Client Services Associate/reception

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...

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 We are 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 documentation for opening new accounts and service requests * plan team marketing...

Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

Overview: Front desk staff responds to the patient's non-clinical needs in a manner consistent with the professional and caring philosophy of Chestnut Dental. Front desk responsibilities include, but are not limited to, telephone and in office contact with new and current patients, scheduling of appointments, charging out patients, collecting payments,...

Who We AreDo you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...

Who We AreDo you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...

Legal Receptionist / Client Conference Services CoordinatorWe have an opening for a Legal Receptionist / Client Conference Services Coordinator at a major large law firm. There is room for growth. In this role the person will handle reception and be the point of contact for all visitors, handle conference center requests and be responsible for conference...

Legal Receptionist / Client Conference Services CoordinatorWe have an opening for a Legal Receptionist / Client Conference Services Coordinator at a major large law firm. There is room for growth. In this role the person will handle reception and be the point of contact for all visitors, handle conference center requests and be responsible for conference...

Legal Receptionist / Client Conference Services CoordinatorWe have an opening for a Legal Receptionist / Client Conference Services Coordinator at a major large law firm. There is room for growth. In this role the person will handle reception and be the point of contact for all visitors, handle conference center requests and be responsible for conference...

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...

Our client is a successful wealth management firm seeking an experienced Senior Client Service Associate for their firm in New York, New York. Qualified candidates must demonstrate experience with HNW client services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment. Candidates with operations...

Start Dates Available: Summer 2024Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact with a clear career path ahead of you? If so, our Associate Program is the right choice for you.About AlphaSightsWe bring together some of the most ambitious people from around the globe to work with the leading investment...

Start Dates Available: January 2025Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact with a clear career path ahead of you? If so, our Associate Program is the right choice for you.About AlphaSightsWe bring together some of the most ambitious people from around the globe to work with the leading...

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...

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...

**Qualifications**: Knowledge of investment and portfolio administration such as fund transfers and withdrawals, RMDs, capital gains, and losses, calculation of stepped-up cost basis, ACATs, new account documentation, and classification of securities. Experience with the Fidelity custodial platform is preferred. **Responsibilities**: - Engage and promptly...

Job DescriptionJob DescriptionHappy people. Healthy pets.At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in...

**About Patriot**: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless...