Client Support Associate

I can succeed as a Client Relationship Associate at Capital Group. As one of our Client Relationship Associates, you'll assist financial advisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endowm Relationship Associate, Client Relations, Relationship, Associate, Client, Business Services

**Client Service Associate - Los Angeles, CA** **About the Firm**: Silver Oak Wealth Advisors, LLC is an independent, boutique wealth management firm working with a selected group of high-net-worth individuals and families as their personal and family CFO. Our firm’s core values are based on integrity, independent thinking, compassion, collaboration, and...

Job DescriptionJob DescriptionAssociate, Client ReportingHybrid in Century City, CA3-5 yrs experienceDescriptionOur client is a financial planning, investment advisory, estate planning, and tax planning and execution entity this unique combination of in-house, comprehensive services has led them to ranking in the top 30 advisories in the US, with almost $18B...

Job DescriptionJob DescriptionJob Description: We are seeking a Customer Service Manager to join our dynamic team in the financial services sector. This role is critical in maintaining our commitment to excellent service delivery by interacting with clients in an unlicensed capacity to address and resolve their needs efficiently.Responsibilities:Communicate...

Job DescriptionJob DescriptionReliant Capital is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Reliant is uniquely...

FUGA provides forward-thinking music distribution, technology, and marketing services to forward-thinking music companies. Working at the heart of the music industry with more than 800 clients, including Beggars Group, Epitaph, Naxos and Ninja Tune, FUGA is the world's leading full-service B2B music distributor.FUGA works at the forefront of music...

**Customer Support Associate (Remote)** Los Angeles, California / Sales / Contract **Responsibilities** + Set up onboarding calls with clients + Ensure accountants have documents necessary to do their job + Communicate with accountants to understand what is necessary to close out the client + Send thoughtful emails to get client to send information + Call...

Judson Group has partnered with a boutique wealth management firm located near Los Angeles in the search for a Senior Client Service Associate . This candidate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The ideal candidate is passionate about client service,...

Our company is excited to make the world a better place- one cell phone at a time. We partner directly with TruConnect , a program designed to make phone and communications services more affordable for low-income households. The Full-Time Customer Support Associates at DSO Management Group understand that staying connected is a must, and their goal is to...

**Company Description** About Third Bridge** Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human...

Job Description What is Private Equity (PE)? In a nutshell, our private equity clients invest in companies with the intention of increasing the value of their stake down the line. The insights they get through our experts and content become the basis of their decision to invest in opportunities, or to pass on them.  Associate, Private Equity Clients As...

Location: Location: Project Manager - Transportation/Water Resources in Newark, DE at Pennoni **Location:** **Work Experience** 8 - 12 years **Job Description** Pennoni is a multidisciplinary consulting engineering firm founded more than five decades ago. We approach engineering challenges from a wider spectrum of angles than most, from land development to...

Job DescriptionJob DescriptionAre you a friendly, outgoing, and people-oriented individual looking to kickstart your career in customer service and client support? We're seeking a dedicated Entry Level Client Support Representative to join our expanding team and become a vital part of our customer service and client support department. As the Entry...

Job DescriptionJob DescriptionAre you a friendly, outgoing, and people-oriented individual looking to kickstart your career in customer service and client support? We're seeking a dedicated Entry Level Client Support Representative to join our expanding team and become a vital part of our customer service and client support department. As the Entry...

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming,...

Open and process new accounts for both retail and institutional clients Review and process account documents Handle customer calls and data entry Assist senior salespeople with day to day operations Review accounts for anti-money laundering requireme Client Service, Processing, Associate, Account, Service, Retail

The Client Support Representative works on-site at our marketing & promotional events and provides support to the team at our corporate headquarters here in Los Angeles. We specialize in customer retention and customer acquisitions for our clientele. Our clients span across a wide variety of industries, including home improvement, telecommunications, and...

The Client Support Representative works on-site at our marketing & promotional events and provides support to the team at our corporate headquarters here in Los Angeles. We specialize in customer retention and customer acquisitions for our clientele. Our clients span across a wide variety of industries, including home improvement, telecommunications, and...

Job DescriptionJob DescriptionOur business quickly made a splash in our drive for pure success. We specialize in customer retention and customer acquisitions for our clientele. Our clients span a wide variety of industries and household utilities. This is an entry-level opening with the opportunity to train into management. Within a short period of time, we...

**Customer Support Associate** Remote / Customer Experience Care / Full Time **What Haystack Is All About** Haystack is an enterprise SaaS platform on a mission to make big companies feel small. Our thoughtfully designed software helps companies engage their workforce by streamlining internal communications, forging real human connections between employees,...