Client Service Associate

**Responsibilities** - Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly - Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM - Prepares custodian paperwork, facilitate account updates and communicates with clients on status - Meets...

Are you a detail-oriented superstar who loves to stay organized and manage multiple priorities? Are you a master communicator who can explain complex information in a clear and concise way? Do you enjoy working closely with advisors and clients to deliver personalized service and solutions? Are you excited about the opportunity to work with cutting-edge...

Celebrating 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 Client Service, Financial Advisor, Associate, Client Relations, Relationship, Customer Service, Retail

**Client Service Associate-Newport Beach, CA**-**2401500** **Description** **Job Summary** **Essential Duties and Responsibilities** - Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. - Works both independently...

Job DescriptionJob DescriptionClient Advisory AssociateNewport Beach, CAISCs team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisory Associate opportunity. They are looking to add key players to their Orange County office as they continue to grow and expand.TheClient...

**Duties**: A. Assist new clients in rolling over assets from outside accounts and/or current employers. I. Manage all document tracking, e-filing, and client follow-up calls. B. Keeping new clients abreast of their rollover: I. Conference calls to ensure outside assets will have a smooth transition. II. Update calls with clients to answer any questions...

United States - California Business management, administration and support Global Wealth Management Job Reference 287932BR City Newport Beach Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Registered Client Associate to: keep management systems up-to-date with client information educate...

Client Service Associate Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client...

United States - California Business management, administration and support Global Wealth Management Job Reference # 287932BR City Newport Beach 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 Registered Client Associate to: • keep management systems up-to-date with client...

United States - California Business management, administration and support Global Wealth Management Job Reference # 287932BR City Newport Beach Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Registered Client Associate to: keep management systems up-to-date with client information...

**Description** **Job Summary** Celebrating 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...

About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

Description: PARS is looking for a personable, driven, growth-oriented individual to fill the fast-paced role of Client Services Coordinator. As one of the “faces of PARS,” this person will be responsible for building and retaining excellent relationships with existing clients and cultivating relationships with prospective clients. This is a dynamic...

At **RCA Partners** you’ll have the opportunity to make a massive impression at one of the world’s leading Business Consulting firms. From the second you step through our doors, you’ll perform meaningful work you’re passionate about, with the support and resources necessary to succeed. We provide a collaborative, team-based environment that gives all...

Client Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...

Client Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...

The Client Care Service Specialist position will assist in the orientation of every first responder who enters FRW. Responsibilities include maintaining all files documentation, preparation and distribution, arranging meetings, generating reports and emails, client file updates, intake, step-downs. Client Care Service specialists work with internal systems,...

Job Description Job Description The Client Care Service Specialist position will assist in the orientation of every first responder who enters FRW. Responsibilities include maintaining all files documentation, preparation and distribution, arranging meetings, generating reports and emails, client file updates, intake, step-downs. Client Care Service...

Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account Client Associate, Financial Advisor, Client Support, Associate, Client Service, Brokerage, Banking

Job Description Job Description The Client Care Service Specialist position will assist in the orientation of every first responder who enters FRW. Responsibilities include maintaining all files documentation, preparation and distribution, arranging meetings, generating reports and emails, client file updates, intake, step-downs. Client Care Service...