Client Service Associate

Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...

Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...

Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...

Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...

Job Overview:Citigroup Inc. is seeking a Client Service Associate to join our team in Miami, Florida. As a key member of our Private Client Coverage group, you will play a vital role in providing exceptional client service and support.

Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

Seeking a Registered Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude, and a deep understanding of financial products and markets. The successful candidate will work closely with clients to address their needs, manage their accounts,...

Seeking a Registered Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude, and a deep understanding of financial products and markets. The successful candidate will work closely with clients to address their needs, manage their accounts,...

Seeking a Registered Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude, and a deep understanding of financial products and markets. The successful candidate will work closely with clients to address their needs, manage their accounts,...

Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

Ascendo is excited to present this premier opportunity in the financial services industry! Join a top-tier team in a role designed for professionals who excel in account review, regulatory compliance, and client support. If you’re passionate about safeguarding financial integrity, identifying potential risks, and supporting high-net-worth clients, this is...

High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly. Provide high level of support to Securities Specialists including but not limited to, client market updates, new accou Client Service, Associate, English, Spanish, Relationship Manager, Service, Retail, Banking

About the RoleWe are seeking a highly skilled Client Services Associate to join our team in Miami, Florida. As a key member of our operations team, you will play a critical role in ensuring the delivery of exceptional client service.

This position is in-office. Doral, Florida. Responsible for the general servicing and support of the International Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent Client Service, Brokerage, International, Financial Advisor, Associate, Registered, Retail, Banking

The Client Care Associate’s primary role is to provide clients general assistance related to Optimum Wellness Plans, services, billing, and web support via telephony and electronic communication.Essential Responsibilities and TasksLive and exemplify the Five Principles of Mars, Inc. within self and team.Resolve client problems by determining the cause of...

The Client Care Associate’s primary role is to provide clients general assistance related to Optimum Wellness Plans, services, billing, and web support via telephony and electronic communication.Essential Responsibilities and TasksLive and exemplify the Five Principles of Mars, Inc. within self and team.Resolve client problems by determining the cause of...

SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

At Ascendo Resources, we are seeking a highly motivated individual to join our team as a Portfolio Management Associate. In this role, you will assist Portfolio Managers with administrative tasks, investment planning, and client communication.Key Skills5+ years of experience in financial services with a private-banking or client services backgroundBachelor's...

Key ResponsibilitiesCreation of marketing materials, including Offering Memorandums, Pitchbooks, Flyers, and BrochuresAssisting in due diligence coordination and documentation exchange between buyer and sellerMaintaining and updating marketing database systems, intranet, and external websiteSupporting Sales team members in the implementation of business...

Responsibilities:Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity.Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed.Anticipate client needs and identify opportunities to enhance the client experience...