Current jobs related to Client Services Associate - palm beach - Eaton SAKS International Group
-
Client Services Associate
2 months ago
palm beach, United States Eaton SAKS International Group Full timeClientOur client is a real estate investment management firm specializing in Single Family Rental (SFR) investments. The team of professionals is comprised of capital markets experts, single-family acquisition specialists, fund managers with proven track records of creating stable, yield producing investment products and asset managers focused on...
-
Client Service Associate
1 month ago
Palm Beach Gardens, Florida, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients, assisting with the opening and maintenance of client accounts, and performing various administrative tasks.Key...
-
Client Service Associate
1 month ago
Palm Beach Gardens, Florida, United States Stifel Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel. As a Client Service Associate, you will provide exceptional customer service to our clients, assist with the opening and maintenance of client accounts, and perform various administrative duties.Key ResponsibilitiesProvide top-notch customer...
-
Client Service Associate
6 days ago
Palm Beach Gardens, Florida, United States Stifel Financial Full timeJob SummaryAs a Client Service Associate at Stifel Financial, you will assist Financial Advisors with the opening and maintenance of client accounts and records. This role involves performing a wide range of administrative support duties, including client service, processing, and branch management.Key ResponsibilitiesAssist Financial Advisors with client...
-
Client Services Associate
1 week ago
Palm Beach Gardens, United States Hamilton Jewelers Full timeThe Client Services Associate serves as the expert when taking in and delivering client repairs, interacting with customers to explain the repair process, and working hand-in-hand with sales professionals, introducing them to service clients who may be interested in making an additional purchase while in the store. The Client Services Associate must actively...
-
Client Services Associate
1 week ago
palm beach gardens, United States Hamilton Jewelers Full timeThe Client Services Associate serves as the expert when taking in and delivering client repairs, interacting with customers to explain the repair process, and working hand-in-hand with sales professionals, introducing them to service clients who may be interested in making an additional purchase while in the store. The Client Services Associate must actively...
-
Client Services Associate
1 week ago
Palm Beach Gardens, United States Hamilton Jewelers Full timeThe Client Services Associate serves as the expert when taking in and delivering client repairs, interacting with customers to explain the repair process, and working hand-in-hand with sales professionals, introducing them to service clients who may be interested in making an additional purchase while in the store. The Client Services Associate must actively...
-
Senior Client Service Associate
6 days ago
West Palm Beach, Florida, United States HighTower Full timeJob SummaryWe are seeking a highly skilled Senior Client Service Associate to join our team at Hightower. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesServe as the primary point of contact for clients, addressing inquiries and providing white...
-
Client Services Associate
1 month ago
Palm Desert, United States FLC Capital Advisors Full timeClient Services Associate FLC Capital Advisors, A Registered Investment Advisory Firm Client Services Associate The successful candidate will assist the Senior Vice President with Administrative and Client Services functions. Minimum 3 years experience in the investment management or investment brokerage industry. Opportunity Join a Registered Investment...
-
Senior Client Service Associate
4 weeks ago
West Palm Beach, Florida, United States HighTower Full timeAbout HightowerHightower is a leading wealth management firm that provides comprehensive investment, financial, and retirement planning services to individuals, foundations, and family offices. Our team of experienced professionals is dedicated to delivering exceptional client service and helping our clients achieve their financial goals.Job SummaryWe are...
-
Client Associate/Registered Client Associate
4 weeks ago
Palm Beach Gardens, Florida, United States RBC Capital Markets, LLC Full timeJob SummaryJob DescriptionWhat is the opportunity?At RBC Wealth Management, we are seeking a highly motivated and detail-oriented Client Associate/Registered Client Associate to join our team. As a Client Associate/Registered Client Associate, you will play a critical role in supporting our financial advisors and clients by providing exceptional...
-
Client Services Associate
3 weeks ago
Palm Desert, United States FLC Capital Advisors.. Full timeClient Services AssociateFLC Capital Advisors, A Registered Investment Advisory Firm Client Services AssociateThe successful candidate will assist the Senior Vice President with Administrative and Client Services functions. Minimum 3 years’ experience in the investment management or investment brokerage industry. OpportunityJoin a Registered Investment...
-
Client Services Associate
1 month ago
Palm Desert, United States FLC Capital Advisors.. Full timeClient Services AssociateFLC Capital Advisors, A Registered Investment Advisory Firm Client Services AssociateThe successful candidate will assist the Senior Vice President with Administrative and Client Services functions. Minimum 3 years’ experience in the investment management or investment brokerage industry. OpportunityJoin a Registered Investment...
