Client Service Associate, Account Processing

**Client Service Associate** The Client Service Associate is a vital client-facing role responsible for supporting, managing, and maintaining relationships with clients, ensuring their satisfaction, and resolving any issues or concerns that may arise. This requires a service-first attitude, excellent communication and critical thinking skills, and the...

Job DescriptionJob DescriptionFor over 10 years, this wealth management firm has been servicing High Net Worth clients with a comprehensive long-term approach to meet immediate needs while taking a long view to wealth creation, retirement planning, college expenses, estate planning and all the other financial milestones life presents. We are looking for a...

Judson Group has partnered with a boutique wealth management firm located near Los Angeles in the search for a Senior Client Service Associate . This candidate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The ideal candidate is passionate about client service,...

Judson Group has partnered with a boutique wealth management firm located near Los Angeles in the search for a Senior Client Service Associate . This candidate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The ideal candidate is passionate about client service,...

Description: Manhattan West Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate,...

Job DescriptionJob DescriptionThe Client Service Associate plays a crucial role in providing exceptional service to our clients. This position is vital to our organization as it directly impacts client satisfaction and retention. The Client Service Associate acts as a liaison between the company and its clients, ensuring their needs are met and issues are...

**Client Service Associate - Los Angeles, CA** **About the Firm**: Silver Oak Wealth Advisors, LLC is an independent, boutique wealth management firm working with a selected group of high-net-worth individuals and families as their personal and family CFO. Our firm’s core values are based on integrity, independent thinking, compassion, collaboration, and...

Axos Bank Target Range: $66,560.00/Yr. - $75,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% - These...

Job DescriptionJob DescriptionDSO Management Group is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by...

Job DescriptionJob DescriptionDSO Management Group is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by...

Job DescriptionJob DescriptionDSO Management Group is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by...

Job DescriptionJob DescriptionFor over 10 years, this wealth management firm has been servicing High Net Worth clients with a comprehensive long-term approach to meet immediate needs while taking a long view to wealth creation, retirement planning, college expenses, estate planning and all the other financial milestones life presents. We are looking for a...

Job DescriptionJob DescriptionFor over 10 years, this wealth management firm has been servicing High Net Worth clients with a comprehensive long-term approach to meet immediate needs while taking a long view to wealth creation, retirement planning, college expenses, estate planning and all the other financial milestones life presents. We are looking for a...

Job DescriptionJob DescriptionFor over 10 years, this wealth management firm has been servicing High Net Worth clients with a comprehensive long-term approach to meet immediate needs while taking a long view to wealth creation, retirement planning, college expenses, estate planning and all the other financial milestones life presents. We are looking for a...

DSO Management Group is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer service team, there...

DSO Management Group is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer service team, there...

About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

Job DetailsLevelExperiencedJob LocationIMUMLA - Los Angeles, CAPosition TypeFull TimeSalary Range$24.50 HourlyJob CategoryCustomer ServiceDescriptionJob 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...

Job DescriptionJob DescriptionJob Description: We are seeking a Customer Service Manager to join our dynamic team in the financial services sector. This role is critical in maintaining our commitment to excellent service delivery by interacting with clients in an unlicensed capacity to address and resolve their needs efficiently.Responsibilities:Communicate...

Job DescriptionJob DescriptionJob Description: We are seeking a Customer Service Manager to join our dynamic team in the financial services sector. This role is critical in maintaining our commitment to excellent service delivery by interacting with clients in an unlicensed capacity to address and resolve their needs efficiently.Responsibilities:Communicate...