Client Service Associate

Client Service AssociateWe are seeking a highly motivated and experienced Client Service Associate to join our dynamic team at Phaxis. The ideal candidate will have a proven track record in financial services, with a passion for delivering exceptional client service in a fast-paced environment.Key Responsibilities:Manage new account setup, handle change...

We are seeking a motivated Client Service Associate to join our dynamic team. The ideal candidate will have experience in financial services (RIA/Broker Dealer) and a passion for delivering exceptional client service in a team-oriented environment. PLEASE NOTE: this is a contract role Key Responsibilities: Manage new account setup, handle change requests,...

We are seeking a motivated Client Service Associate to join our dynamic team. The ideal candidate will have experience in financial services (RIA/Broker Dealer) and a passion for delivering exceptional client service in a team-oriented environment.PLEASE NOTE: this is a contract role Key Responsibilities:Manage new account setup, handle change requests, and...

About the RoleWe are seeking a highly skilled Client Service Associate to join our operations team at Ameriprise Financial. As a key member of our team, you will play a vital role in supporting our advisors and clients by providing exceptional service and support.Key ResponsibilitiesAssist advisors in servicing clients, including preparing financial plans,...

Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model...

About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Ameriprise Financial. As a Client Service Associate, you will play a critical role in providing dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial...

Job OverviewWe are seeking a highly skilled Client Service Associate to join our team at Raymond James Financial. As a key member of our independent financial advisor network, you will play a vital role in delivering exceptional personalized customer service and building strong client relationships.Key ResponsibilitiesDeliver exceptional customer service,...

Job OverviewWe are seeking a highly skilled Client Service Associate to join our team at Raymond James Financial. As a key member of our independent financial advisor network, you will play a vital role in delivering exceptional personalized customer service and building strong client relationships.Key ResponsibilitiesDeliver exceptional personalized...

Job Title: Registered Client Service AssociateWedbush Securities is a leading securities firm and investment bank, providing innovative financial solutions through its Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. With over 100 offices and more than 80 correspondent offices, the company is headquartered in Los...

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...

Private Wealth Management (PWM) Universal Assistant is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. Working within delegated authority a Client Service, Associate, Retail, Banking, Client, Skills

Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 3+ month contract role in either New York City or Seattle. This role is hybrid and will be onsite for 3 days a week. Summary The Client Service team partners with the portfolio management team, operations, trading and distribution to...

LOCATION: SEATTLE, WAWe are seeking a full-time Client Associate to join our team. You will work with a team of wealth management professionals and other Laird Norton Wetherby (LNW) team members to provide excellent service to our internal and external clients.Your Role and ResponsibilitiesAs a member of the Client Services team, the Client Associate will...

LOCATION: SEATTLE, WA We are seeking a full-time Client Associate to join our team. You will work with a team of wealth management professionals and other Laird Norton Wetherby (LNW) team members to provide excellent service to our internal and external clients. Your Role and ResponsibilitiesAs a member of the Client Services team, the Client Associate will...

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client...

About the RoleThe Client Service team is a key component of Invesco's boutique office in downtown Seattle. As a Client Service Associate, you will partner with the portfolio management team, operations, trading, and distribution to deliver exceptional service to our clients.Key ResponsibilitiesCollaborate with cross-functional teams to provide best-in-class...

Key Responsibilities:Drive the flow of clients and pets through the hospital to maximize productivity.Ensure effective communication with associates and clients to deliver exceptional service.Support the veterinary medical team in providing high-quality care to clients and their pets.About the Role:The Client Service Coordinator plays a vital role in...

About the Company: Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on delivering personalized solutions, they offer various services, including fiduciary services, investment management, philanthropic advisory, and family office support.About...

About the Company: Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on delivering personalized solutions, they offer various services, including fiduciary services, investment management, philanthropic advisory, and family office support.About...

About the Company: Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on delivering personalized solutions, they offer various services, including fiduciary services, investment management, philanthropic advisory, and family office support.About...