Senior Client Service Associate

Senior Client Service AssociateBillion+ Independent Wealth Management FirmStamford, CT OverviewMulti-Billion dollar Independent RIA serving high net worth clientele seeks a Senior Client Service Associate to support Clients and Advisors by taking initiative in Client Services.The Firm provides sophisticated financial advisory and investment management...

Our client is an investment advisory firm, providing a comprehensive and flexible array of investment solutions to high-net-worth individuals, family offices and institutions. We are currently seeking a Senior Client Associate candidate, based out of our Miami office. The candidate would work primarily with advisors based in Miami and be responsible for...

The Senior Client Associate provides personalized banking services to financial institution customers. Greets clients and potential clients to maintain goodwill and gain additional business. Opens new accounts, performs maintenance and servicing to existing accounts. Ensures completeness of loan documentation on new account set-up (Personal Lines of Credit,...

Associate Development Program July 2024 The Team: As a member of the Client Services team, you will serve as a product generalist for the Capital IQ and Capital IQ Pro platforms. Working as a team is essential in this role. Additionally, Client Servi Client Service, Associate, Client Support, Customer Service, Technical Support, Retail

Title Client Service Associate Salary Range The anticipated base salary range for this position is $20 to $22 hourly. Exact salary depends on several factors such as experience, skills, and budget. Salary range may vary based on geographic location. Client Service, Associate, Service, Client, Retail

Job DescriptionJob DescriptionWHO ARE WE?There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it's imperative that every worker has access to and participates in their company's savings program, such as a 401(k) or 403(b). We...

Job DescriptionJob DescriptionSenior Helpers is the nation's premier provider of in-home senior care, and the first national in-home care company to be recognized as a GREAT PLACE TO WORK 5 YEARS IN A ROW!  Senior Helpers culture is based on strong core values, recognition of achievements, and respect!We are actively looking for a full time Client...

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a...

Title Client Service Associate Salary Range The anticipated base salary range for this position is $20 to $22 hourly. Exact salary depends on several factors such as experience, skills, and budget. Salary range may vary based on geographic location. Location New York, NY Reporting Structure The Client Service Associate reports directly to the Director...

The Medicare Rights Center (www.medicarerights.org) is a national, nonprofit consumer service organization that works to ensure access to affordable health care for older adults and people with disabilities through counseling and advocacy, educational programs and public policy initiatives. Medicare Rights unique blend of service, education, and advocacy...

Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20 B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary busine Client Service, Associate, Advisor, Wealth, Service, Diversity, Retail

Position Summary Guggenheim is seeking an exceptional candidate to join its Investment Management Operations function. Reporting to the Vice President of Client Reporting, the Client Reporting Senior Associate is part of Guggenheim Investments middle-office team responsible for overseeing the production, review, approval, distribution and retention...

Job DetailsLevelEntryJob LocationFCNY - New York, NYPosition TypeFull TimeSalary Range$17.00 - $17.50 HourlyJob CategoryCustomer ServiceDescriptionJob 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...

Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...

About Us MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the...

**Senior Client Service Manager** - All Openings Location: New York, NEW YORK. Company Description: Merkle is a leading data-driven, technology-enabled, global performance marketing agency that specializes in the delivery of unique, personalized customer experiences across platforms and devices. For more than 30 years, Fortune 1000 companies and leading...

Job DetailsLevel Entry Job Location FCNY - New York, NY Position Type Full Time Salary Range $17.00 - $17.50 Hourly Job Category Customer Service DescriptionJob 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...

About Us MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the...

About Us  MarketAxess is on a journey to digitally transform one of the world’s largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the...

Overview Senior Associate, Fund Accounting (Hybrid) Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as...