Client Service Associate

About the RoleWe are seeking a skilled Client Service Representative to join our team at Corporation Service Company. As a key member of our Annual Reports Preparation & File team, you will provide exceptional service to our clients and internal stakeholders.Key ResponsibilitiesAs a Client Service Representative, your primary responsibilities will...

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Client Service, Associate, Financial Advisor, Client Associate, Service, Management, Retail

About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with a strong presence across the country. We are a growing Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment...

Job SummaryThe Client Service Associate plays a vital role in supporting our Financial Advisors in delivering exceptional client experiences. This position is responsible for assisting with the opening and maintenance of client accounts, performing administrative tasks, and providing overall customer service support.Key ResponsibilitiesAssist Financial...

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, Support, Client, Retail, Banking

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...

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This position is ideal for a professional with a strong background in client relations and finance. The successful candidate will play a crucial role in supporting our clients and financial advisors, ensuring a high level of service and satisfaction. Key...

Restoration Hardware **Job Summary** We are seeking a highly skilled Client Services Associate to join our team at Restoration Hardware. As a key member of our sales floor team, you will be responsible for providing exceptional customer service, assisting clients in selecting and purchasing products, and maintaining a clean and organized store...

This position is being offered by a successful financial advisor located in our downtown Chicago office. WestPoint Financial Group is assisting with the sourcing of this position.Our financial advisors strive to provide creative results while educating and empowering clients to make decisions that will help them realize their dreams and goals. These advisors...

The Registered Client Service Associate is a key role that requires a deep understanding of industry standards and practices. This position integrates specialty knowledge with a solid understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family.Responsibilities:• Deliver wealth management...

The Trade Desk is a leading global technology company that empowers brands and their agencies to deliver a more insightful and relevant ad experience for consumers.As a Client Services Associate, you will be part of a dynamic team that focuses on growing business from current clients through enhanced customer satisfaction and improved advertising campaign...

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...

This position is being offered by a successful financial advisor located in our downtown Chicago office. WestPoint Financial Group is assisting with the sourcing of this position. Our financial advisors strive to provide creative results while educating and empowering clients to make decisions that will help them realize their dreams and goals. These...

Job DescriptionPlanPILOT is a leading retirement plan consulting firm seeking a highly motivated and detail-oriented Senior Client Services Associate to support the day-to-day needs of our clients. As a key member of our Client Services team, you will work closely with our Client Services Manager to ensure timely and high-quality delivery of client...

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...

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...

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...

Business Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world's best companies. BTG provides just the right on-demand talent needed: remote or on-site, part-time or full-time, individuals or teams. That's why more than 50% of the...