Client Service Associate

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Client Service, Associate, Financial Advisor, Client Associate, Service, Management, Retail

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

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...

North Bridge Staffing Group is seeking a highly skilled Client Services Associate to support their team of Advisors. The ideal candidate will have 3 years of experience working in a similar position out of a wealth management firm, with a strong commitment to providing exceptional client service in a fast-paced environment.The Client Services Associate will...

About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative Registered Investment Advisory (RIA) firm headquartered in New York City. We are a fast-growing wealth management firm with clients and employees across the country.Job SummaryWe are seeking a highly motivated and career-oriented Client Service Associate to join our team....

About the RoleAt Core Ventures LLC, we are seeking a highly skilled and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a vital role in delivering exceptional client service to our high-net-worth families, ensuring their investment needs are met with precision and care.Key ResponsibilitiesClient...

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...

About The Trade DeskThe Trade Desk is a leading media buying platform that helps global brands and their agencies deliver a more insightful and relevant ad experience for consumers. Our platform sets a new standard for global reach, accuracy, and transparency.Job SummaryWe are seeking a talented Client Services Associate to join our team. As a Client...

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...

The Client Service Associate is a key role within Citigroup Inc. that requires a unique blend of industry knowledge, analytical skills, and excellent communication abilities. This position plays a vital part in delivering high-quality wealth management services to clients, working closely with Banker teams to provide tailored solutions.Key...

About the RoleThe Client Service Associate is a key professional role that combines in-depth knowledge of financial services with a solid understanding of industry standards and practices. This role requires a strong analytical mindset, excellent communication skills, and the ability to work effectively with clients and internal stakeholders.Key...

My client is an independent investment and wealth management firm hiring a Client Services Associate to join their team.A CFP is a bonus, but not required.Assist in the development and implementation of customized asset allocation and wealth transfer strategies for the clientWork with the client’s outsourced tax, legal and other experts to help facilitate...

Job SummaryThe Client Service Associate is a key role within Citigroup Inc., responsible for delivering exceptional wealth management services to clients. This position requires a strong understanding of industry standards and practices, as well as excellent analytical and communication skills.Key ResponsibilitiesDeliver wealth management services to...

Job Title: Client Service Associate**Job Summary:**We are seeking a highly organized and detail-oriented Client Service Associate to join our team at SPS North America Inc. As a Client Service Associate, you will be responsible for providing exceptional office and mail services, delivering operational functions in various areas, including mail processing,...

About The Trade DeskThe Trade Desk is a leading media buying platform that helps global brands and their agencies deliver a more insightful and relevant ad experience for consumers. Our platform sets a new standard for global reach, accuracy, and transparency in digital media.Client Services TeamThe Client Services team at The Trade Desk focuses on growing...

Job Description 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...

**** Client Manager Associate Client Service & Delivery **** Client Manager Associate Client Service & Delivery Location: Chicago, IL, US Intern (former Health & Benefits Apprentice) So Paulo, Brazil Apprentices Client Service and Analytics Manager Ipswich, UK (with one day per week in London office) Client Management Head of Clients (dual hatted with...

About the RoleThe Client Service Associate is a key professional role that combines in-depth knowledge of financial services with a solid understanding of industry standards and practices. This role requires strong analytical thinking and communication skills to deliver high-quality services to clients.Key Responsibilities:Deliver financial services to...

Job 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 Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail,...