Senior Client Services Associate

Senior Client Services Representative The Senior Client Care Specialist 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 Paraplanners, the...

Senior Client Services RepresentativeThe Senior Client Care Specialist 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 Paraplanners, the Operations...

Senior Client Services RepresentativeThe Senior Client Care Specialist 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 Paraplanners, the Operations...

The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team!Job Summary:The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and...

Senior Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...

Senior Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

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...

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...

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join the team in our...

GHJ is looking for a Client Accounting and Advisory Services (CAAS) Senior Associate WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. WHAT we believe We believe that collaboration is the foundation for success. We work as a business advocate for our clients...

Rodefer Moss is currently seeking Client Accounting Services Associate to join our team!As a Client Accounting Services Associate, your responsibilities will include:Recording transactions in ledgers, preparing trial balances and simple financial statements using computer software programs, typically QuickBooks and QuickBooks online.Reconciling accounts to...

Rodefer Moss is currently seeking Client Accounting Services Associate to join our team! As a Client Accounting Services Associate, your responsibilities will include: Recording transactions in ledgers, preparing trial balances and simple financial statements using computer software programs, typically QuickBooks and QuickBooks online. Reconciling accounts...

**Job Title:** Senior Care Companion**Job Summary:We are seeking a compassionate and dependable caregiver to join our team as a Senior Care Companion. As a member of our team, you will have the opportunity to make a meaningful difference in the lives of our clients, providing them with the care and support they need to live comfortably and safely in their...

Accounting Advisory Services Senior Associate or Supervisor Job Category : Advisory Requisition Number : CLIEN001958 Posted : April 24, 2024 Employment Type : Full-Time Locations Showing 1 location Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human...

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join the team in our...

Tax Senior Associate - Private Client Services At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you will love from top to...

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...

Join Deluxe as a Product Business Analyst Now is your chance to join an organization that drives change. We’re a company that’s consistently on top employer lists. Deluxe is hiring for our Product Business Analyst role . Why join us: There is a reason we boast numerous awards like “Great Place To Work Certified” and “Best Place To Work” For...

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join our Private...

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...