Client Service Associate

The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individ Client Service, Associate, Portfolio Manager, Financial Planning, Accounting, Service, Retail

Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Client Service Associate (Birmingham, MI) Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and...

Are you detail-oriented and proactive? If you are seeking a role that emphasizes precision and quality, the position of Client Service Associate at RFG Advisory may align with your career aspirations.About RFG Advisory: We are dedicated to empowering independent financial advisors, enhancing their ability to provide exceptional client experiences and...

Job DescriptionJob DescriptionWho 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,...

Client Support SpecialistsIf you have a passion for delivering outstanding customer service and thrive in a collaborative team atmosphere, OnTime Service is the ideal workplace for you. We prioritize our team members by offering flexible scheduling to accommodate family needs and providing recognition and support for your efforts.As a Client Support...

Position: Client Support AssociateCompany: Circle K Stores, Inc.Location: Not specifiedAvailability:Flexible scheduling for various shifts.Overview:We are seeking a dedicated Client Support Associate to enhance our customer engagement. If you possess a passion for assisting customers and thrive in a dynamic environment, this role is ideal for you.Key...

About the JobSteadmont Advisors, an independent wealth management firm in Birmingham, AL, is seeking an organized, reliable, motivated professional with superior attention to detail to fulfill the role of Client Relations Associate. This candidate will work within a dynamic entrepreneurial environment to deliver seamless and integrated results for our...

About the JobSteadmont Advisors, an independent wealth management firm in Birmingham, AL, is seeking an organized, reliable, motivated professional with superior attention to detail to fulfill the role of Client Relations Associate. This candidate will work within a dynamic entrepreneurial environment to deliver seamless and integrated results for our...

About the JobSteadmont Advisors, an independent wealth management firm in Birmingham, AL, is seeking an organized, reliable, motivated professional with superior attention to detail to fulfill the role of Client Relations Associate. This candidate will work within a dynamic entrepreneurial environment to deliver seamless and integrated results for our...

SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

Domino's Franchise - Customer Service AssociateWe are excited to welcome new Customer Service Associates to our growing team. If you possess a warm demeanor and outstanding customer service abilities, we encourage you to consider this opportunity.Key Responsibilities:Welcome and assist customers with their selectionsHandle incoming calls and provide...

Client Support SpecialistsIf you have a passion for delivering outstanding customer service and thrive in a collaborative team atmosphere, OnTime Service is the ideal workplace for you. We prioritize our team members by offering flexible scheduling options to accommodate personal commitments while providing recognition and support for your dedication.As a...

Client Support SpecialistsIf you have a passion for delivering outstanding customer support and thrive in a collaborative team atmosphere, OnTime Service is the ideal workplace for you. We prioritize our team members by offering flexible scheduling to accommodate personal commitments while providing recognition and support for your efforts.As a Client...

Customer Service RepresentativeJob Category: ISALES Requisition Number: CUSTO001584Position Overview: Drive sales and enhance profitability through consistent engagement with existing low-volume clients and potential customers. Strengthen and nurture current client relationships, ensuring their satisfaction and the financial success of the company....

Job Functions, Duties, Responsibilities and Position Qualifications:Job DescriptionMulti-tasking is your middle name. You've got great typing skills, a passion for solving problems, and a way of explaining things that helps people feel valued. You're also looking for great benefits, the support of an all-star team, and an opportunity to grow your career.Join...

Job Functions, Duties, Responsibilities and Position Qualifications: Job Description Multi-tasking is your middle name. Youve got great typing skills, a passion for solving problems, and a way of explaining things that helps people feel valued. Youre also looking for great benefits, the support of an all-star team, and an opportunity to grow your career....

Job Functions, Duties, Responsibilities and Position Qualifications:Job DescriptionMulti-tasking is your middle name. You’ve got great typing skills, a passion for solving problems, and a way of explaining things that helps people feel valued. You’re also looking for great benefits, the support of an all-star team, and an opportunity to grow your...

Job Functions, Duties, Responsibilities and Position Qualifications:Job DescriptionMulti-tasking is your middle name. You’ve got great typing skills, a passion for solving problems, and a way of explaining things that helps people feel valued. You’re also looking for great benefits, the support of an all-star team, and an opportunity to grow your...

About the Role:This Client Service Onboarding Specialist will be responsible for ensuring a seamless onboarding experience for our clients. The ideal candidate will have excellent organizational skills, be able to build strong relationships with clients and prospects, and have a strong attention to detail.Key Responsibilities:Prepare all necessary paperwork...

Job DescriptionJob DescriptionWealth Strategies, LLC is a financial planning firm looking to hire an organized, detail-oriented person who enjoys helping people and problem-solving.  The person in this position provides support to the advisors and associates by preparing paperwork and reports for clients, submitting and following up on the paperwork,...