Registered Client Associate

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered 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...

Job DescriptionJob DescriptionOur client - a Fortune 100 investment firm in New York, NY - is looking for Registered Client Service Associate with a strong interest in investment banking company to interview and start immediately.Job Title: Registered Client Service AssociateLocation: New York, NY (Onsite)Salary: $80k to $110KSeries 7 (GS), and Series 66...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered 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...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered 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...

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

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...

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 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...

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

Who We Are:Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance.Job...

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...

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...

Who We Are: Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance. Job...

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...

TalentWealth Recruiting , a boutique financial services recruiting firm, is recruiting for an exciting opportunity.An independent RIA with over $600MM AUM based in Northville, MI is hiring a Client Service Associate to their growing team.Our client is seeking a polished and organized professional with some experience in all areas of client and advisor...

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...

Client Services Success Associate Stamford based growing technology company looking to fill an immediate position within the Client Services team. Excellent opportunity for growth in organization with tenure. Gain experience working with and securing relationships with the expanding non-profit client base served through the technology platform. Hybrid work...

Job Description As a Client Partnerships Associate, you will be a vital team player to your CJ account team, but you will also frequently collaborate with advertisers. You will be responsible for supporting digital marketing strategies with reporting and insights that will help to determine how to enhance marketing initiatives for successful campaigns What...