Client Service Associate

The Client Services Associate 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, p Client Service, Associate, Financial Advisor, Service, Processing, Branch Manager, Retail

Job Title: Client Service AssociateAt Kovitz, we are seeking a highly skilled and detail-oriented Client Service Associate to join our Wealth Management Team. This critical role will provide technical and client management support to our Senior Advisors, Advisors, and clients, ensuring exceptional client service and maintaining the highest ethical and...

About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with a strong presence across the country. We are a growing Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment...

Job SummaryThe Client Service Associate plays a vital role in supporting our Financial Advisors in delivering exceptional client experiences. This position is responsible for assisting with the opening and maintenance of client accounts, performing administrative tasks, and providing overall customer service support.Key ResponsibilitiesAssist Financial...

Client Services AssociateA premier investment firm, renowned for its innovative investment strategies and impressive service, is seeking a Client Services Associate to join its team. As a key liaison between the firm and its clients, you will be responsible for ensuring client satisfaction and efficient service delivery.Key ResponsibilitiesManage client...

Job SummaryThe Client Service Associate plays a vital role in supporting Financial Advisors with client account opening and maintenance, performing administrative tasks, and providing exceptional customer service. This position requires strong organizational skills, attention to detail, and effective communication.Key ResponsibilitiesAssist Financial...

Job SummaryThe Client Service Associate plays a vital role in supporting Financial Advisors with account opening and maintenance, administrative tasks, and customer service. This position requires strong organizational skills, attention to detail, and effective communication.Key ResponsibilitiesAssist Financial Advisors with client account opening and...

Job Title: Client Services AssociateWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at North Bridge Staffing. The ideal candidate will have a strong commitment to providing exceptional client service and a proven track record of working in a similar position.Key Responsibilities:Organize and prepare materials...

About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City, with a presence across the country. We're a cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative...

Job Title: Client Service AssociateBCI - Brokerage Consultants Inc is seeking a highly organized and detail-oriented Client Service Associate to support our financial advisory firm. As a key member of our team, you will be responsible for providing exceptional client service, processing transactions, and maintaining accurate records.Responsibilities:Provide...

About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with a strong presence across the country. We are a growing Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment...

{"Job Title": "Client Service Associate", "Job Overview": "At Kovitz, we are seeking a highly skilled and detail-oriented Client Service Associate to join our Wealth Management Team. As a critical member of our team, you will provide exceptional client service, technical support, and operational expertise to our Senior Advisors, Advisors, and...

Unlock Your Potential as a Client Services AssociateBeacon Hill is seeking a highly motivated and customer-centric Client Services Associate to join our dynamic team. As a key player in delivering an outstanding product experience, you will support our US-based customers using our cloud-based software.Key Responsibilities:Enhance customer service standards...

Unlock Your Potential as a Client Services AssociateWe're seeking a highly motivated and customer-centric individual to join our dynamic team as a Client Services Associate. In this role, you'll play a vital part in delivering exceptional product experiences to our US-based customers.Key Responsibilities:Enhance Customer Service Standards: Set new benchmarks...

About The Trade DeskThe Trade Desk is a leading global technology company that empowers brands and their agencies to deliver a more insightful and relevant ad experience for consumers. Our media buying platform helps brands deliver a more insightful and relevant ad experience for consumers, setting a new standard for global reach, accuracy, and...

Summary The Client Services Associate 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 approvals for FA(s) communications and...

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...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

Restoration Hardware **Job Summary** We are seeking a highly skilled Client Services Associate to join our team at Restoration Hardware. As a key member of our sales floor team, you will be responsible for providing exceptional customer service, assisting clients in selecting and purchasing products, and maintaining a clean and organized store...

This position is being offered by a successful financial advisor located in our downtown Chicago office. WestPoint Financial Group is assisting with the sourcing of this position.Our financial advisors strive to provide creative results while educating and empowering clients to make decisions that will help them realize their dreams and goals. These advisors...