Client Services Associate

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...

Job Title: Client Service AssociateAbout the Role:We are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Metasys Technologies. As a key member of our Client Service team, you will play a critical role in providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.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,...

We are a leading financial services firm, National Financial Partners, seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in delivering exceptional client experiences and building strong relationships with our clients.Key Responsibilities:Provide exceptional client service and...

Job Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our Private Client Division in Fishkill, New York.Responsibilities:Provide administrative support, including document creation, maintenance, and editing, as well as calendar management and coordination of meetings.Manage databases and...

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 Service Associate Reports to: Client Services Manager Status : Exempt We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support. Duties: Provide back-office...

About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at NFP. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients and their families.Key ResponsibilitiesClient Service: Provide superior client service by identifying client needs,...

Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors Support client communication via team e Client Service, Associate, Service, Retail, Staffing, Client

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 the opening and maintenance of client accounts, and perform various administrative tasks.Key ResponsibilitiesProvide exceptional customer service...

About the RoleBrown Brothers Harriman is seeking a highly skilled Client Associate to join our Private Banking team. As a Client Associate, you will play a critical role in providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesClient Service: Coordinate with Relationship Managers to ensure that the day-to-day...

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 RoleNasdaq Private Market is seeking a highly skilled Client Services Associate to join our team. As a Client Services Associate, you will play a critical role in facilitating secondary transactions for private companies, institutions, and individuals.Key ResponsibilitiesManage the transaction process from start to finish for late-stage,...

Pay Rate: $35.73Job Description Summary:The Client Service team is part of a small boutique office of Client located in downtown Seattle. 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 for our next Client Service...

Job Title: Client Services AssociateAt SPS North America Inc, we are seeking a highly skilled and detail-oriented Client Services Associate to join our team. As a key member of our office support team, you will be responsible for providing exceptional customer service to our clients and employees, ensuring the smooth operation of our mailroom and office...

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...

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...