Client Service Associate

Job Responsibilities Provide operational and administrative support to Client Advisors in their daily business practices. Act as a key point of contact for client issues and concerns. Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with...

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...

Client Service AssociateBoutique Wealth Management FirmNorwalk, CTOverviewBoutique RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services and Operations.The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high...

Client Service AssociateSummary of ExpectationsThe Client Service Associate (Registered Client Service Associate if licensed) provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to...

TalentWealth Recruiting, a boutique recruiting firm focusing on financial services positions, is assisting an independent financial advisory practice in Charlottesville, VA in hiring a Financial Advisor Assistant.Job Overview The Client Services Associate provides exceptional client service and support to our team of financial advisors and staff. This person...

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...

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...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

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...

Client and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...

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...

Ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading client interactions to retain and develop deeper relationships. At Ameriprise Financial, we...

Do you want to join a winning team? Delap LLP, one of Oregon's largest locally owned CPA firms regularly recognized as a Top Workplace, delivers innovative and proactive financial and accounting solutions to businesses and high net worth individuals. Delap Wealth Advisory is a rapidly growing fiduciary investment advisory firm delivering clarity and...

Client Service Associate - Private Wealth Group (RIA)A Boston base investment firm is seeking a Client Service Associate to work in a fast-paced environment who is a highly organized, proactive individual.The purpose of this role is to support a Relationship Manager and maintain the client accounts and provide portfolio account maintenance, operational,...

The Client Service Associate provides primary support to the Wealth Management Team and must possess excellent organizational skills and interpersonal capabilities to effectively interact with teammates, clients, and the back office. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas...

Position DescriptionTitle: Client Service AssociateReports to: COOBenefits: YesStatus: Full-time (Exempt)Date: Fall 2024Job SummaryTschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients, this...

At TalentWealth Recruiting we assist independent Wealth Management firms nationwide in hiring top professionals to join their practices. Our client in Columbia, MD is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive in-office support to financial...

SAM 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 AssociateThis position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a...

Private Wealth Management 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...