Client Service Associate

{"title": "Client Service Associate", "content": "Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Oppenheimer & Co. This is an excellent opportunity for someone starting out in the investment world and looking to build a career, not just a job. As a Client Service Associate, you will play a...

About the RoleOppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. We are seeking a highly skilled and motivated Client Service Associate to join our Private Client Division in Florham Park.Key ResponsibilitiesSupport Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management...

Job Description**About Oppenheimer & Co. Inc.**Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. Our company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment...

About the RoleOppenheimer & Co. Inc. is seeking a highly skilled Registered Client Service Associate to join their Private Client Division in Florham Park. As a key member of the team, you will provide exceptional support to Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.Key Responsibilities:Develop...

Job SummaryWe are seeking a highly skilled and detail-oriented Client Associate/Registered Client Associate to join our team at RBC Wealth Management. As a trusted resource to our clients, advisors, and branch, you will play a critical role in helping our advisors manage and grow their business.Key ResponsibilitiesBuild and maintain professional...

Job Summary What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our...

About the RoleThis is an excellent opportunity for someone starting out in the investment world and wanting a career, not just a job. We are looking for a candidate who wants to learn and grow in this role, supporting the team in sales, marketing, and day-to-day operations of a growing branch.Key Responsibilities:Analytical Reporting: Produce high-quality...

Who We Are:Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

Job SummaryThis is an excellent opportunity for someone starting out in the investment world and wants a career, not a job! We are looking for a candidate that wants to learn and grow in this role.Key Responsibilities:Produce high-quality analytical reports using various software programs.Prioritize daily work, track progress of projects and deadlines.Assist...

The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position Client Service, Associate, Financial Advisor, Service, Retail, Client

Job SummaryThe Client Service Associate plays a vital role in the client service team, providing essential support to ensure timely and accurate delivery of client requests. This role requires a generalist with strong problem-solving skills, attention to detail, and excellent communication skills.Key ResponsibilitiesMonitor and track processing requests to...

Client Service AssociateAt Kestra Financial Independent Advisor, we are seeking a highly skilled Client Service Associate to join our team. As a key member of our team, you will play a critical role in providing exceptional client service and support.Key Responsibilities:Client Meeting Preparation: Assist in preparing for client meetings, including...

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 18 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective,...

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 18 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective,...

About the RoleCitrin Cooperman Advisors LLC is seeking a highly skilled Tax Manager to join our Private Client Services team in Florham Park. As a key member of our team, you will be responsible for providing exceptional client service and leading the preparation of individual and fiduciary tax returns, including federal and state...

About the RoleCitrin Cooperman Advisors LLC is seeking a highly skilled Tax Manager to join our Private Client Services team in Florham Park. As a key member of our team, you will be responsible for providing exceptional client service and leading the preparation of individual and fiduciary tax returns, including federal and state returns.Key...

Job DescriptionJob DescriptionPosition Title:                   Client Service AssociateJob Classification:            Non-Exempt; Part or Full-Time                                 Work Schedule:                Monday through Friday 8:00 a.m. to 5:00 p.m.Reporting...

Job DescriptionJob DescriptionFirm OverviewOpes Wealth Management considers every aspect of our client’s financial life, bringing together wealth management and real estate expertise to take a holistic look at our clients’ financial well-being. Our portfolios mix ETFs, mutual funds, alternative interval funds, and Separate Account Managers, creating a...