Client Account Associate

TalentWealth Recruiting , a boutique financial services recruiting firm, is recruiting for an exciting opportunity.An independent RIA with over $600MM AUM based in Northville, MI is hiring a Client Service Associate to their growing team.Our client is seeking a polished and organized professional with some experience in all areas of client and advisor...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right...

Your role As clients' first point of contact for private banking services and account administration, our CSAs are experienced across a broad range of topics including cash management, banking solutions, and account maintenance. We're Looking for a Client Associate To: * Act as a Relationship Manager for Ultra High Net Worth clients with complex estate...

Responsibilities:Assists the firm's Wealth Advisors in servicing the needs of clients, often serving as the first point of communication Continually develop and strengthen relationships with clients Provide timely and accurate responses to operational and administrative client inquiries Accurately and completely prepare and facilitate all account paperwork...

Client Services Success Associate Stamford based growing technology company looking to fill an immediate position within the Client Services team. Excellent opportunity for growth in organization with tenure. Gain experience working with and securing relationships with the expanding non-profit client base served through the technology platform. Hybrid work...

Job Description As a Client Partnerships Associate, you will be a vital team player to your CJ account team, but you will also frequently collaborate with advertisers. You will be responsible for supporting digital marketing strategies with reporting and insights that will help to determine how to enhance marketing initiatives for successful campaigns What...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Senior Registered Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for...

Job Description Please note, in applying to this role you are not applying to be a Consultant. Third Bridge is a market-leading investment research firm, we orchestrate and create research for our clients. This role is an Associate in Third Bridge and you'll be working with our Consulting Clients.   What is Consulting? Our consulting clients work on...

Our client is a successful wealth management firm seeking an experienced Senior Client Service Associate for their firm in New York, New York. Qualified candidates must demonstrate experience with HNW client services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment. Candidates with operations...

**Company Description** From helping to invent the affiliate industry, to performance marketing and what comes next, we've earned a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. Founded in Santa Barbara, California in 1998, CJ (formerly Commission Junction), leads the industry as...

A prestigious Am Law firm is seeking a Client Accounting Specialist to manage the financial aspects of partners' client portfolios in accordance with departmental standards. Working closely with the finance management team, you'll ensure top-notch service to both internal partners and external clients. This position is available in NYC, D.C., SF, Santa...

A prestigious Am Law firm is seeking a Client Accounting Specialist to manage the financial aspects of partners' client portfolios in accordance with departmental standards. Working closely with the finance management team, you'll ensure top-notch service to both internal partners and external clients. This position is available in NYC, D.C., SF, Santa...

MEI is a privately held company based in New York City that is a best-in-class organization dedicated to the design and execution of creative and compelling medical communications initiatives. Guided by unique strategic insight, medical acumen, innovation, and client service, MEI specializes in a broad range of health care marketing and communication...

Training The Street (TTS) is the world's leading financial learning services company offering targeted and customized training courses to corporate and educational clients. Through the use of highly effective, intuitive teaching methods in an interactive, multimedia setting, our mission is to teach the everyday valuation techniques and financial modeling...

Overview Reporting to the Client Account Manager, the Client Account Specialist is responsible for successful execution of the billing and collection strategy for their assigned partners or office/practice groups in conjunction with firm best practices as well as in accordance with client requirements. This position will (i) collaborate closely with partners...

Job DescriptionJob DescriptionOur client - a Fortune 100 investment firm in New York, NY - is looking for Registered Client Service Associate with a strong interest in investment banking company to interview and start immediately.Job Title: Registered Client Service AssociateLocation: New York, NY (Onsite)Salary: $80k to $110KSeries 7 (GS), and Series 66...

WPIX is looking for a full-time Associate Account Executive to join our team! If you are motivated, personable, and goal-oriented with a positive work ethic and desire to learn more about the advertising industry, we'd like to meet you. We offer a unique opportunity if you are looking for a challenging environment, tools, and resources to help you start...

Associate Account Manager Job DescriptionI. Job Summary | Major goals and objectives.The Associate Account Manager will support the goals of the Partnerships Team. He or she will be responsible for helping to grow our commerce business by maintaining key client relationships, identifying new partnership opportunities, pitching, and managing paid...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right...