Senior Client Services Associate

Job Title: Senior Client Services AssociateThe Senior Client Services Associate is a key member of our Operations Team, responsible for providing exceptional client care and support to our clients. This role requires a high level of organization, attention to detail, and excellent communication skills.Key Responsibilities:Support the Advisor in serving...

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 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...

Senior Associate, Client Service At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions...

Senior Associate, Client Service At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions...

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...

About Stateline Senior ServicesStateline Senior Services was founded in Somers, Connecticut, to specialize exclusively on the insurance and investment needs of the retired and soon-to-retire. Stateline helps clients find the best Medicare coverage for their situation and provides wealth planning services to help them get the most from retirement.  Stateline...

Senior Associate, Client Service  At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions...

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...

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...

Job SummaryAs a Dining Services Associate at Atria Senior Living, you will play a vital role in providing exceptional dining experiences for our residents. This is a unique opportunity to join a supportive team that values teamwork and positive relationships with residents.ResponsibilitiesSet and clear tables, take residents' dining orders, and provide the...

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...

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...

Unlock Your Potential as a Tax Senior Associate at ForvisAre you a seasoned tax professional looking for a new challenge? Do you thrive in a collaborative environment where you can make a real impact? If so, we invite you to join our team at Forvis as a Tax Senior Associate.About the RoleAs a Tax Senior Associate, you will play a key role in providing tax...

Job SummaryWe are seeking a skilled and compassionate Dining Service Associate to join our team at Five Star Senior Living. As a key member of our community, you will provide exceptional customer service, deliver meals and food with efficiency and professionalism, and engage with residents and their guests with charm and respect.ResponsibilitiesProvide...

Practice: -provides experienced, personalized care for cats, dogs, and certain pocket pets. Our patient-centric approach drives everything we do, so we strive every day to exceed our client's expectations with thorough, knowledgeable, compassionate pet care. We treat primarily cats and dogs; however, we hold a special place in our hearts for guinea pigs and...

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...