ensuring exceptional client service and maintaining the highest ethical and...

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Client Service, Associate, Financial Advisor, Client Associate, Service, Management, Retail

About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with a strong presence across the country. We are a growing Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment...

Job SummaryThe Client Service Associate plays a vital role in supporting our Financial Advisors in delivering exceptional client experiences. This position is responsible for assisting with the opening and maintenance of client accounts, performing administrative tasks, and providing overall customer service support.Key ResponsibilitiesAssist Financial...

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Service, Associate, Service, Solutions Advisor, Support, Client, Retail, Banking

About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with a strong presence across the country. We are a growing Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment...

Unlock Your Potential as a Client Services AssociateBeacon Hill is seeking a highly motivated and customer-centric Client Services Associate to join our dynamic team. As a key player in delivering an outstanding product experience, you will support our US-based customers using our cloud-based software.Key Responsibilities:Enhance customer service standards...

Summary The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

Restoration Hardware **Job Summary** We are seeking a highly skilled Client Services Associate to join our team at Restoration Hardware. As a key member of our sales floor team, you will be responsible for providing exceptional customer service, assisting clients in selecting and purchasing products, and maintaining a clean and organized store...

This position is being offered by a successful financial advisor located in our downtown Chicago office. WestPoint Financial Group is assisting with the sourcing of this position.Our financial advisors strive to provide creative results while educating and empowering clients to make decisions that will help them realize their dreams and goals. These advisors...

The Registered Client Service Associate is a key role that requires a deep understanding of industry standards and practices. This position integrates specialty knowledge with a solid understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family.Responsibilities:• Deliver wealth management...

The Trade Desk is a leading global technology company that empowers brands and their agencies to deliver a more insightful and relevant ad experience for consumers.As a Client Services Associate, you will be part of a dynamic team that focuses on growing business from current clients through enhanced customer satisfaction and improved advertising campaign...

Job Title: Client Services AssociateReports 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...

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...

This position is being offered by a successful financial advisor located in our downtown Chicago office. WestPoint Financial Group is assisting with the sourcing of this position. Our financial advisors strive to provide creative results while educating and empowering clients to make decisions that will help them realize their dreams and goals. These...

Job DescriptionPlanPILOT is a leading retirement plan consulting firm seeking a highly motivated and detail-oriented Senior Client Services Associate to support the day-to-day needs of our clients. As a key member of our Client Services team, you will work closely with our Client Services Manager to ensure timely and high-quality delivery of client...

Scope of work includes:Prepare & organize materials for regular client meetingsAttend & participate in all client meetingsPrepare follow up & action lists associated with each client meetingMonitor & implement client agreed action itemsReview quarterly client reporting packageParticipate in quarterly calls with clients to review materialsAssist in...