Registered Client Service Associate

The Registered Client Service Associate is an evolving professional position that combines specialized knowledge with a comprehensive understanding of industry standards and practices. This role demonstrates a solid grasp of how the team and area collaborate with others to achieve the objectives of the job family. It requires the application of analytical...

Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients an Client Service, Associate, Registered, Retail, Banking, Client

Job OverviewPosition Title: Client Services AssociateCompany: Rishabh RPORole Summary:The Client Services Associate plays a crucial role in delivering exceptional support and information to clients regarding various tax obligations and related fees. This position involves a range of responsibilities aimed at ensuring accurate tax account management and...

Senior Registered Client AssociateAt Ascendo Resources, we are seeking a highly skilled and experienced Senior Registered Client Associate to join our team. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service, and ensuring their needs are met.Key...

Short Description:B203: Client Services Associate Complete Description:Duties and Responsibilities:Assist and provide information to clients regarding all business, income, and real estate taxes along with associated fees; Respond to inquiries concerning basic business registration, income, and real estate through telephone and written communication; ...

Position Overview With over six decades of esteemed service in the Financial Services sector, Raymond James is in search of a proactive Registered Client Service Associate. This role is ideal for a detail-oriented individual who excels in problem-solving and is eager to contribute to our expanding team. This pivotal position is responsible for delivering...

Position Overview With over six decades of distinguished service in the Financial Services sector, Raymond James is in search of a proactive Registered Client Service Associate. This role is designed for an individual who is detail-oriented and adept at solving problems creatively, contributing to our expanding team. This pivotal position is responsible for...

Job SummaryWe are seeking a highly skilled and experienced Senior Registered Client Associate to join our team at Ascendo Resources. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service, and ensuring their needs are met.Key ResponsibilitiesClient...

Job Title: Client Service AssociateOppenheimer & Co. Inc. is seeking a highly skilled Client Service Associate to join our Branch office team in Washington D.C.Job Summary:The Client Service Associate will be responsible for providing exceptional client service, marketing, scheduling, prioritizing meetings, managing database, general organizational support,...

Position OverviewHarrison Gray Search & Consulting is collaborating with a family office based on the West Coast to find a dedicated Associate for their Client Services division. This role is pivotal in enhancing client interactions and ensuring a seamless service experience.OUR CULTUREOur client promotes a culture of learning, inclusivity, and community...

Position OverviewHarrison Gray Search & Consulting is collaborating with a prominent family office on the West Coast to find a dedicated Associate for their Client Services division. This role is crucial in delivering exceptional service to clients.VALUES OF INCLUSION AND GROWTHThe organization promotes a culture that embraces diversity and values the unique...

{"title": "Client Services Associate", "description": "Job SummaryWe're seeking a highly motivated and detail-oriented Client Services Associate to join our team at DSPolitical. As a key member of our Client Services team, you will play a critical role in assisting with campaign trafficking, report preparation, and client communication.Key...

Position OverviewHarrison Gray Search & Consulting is collaborating with a prominent family office on the West Coast to find a dedicated Associate for their Client Services division. This position is based in Washington DC.ENVIRONMENT OF GROWTH, DIVERSITY, AND COMMUNITY ENGAGEMENTThe organization promotes a culture that embraces diversity and values the...

About the RoleThe Client Service Associate is a key role within Citigroup Inc, responsible for delivering exceptional client experiences and driving business growth. This position requires a strong understanding of financial services and a passion for building long-term relationships with clients.Key ResponsibilitiesClient Service Delivery: Provide...

Job SummaryCelebrating over 60 years of excellence in the Financial Services industry, Raymond James is seeking a detail-oriented and creative problem solver to provide high-quality administrative support to Financial Advisors and their clients.Key ResponsibilitiesProvide exceptional client service through various communication channels, including phone,...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our client services team, you will be responsible for providing exceptional customer service and administrative support to our clients and financial advisors.Key ResponsibilitiesAssist financial advisors with...

About the Role:The Oppenheimer & Co. Inc. is seeking a highly skilled and detail-oriented Client Service Associate to join our Branch office team in Washington D.C. This role will be responsible for providing exceptional client service, marketing, scheduling, prioritizing meetings, managing database, general organizational support, and client interaction.Key...

About the RoleThe Client Service Associate is a key professional role that combines in-depth knowledge of financial services with a strong understanding of industry standards and practices. This role requires the ability to analyze complex data, communicate effectively with clients, and work collaboratively with cross-functional teams to deliver high-quality...

Harrison Gray Search has partnered with a West Coast-based family office seeking an Associate on their Client Services team. This new team member will be located in Washington DC. CULTURE OF LEARNING, INCLUSION, AND OUTREACH Our client fosters a welcoming and inclusive culture that values each individual's unique ideas, perspectives, and backgrounds. They...

Job DescriptionJob DescriptionHarrison Gray Search has partnered with a West Coast-based family office seeking an Associate on their Client Services team. This new team member will be located in Washington DC.CULTURE OF LEARNING, INCLUSION, AND OUTREACHOur client fosters a welcoming and inclusive culture that values each individuals unique...