Client Services Associate

Client Service AssociateWaldron Private Wealth is seeking a highly organized and task-oriented individual to join our team as a Client Service Associate. This role will provide administrative support to the Client Service department, ensuring the delivery of exceptional service to our high net-worth clients.Key Responsibilities:Process and manage client...

Job Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at National Financial Partners. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients.Job Summary:The Client Service Associate will be responsible for...

Job Title: Client Service AssociateAt PNC, we're looking for a Client Service Associate to join our team. As a key member of our Client Service team, you'll be responsible for providing exceptional customer service to our clients and advisors.Key Responsibilities:Handle transaction requests, maintenance requests, inquiry requests, and risk managementProvide...

Title: Client Service Associate Description: Job Description Summary The Client Service team is part of a small boutique office located in downtown Seattle/New York. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best-in-class service experience for all of our clients. We are looking...

Job SummaryWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at Jobility Talent Solutions. As a Client Services Associate, you will play a critical role in providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesProcess new account set-ups,...

Our client, a boutique wealth management firm with a mission to educate their clients and help them enjoy life without ever worrying about financial security seeks an experienced Client Service Associate to join their team. They achieve their mission by designing personalized and comprehensive financial plans, investment solutions, and risk management. The...

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives.With over $192 billion in assets under management as of June 30, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive...

Client Services/Operations AssociateCoda Search│Staffing is seeking a highly organized and detail-oriented Client Services/Operations Associate to join our client, a boutique wealth manager in Westchester. The ideal candidate will have 3-8 years of experience in a client services/operations function and excellent communication skills.Key...

Client Services AssociateCoda Search│Staffing is seeking a skilled Client Services Associate to join our team. This role will focus on building and maintaining relationships with private wealth clients, working closely with regional sales leaders and internal specialists.Responsibilities:Partner with regional sales leaders to develop and execute client...

Job SummaryWe are seeking a highly skilled and motivated Client Service Associate to join our team at NFP. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide exceptional client service and support to clients,...

Job Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our Private Client Division in New York. As a key member of our team, you will be responsible for providing exceptional client service, marketing, scheduling, and administrative support.Responsibilities:Provide administrative support,...

Client Services AssociateWe are seeking a highly skilled Client Services Associate to join our team at Coda Search│Staffing. Key Responsibilities:Investor Communication: Effectively communicate with investors to ensure their needs are met and expectations are exceeded.Onboarding Process: Handle the investor onboarding process, ensuring all required...

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $192 billion in assets under management as of June 30, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will provide exceptional customer service to our clients, assist with account maintenance, and perform various administrative tasks.Key ResponsibilitiesProvide excellent customer service to clients via phone, email,...

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...

About the Role:Guidepoint Global is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a vital role in guiding our clients' research needs by identifying and recruiting experts from our vast network of over 1.25 million Guidepoint Advisors.Key Responsibilities:Work closely...

About The Trade DeskThe 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. Our mission is to revolutionize the way global brands and their agencies advertise to audiences around the world.About the RoleWe are seeking a highly motivated and...

Unlock Your Potential as a Client Services AssociateAre you a detail-oriented and organized professional looking to make a meaningful impact in the financial services industry? We are seeking a highly skilled Client Services Associate to join our team at KDS Strategic Search Group.Key Responsibilities:Provide exceptional support to our Wealth Management...

About GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology and expert network provide on-demand intelligence and research to drive business success.Job SummaryWe are seeking a highly motivated and organized Client Service Associate to join our team. As a Client Service...

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...