Client Services Associate

Client Services AssociateWe are seeking a highly skilled Client Services Associate to join our team at Vaco. As a Client Services Associate, you will be responsible for interacting with clients on a daily basis, maintaining a professional image, and handling multiple tasks efficiently.Responsibilities:Interact daily with clients via phone and in...

Our client located in Brentwood, TN is seeking a Client Services Associate to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the financial industry! The Client Services Associate is a direct hire opportunity, with a fully onsite schedule. Responsibilities:Interact daily on the phone and...

Job Title: Client Services AssociateWe are seeking a highly skilled Client Services Associate to join our team at Vaco. This is a permanent opportunity with a fully onsite schedule.Responsibilities:Interact daily with prospective and existing clients while maintaining a professional image.Schedule and coordinate meetings and appointments.Create and maintain...

Job SummaryAs a Client Service Associate at Stifel Financial, you will provide administrative support to one or more Financial Advisors, assisting with the opening and maintenance of client accounts and records. Your duties will include a wide range of tasks, such as word processing, data entry, and client communication.Key ResponsibilitiesAssist Financial...

Client Services Associate (NR) 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, Client Service, Associate, Service, Processing, Branch Manager, Retail, Client

Job DescriptionJob Title: Client Services Associate (CSA)Location: Greater Nashville Salary: $75K + benefitsSkills: Client Service Associate / CSA / paraplannerAbout Company / Opportunity:We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services seeking a motivated, self-starting, passionate team player...

Job SummaryAs a Client Services Manager at Broadridge Financial Solutions, Inc., you will play a critical role in overseeing a team of experienced relationship managers serving as the principal point of contact for assigned clients/accounts. Your mandate will be to make our clients' lives easy by advocating for each client and ensuring optimal outcomes.Key...

Job Title: Senior Manager, Client ServicesAt Broadridge, we're committed to empowering our associates to achieve their best. If you're passionate about developing your career while helping others, come join our team.About the RoleAs a Senior Manager in the Global Class Action Client Service team, you'll oversee a team of experienced relationship managers...

About the RoleWe are seeking a highly skilled Senior Client Service Representative to join our team at Broadridge Financial Solutions, Inc. This role will be responsible for providing exceptional client service and support to our corporate issuer clients.Key ResponsibilitiesProcess backend operations and enable voting options in Proxy Plus screens to...

JOB SUMMARY:The Client Services position assists the Financial Advisor with various administrative tasks andprovide clients with quality service. This position interacts daily on the phone and in person withprospective and existing clients including handling basic inquiries. The role schedules and coordinates meetings and appointments for advisors while...

JOB SUMMARY:The Client Services position assists the Financial Advisor with various administrative tasks andprovide clients with quality service. This position interacts daily on the phone and in person withprospective and existing clients including handling basic inquiries. The role schedules and coordinates meetings and appointments for advisors while...

JOB SUMMARY:The Client Services position assists the Financial Advisor with various administrative tasks andprovide clients with quality service. This position interacts daily on the phone and in person withprospective and existing clients including handling basic inquiries. The role schedules and coordinates meetings and appointments for advisors while...

Job DescriptionAt Broadridge Financial Solutions, Inc., we're committed to empowering our associates to accomplish more. If you're passionate about developing your career while helping others, come join our team.Job SummaryWe're seeking a highly skilled Senior Client Services Manager to oversee a team of experienced relationship managers serving as the...

Job SummaryWe are seeking a highly skilled Senior Client Service Representative to join our team at Broadridge Financial Solutions, Inc. As a key member of our Corporate Issuer business, you will be responsible for providing exceptional service to our clients, ensuring seamless proxy voting operations, and driving business growth.Key ResponsibilitiesProcess...

Job DescriptionAt Broadridge Financial Solutions, Inc., we are seeking a highly skilled and experienced Client Services Manager to join our Global Class Action Client Service team. As a Client Services Manager, you will be responsible for overseeing a team of experienced relationship managers and serving as the principal point of contact for assigned...

Job SummaryWe are seeking a highly skilled Senior Client Services Manager to join our Global Class Action Client Service team. As a key member of our team, you will be responsible for overseeing a team of experienced relationship managers and serving as the principal point of contact for assigned clients/accounts.Key ResponsibilitiesManage and ensure timely...

Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals. As a Client Service Representative, you will play a critical role in delivering exceptional client experiences that drive growth and satisfaction.Key Responsibilities:Process transactions accurately and efficiently in a fast-paced environmentIntroduce...

Introduction: Gallagher's global brokerage team is seeking a Client Service Manager to join their dynamic team. As a key member, you will be responsible for the day-to-day account management of assigned clients, supporting senior servicing staff to identify and meet client needs. Your role will be to retain and grow a profitable book of business through...

Introduction: 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...

Seasonal Client Service Representative OpportunityWe are seeking a highly skilled and experienced Seasonal Client Service Representative to join our team at US Tech Solutions. As a key member of our Client Facing team, you will be responsible for managing internal and external clients, ensuring the accuracy of financial documents, and entering data into our...