Client Service Associate

The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, p Client Service, Associate, Financial Advisor, Service, Processing, Branch Manager, Retail

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Service, Associate, Service, Solutions Advisor, Client, Management, Retail, Banking

A Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic, and a positive attitude. Duties & Responsibilities: Client contact and relationship management Assists...

Summary The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...

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...

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...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

About the job: The Associate will provide administrative and operational support to clients, custodian partners, and team members in a new office, with a competitive salary and annual bonus opportunities based on performance and company success. Responsibilities: -Own administrative processes, including client onboarding. - Handle client and custodian...

About the job:The Associate will provide administrative and operational support to clients, custodian partners, and team members in a new office, with a competitive salary and annual bonus opportunities based on performance and company success.Responsibilities: -Own administrative processes, including client onboarding.- Handle client and custodian partner...

About the job:The Associate will provide administrative and operational support to clients, custodian partners, and team members in a new office, with a competitive salary and annual bonus opportunities based on performance and company success.Responsibilities: -Own administrative processes, including client onboarding.- Handle client and custodian partner...

Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate/Mailroom Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of...

Job Description Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate in the Commercial Bank, you will resolve client requests while working in...

**** Client Manager Associate Client Service & Delivery **** Client Manager Associate Client Service & Delivery Location: Chicago, IL, US Intern (former Health & Benefits Apprentice) So Paulo, Brazil Apprentices Client Service and Analytics Manager Ipswich, UK (with one day per week in London office) Client Management Head of Clients (dual hatted with...

A premier investment firm, renowned for its innovative investment strategies and impressive service is hiring a Client Service Associate. You will serve as a key liaison between the firm and its clients, ensuring client satisfaction and efficient service delivery. Your responsibilities include managing client accounts, responding to inquiries, and providing...

A premier investment firm, renowned for its innovative investment strategies and impressive service is hiring a Client Service Associate. You will serve as a key liaison between the firm and its clients, ensuring client satisfaction and efficient service delivery. Your responsibilities include managing client accounts, responding to inquiries, and providing...

The Company:Promus Holdings, LLC is a multi-family office and asset management platform that aims to help families preserve and grow wealth through the design and implementation of thoughtful investment strategies. With deep expertise in both traditional and alternative asset classes,Promus strives to provide families with access to superior investment...

Position Overview:We’re a Chicago-based firm specializing in investment and wealth management for ultra-high-net-worth families nationwide. Our firm stands out for its independent investment approach and impressive performance. We offer access to exclusive global managers through pooled investment partnerships and combine this with personalized wealth...

The Company:Promus Holdings, LLC is a multi-family office and asset management platform that aims to help families preserve and grow wealth through the design and implementation of thoughtful investment strategies. With deep expertise in both traditional and alternative asset classes, Promus strives to provide families with access to superior investment...

Job DescriptionJob DescriptionThe Company:Promus Holdings, LLC is a multi-family office and asset management platform that aims to help families preserve and grow wealth through the design and implementation of thoughtful investment strategies. With deep expertise in both traditional and alternative asset classes,Promus strives to provide families with...

Scope of work includes:Prepare & organize materials for regular client meetingsAttend & participate in all client meetingsPrepare follow up & action lists associated with each client meetingMonitor & implement client agreed action itemsReview quarterly client reporting packageParticipate in quarterly calls with clients to review materialsAssist in...