-
Client Services Associate
1 month ago
Palm Desert, United States FLC Capital Advisors.. Full timeClient Services AssociateFLC Capital Advisors, A Registered Investment Advisory Firm Client Services AssociateThe successful candidate will assist the Senior Vice President with Administrative and Client Services functions. Minimum 3 years’ experience in the investment management or investment brokerage industry. OpportunityJoin a Registered Investment...
-
Client Associate/Registered Client Associate
2 weeks ago
Palm Beach Gardens, Florida, United States RBC Capital Markets, LLC Full timeJob SummaryEmbracing RBC Wealth Management's core values and inclusive culture, we're seeking a Client Associate/Registered Client Associate to join our team. As a trusted resource, you'll assist financial advisors and clients, leveraging your administrative and operational skills to drive business growth.Key ResponsibilitiesBuild and maintain professional...
-
Client Services Associate
5 days ago
Newport Beach, California, United States Meier Law Firm Full timeAbout the Role:We are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Meier Law Firm. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients and internal teams.Key Responsibilities:Serving as the primary point of contact for clients and internal...
-
Client Associate/Registered Client Associate
1 week ago
Palm Beach Gardens, Florida, United States RBC Capital Markets, LLC Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Client Associate/Registered Client Associate at RBC Wealth Management, you will play a vital role in supporting financial advisors and clients. Your administrative and operational skills will help our advisors manage and grow their business, while you demonstrate a client-first approach to meet...
-
Client Services Associate
3 weeks ago
Newport Beach, California, United States Restoration Hardware Full timeAbout UsAt Restoration Hardware, we're passionate about creating exceptional experiences for our clients. Our team is dedicated to delivering unparalleled service and support, ensuring that every interaction is memorable and meaningful.Job SummaryWe're seeking a highly skilled and motivated Client Services Associate to join our team. As a key member of our...
-
Client Service Associate
2 weeks ago
Pompano Beach, Florida, United States Strategic Asset Management, LLC Full timeClient Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our Strategic Asset Management, LLC team. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Provide timely and accurate responses to client inquiries via...
-
Client Services Associate
2 weeks ago
Newport Beach, California, United States Meier Law Firm Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Meier Law Firm. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our office and providing exceptional client service.Key ResponsibilitiesProvide warm and welcoming support to clients and visitors,...
Client Services Associate
2 months ago
Client
Our client is a real estate investment management firm specializing in Single Family Rental (SFR) investments. The team of professionals is comprised of capital markets experts, single-family acquisition specialists, fund managers with proven track records of creating stable, yield producing investment products and asset managers focused on revolutionizing large scale portfolio operations.
Position
We are seeking to hire an experienced and detail-oriented financial services client services associate. The Client Services Associate will play a pivotal role in servicing the needs of investors, wealth managers, financial advisors, RIAs and institutional clients. Experience with the investment management industry, a knowledge of alternative strategies, especially real estate would be an advantage. Collaborate and establish strong relationships with internal and external support teams. This role involves synergistic interactions with the investors, and various internal teams, such as capital management, portfolio management, finance, operations, fund administrator, transfer agent, and custodian partners. We are looking for a detail-oriented individual with strong client service relationship management skills, who can contribute to strategic initiatives, and support group operations with an emphasis on positive client experience.
Responsibilities:
- Manage relationships with wealth managers, financial advisors, RIA’s, LP’s, institutional, and other investors
- Serve as point of contact for all client interactions, questions, and concerns
- Internal advocate for the client
- Escalating queries and concerns, when necessary
- Ability to handle confidential information.
- Maintain and update CRM
- Completes other related duties as assigned.
Qualifications:
- Four-year college degree
- Personal integrity and an ability to maintain the confidentiality of company and client information
- Client service experience within the investment management industry with primary focus on servicing the needs of financial advisors, RIA’s and institutional clients; will consider relevant experience in other areas.
- Team-player, willingness to work within a team structure and partner with internal and external parties
- Ability to create and maintain relationships with various stakeholders, collaborative team player.
- Strong time management, planning, and communication skills.
Proficient in Microsoft Office products and ability to become expert in our CRM and investor portals.
- Knowledgeable of financial products and market trends a plus.
Nice to have:
- Spanish
Based in West Palm Beach, FL, hybrid 4-1 structure. Compensation commensurate with experience will include a competitive base salary and discretionary performance bonus.
