International Client Service Associate

You will work with your UK Client Services colleagues in the US and UK to help our high net worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal d Client Service, Associate, International, Service, Team Leader, Client, Retail

Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all...

ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service...

Key Responsibilities:You will work closely with UK Client Services colleagues in the US and UK to deliver exceptional service to our high net worth clients. This involves managing all operational aspects of the client relationship, ensuring seamless communication and collaboration across teams.Key Skills:Excellent communication and interpersonal...

About the Company:Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on delivering personalized solutions, they offer various services, including fiduciary services, investment management, philanthropic advisory, and family office support.About...

Our client, an independent investment advisory firm dedicated to delivering tailored financial solutions and exceptional client service, is seeking a detail-oriented and experienced Client Service Associate. This role is essential in maintaining client relationships and ensuring the seamless management of client accounts and inquiries.Responsibilities:Serve...

Job Summary: We are seeking a highly skilled Client Service Associate to join our team at Bank of Oklahoma. As a key member of our Private Banking group, you will be responsible for providing exceptional service to our clients, helping them achieve their financial goals, and building long-term relationships.Key Responsibilities:Provide personalized service...

Req ID: 75695 Location: Plano -PLAN Areas of Interest: Private Banking Pay Transparency Salary Range: Not available Application Deadline: 11/15/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial P Client Service, Associate, Wealth Advisor, Officer, Service, Financial Planning, Retail

WE ARE LOOKING FOR GREAT PEOPLE TO JOIN OUR TEAM- just like you! Our associates have a lot in common. They have great interpersonal skills, enjoy working independently, are self-motivated, and have a relentless drive. Did we mention that while they are working hard, they also like to have fun? We offer flexible hours, competitive pay, and great benefits for...

WE ARE LOOKING FOR GREAT PEOPLE TO JOIN OUR TEAM- just like you! Our associates have a lot in common. They have great interpersonal skills, enjoy working independently, are self-motivated, and have a relentless drive. Did we mention that while they are working hard, they also like to have fun? We offer flexible hours, competitive pay, and great benefits for...

TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. Our client who is an independent wealth management firm with over $800MM AUM based in Watherford, TX is hiring for a Client Service Associate with experience in all areas of client and advisor support to join a successful and growing wealth...

WE ARE LOOKING FOR GREAT PEOPLE TO JOIN OUR TEAM- just like you! Our associates have a lot in common.  They have great interpersonal skills, enjoy working independently, are self-motivated, and have a relentless drive. Did we mention that while they are working hard, they also like to have fun?We offer flexible hours, competitive pay, and great benefits...

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...

Our client, a national financial services company, is looking to hire a Client Services Associate in Irving, Texas. This position is a hybrid role.Responsibilities:Interfaces with customers to resolve 1st and 2nd tier / escalated customer service issues.Investigates, analyzes, coordinates and tracks moderately complex customer issues.Conducts research as...

Company DescriptionVWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing...

Unlock Your Potential as a Client Services ManagerAt Anderson Merchandisers, we're seeking a skilled Client Services Manager to join our team. As a key member of our Client Services team, you'll play a pivotal role in preserving and expanding our current client base, fostering stronger client connections, and driving the acquisition of new clients.Key...

At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn‘t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who...

Job Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...

And Time Allocation Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions:Business Management 30%Utilize existing systems and processes to ensure that all client commun Client Service, Manager, Associate, Financial Advisor, Equipment Maintenance, Service, Retail

We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management and retirement plan practice in our Houston, TX Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive,...