Client Service Associate

At **RCA Partners** you’ll have the opportunity to make a massive impression at one of the world’s leading Business Consulting firms. From the second you step through our doors, you’ll perform meaningful work you’re passionate about, with the support and resources necessary to succeed. We provide a collaborative, team-based environment that gives all...

Client Service Associate Strategic Asset Management (SAM) Group SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate. This position requires excellent customer service and problem-solving skills which helps the candidate...

Client Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...

Client Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...

Client Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...

Client Services Associate Seal Beach, CA Onsite - 7:00am - 4:00pm (100% onsite role) Direct Hire (Salaried Role) We have an outstanding opportunity for an Client Services Associate in Seal Beach, CA. We are looking for someone that has previous working experience in the investments industry and has their Series 7 license. Skills required: Series 7...

Client Services AssociateSeal Beach, CAOnsite - 7:00am - 4:00pm (100% onsite role)Direct Hire(Salaried Role)We have an outstanding opportunity for an Client Services Associate in Seal Beach, CA. We are looking for someone that has previous working experience in the investments industry and has their Series 7 license.Skills required:Series 7 license.Previous...

Client Services AssociateSeal Beach, CAOnsite - 7:00am - 4:00pm (100% onsite role)Direct Hire(Salaried Role)We have an outstanding opportunity for an Client Services Associate in Seal Beach, CA. We are looking for someone that has previous working experience in the investments industry and has their Series 7 license.Skills required:Series 7 license.Previous...

Job DescriptionJob DescriptionSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to...

Seeking a client service associate to join a large and growing Registered Investment Advisor. This is a unique opportunity to get your foot in the door You will be responsible for supporting the firms Portfolio Managers. Ensuring the smooth functioning of all non-trading processes. You will thrive in a fast paced environment and enjoy dealing with clients,...

Seeking a client service associate to join a large and growing Registered Investment Advisor. This is a unique opportunity to get your foot in the door You will be responsible for supporting the firm’s Portfolio Managers. Ensuring the smooth functioning of all non-trading processes. You will thrive in a fast paced environment and enjoy dealing with...

Seeking a client service associate to join a large and growing Registered Investment Advisor. This is a unique opportunity to get your foot in the door You will be responsible for supporting the firm’s Portfolio Managers. Ensuring the smooth functioning of all non-trading processes. You will thrive in a fast paced environment and enjoy dealing with...

Seeking a client service associate to join a large and growing Registered Investment Advisor. This is a unique opportunity to get your foot in the door You will be responsible for supporting the firm’s Portfolio Managers. Ensuring the smooth functioning of all non-trading processes. You will thrive in a fast paced environment and enjoy dealing with...

Hightower's Story: Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its...

Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? If so, LPL's Newport Beach branch is the place for youLPL...

Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Client Service, Brokerage, Financial Advisor, Associate, Registered, Broker, Retail

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 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 DescriptionJob DescriptionClient Advisory AssociateNewport Beach, CAISCs team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisory Associate opportunity. They are looking to add key players to their Orange County office as they continue to grow and expand.TheClient...

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Coordinator, Service, Animal Care, Retail, Client