Client Operations Associate

APN Consulting has an immediate need for a direct client requirement: Job Title: Client Operations Associate Location: Remote Duration: 3-6 Months Position Summary: The Client Operations Associate (Contractor) is primarily assigned to assist the Client Operations Management Team in handling tasks that will support the success of the client and client...

APN Consulting has an immediate need for a direct client requirement: Job Title: Client Operations Associate Location: Remote Duration: 3-6 Months Position Summary: The Client Operations Associate (Contractor) is primarily assigned to assist the Client Operations Management Team in handling tasks that will support the success of the client...

APN Consulting has an immediate need for a direct client requirement: Job Title: Client Operations Associate Location: Remote Duration: 3-6 Months Position Summary: The Client Operations Associate (Contractor) is primarily assigned to assist the Client Operations Management Team in handling tasks that will support the success of the client and client...

Job DescriptionJob DescriptionJob title: Client Reporting AssociateDuration: 6 Months Contract To PermLocation: Onsite, Can be in Chicago or NYC (hybrid basis)Position Summary: Client X is seeking an exceptional candidate to join its Investment Management Operations function. Reporting to the Director of Client Reporting, the Client Reporting Associate is...

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...

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...

Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and ad hoc projects. The ideal candidate will have 3-10 years experience in a client services/operations function,...

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...

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...

The world’s leading organizations and global players choose Proskauer to represent them when they need it the most. With 800+ lawyers in key financial centers around the world, we are known for our pragmatic and business-savvy approach. Proskauer is the place to turn when a matter is complex, innovative and game-changing. We work seamlessly across...

Title Client Service Associate Salary Range The anticipated base salary range for this position is $20 to $22 hourly. Exact salary depends on several factors such as experience, skills, and budget. Salary range may vary based on geographic location. Client Service, Associate, Service, Client, Retail

Fathom is on a mission to use AI to understand and structure the world's medical data, starting by making sense of the terabytes of clinician notes contained within the electronic health records of the world's largest health systems. Our deep learning engine automates the translation of patient records into the billing codes used for healthcare provider...

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...

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...

Job DescriptionJob DescriptionWe are looking for a high-energy and extremely motivated professional with demonstrated success with non-profits and politics. The goal is to provide high quality work that exceeds client expectations which takes a talented, focused, experienced staff. The role is to serve a critical function on the team by assisting senior...

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...

Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

IvyWise is recognized worldwide as the premier global educational consultancy, working with families in over 59 countries to empower students to achieve their personal and academic goals and optimize their admissions outcomes. Through our methodology, proven over the past 25 years, we emphasize the discovery and development of students’ passions and...

IvyWise is recognized worldwide as the premier global educational consultancy, working with families in over 59 countries to empower students to achieve their personal and academic goals and optimize their admissions outcomes. Through our methodology, proven over the past 25 years, we emphasize the discovery and development of students’ passions and...

Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20 B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary busine Client Service, Associate, Advisor, Wealth, Service, Diversity, Retail