Registered Client Associate

Your role We're looking for a Registered Client Service Associate to: * as a Registered Client Service Associate, you'll play an important role in listening, understanding and responding to clients' needs .• enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors * keep contact...

Summary Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining...

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: * enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors * keep contact management systems up-to-date with client information * educate clients on account...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

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

? As a Client Service Associate, you are a trusted member of the clients team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to Client Service, Associate, Officer, Service, Client Relations, Retail, Relationship

Our client in the financial services industry is seeking a Client Service Associate to join their growing team in their downtown Chicago or Nashville, TN offices. The Associate will support clients, custodian partners, and team members in an administrative and operational capacity. This is an onsite position offering a competitive salary with annual bonus...

Our client in the financial services industry is seeking a Client Service Associate to join their growing team in their downtown Chicago or Nashville, TN offices. The Associate will support clients, custodian partners, and team members in an administrative and operational capacity. This is an onsite position offering a competitive salary with annual bonus...

Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles Develop long term client relationships Proactively work to determine service improvements and solicit client inpu Client Service, Associate, Service, Project Management, Client Relations, Retail, Banking

As a global leader in insurance broking and risk management, Marsh helps our clients succeed by defining, designing, and delivering innovative, industry-specific solutions that help them effectively manage risk. Marshs services are targeted to custo Client Advisor, Associate, Advisor, Project Management, Banking, Client, Solutions

Client Service Associate | Chicago, IL Chicago RIA seeks highly organized Client Service Associate to support document preparation, new account opening, CRM management, deposits, transaction processing, expense/travel arrangements, and various administrative support/data entry as necessary. Will be responsible for learning internal operational systems and...

Client Service Associate | Chicago, IL / (3 days in; 2 WFH) | $70-80k + bonusChicago RIA seeks highly organized Client Service Associate to help deliver exceptional service via document prep, CRM, new account opening/data entry/transaction processing, travel arrangements/expenses management.Responsibilities:Provide operational/organizational support; enter...

This is a hybrid work opportunity based in our Chicago, Boston or New York office (2 days in office)._ What makes Harbor unique is our commitment to only partnering with the very best asset managers globally. This focus allows us to act in the best interests of our shareholders every day, and help them achieve their investment goals through active, cost...

Job DescriptionJob DescriptionAn international law firm and one of the top 50 AmLaw firms is seeking an associate to join their Private Clients, Trust & Estates practice. Ideal candidates will have 3-5 years of experience and should have a broad background with respect to all areas of a high net worth trusts and estates practice. This background should...

** RELO Direct** ** Associate Client Service Manager** Chicago, IL 60601 ***RELO Direct, Inc.** is LeadingRE's full-service relocation management company, offering a wide range of mobility management services to support clients with employees on the move - anywhere around the world. With industry experience dating back to 1992, RELO Direct has the systems,...

Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with...

Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate in the Commercial Bank you will resolve client requests while working in partnership with...

Responsibilities· Take ownership of administrative processes, including the client on-boarding process· Handle all requests from clients and custodian partners pertaining to account administration· Organize, scan, and maintain all paper/electronic client files· Maintain CRM system to ensure all client data is current and accurate· Monitoring and...

Responsibilities· Take ownership of administrative processes, including the client on-boarding process· Handle all requests from clients and custodian partners pertaining to account administration· Organize, scan, and maintain all paper/electronic client files· Maintain CRM system to ensure all client data is current and accurate· Monitoring and...