Client Service Associate

Job Title: Registered Client Service AssociateAbout the Role:Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice. The ideal candidate will possess superior interpersonal and multi-tasking skills, with the ability to operate...

Job Title: Registered Client Service AssociateAbout the Role:Oppenheimer & Co. Inc. is seeking a skilled Registered Client Service Associate to support our Private Client Division in their Florham Park branch office.Key Responsibilities:Support Financial Advisors in sales, marketing, and daily operations of a growing wealth management practice.Operate...

Who 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, investment banking (both corporate and...

Who 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, investment banking (both corporate and...

Client Care SpecialistWe're seeking a dedicated and passionate Client Care Specialist to join our team at Massage Envy. As a key member of our team, you'll play a vital role in delivering exceptional customer experiences and helping our clients achieve their wellness goals.Key Responsibilities:Provide outstanding customer service and ensure every client...

TalentWealth Recruiting, a boutique recruiting firm focusing on financial services positions, is assisting an independent financial advisory practice in Villa Park, IL in hiring a Client Service Associate (Registered, or non-Registered). Job Overview The Client Services Associate provides exceptional client service and support to our team of financial...

TalentWealth Recruiting, a boutique recruiting firm focusing on financial services positions, is assisting an independent financial advisory practice in Villa Park, IL in hiring a Client Service Associate (Registered, or non-Registered).Job Overview The Client Services Associate provides exceptional client service and support to our team of financial...

About the RoleCitrin Cooperman & Co LLP is seeking a highly skilled Tax Director to join our Private Client Services team. As a Tax Director, you will be responsible for providing exceptional client service and leading a team of professionals in delivering high-quality tax services to our clients.Key ResponsibilitiesLead a team of tax professionals in...

Citrin Cooperman Advisors LLC is seeking a highly skilled Tax Manager to join our Private Client Services team in Florham Park. As a key member of our team, you will be responsible for providing exceptional client service, reviewing income tax projections, tax workpapers, and tax returns for individuals and fiduciary clients.Key Responsibilities:Review and...

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 1,800 employees in 18 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective,...

Citrin Cooperman Advisors LLC is a leading professional services firm seeking a highly skilled Tax Manager to join our Private Client Services team. As a Tax Manager, you will be responsible for providing exceptional client service and ensuring the timely and accurate preparation of individual and fiduciary tax returns.Responsibilities:Review and prepare...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Job Description:Ensure all your application information is up to date and in order before applying for this opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and...

The Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in...

Job Title: Client Service AssociateAbout the Role:This is an exciting opportunity to join Oppenheimer & Co. Inc. as a Client Service Associate. As a key member of our team, you will play a vital role in supporting the sales, marketing, and day-to-day operations of our growing branch.Key Responsibilities:• Produce high-quality analytical reports using...

Job Opportunity at Oppenheimer & Co.We are seeking a highly motivated and detail-oriented individual to join our team as a Client Service Associate. This role offers a unique opportunity to learn and grow in the investment world, working closely with our experienced professionals to support the sales, marketing, and day-to-day operations of our growing...

SummaryThe Client Service Associate acts as a liaison between client, portfolio manager, custodian, and the operations and reconciliation departments.This is a hybrid role, 3 days in office and 2 days remote. ResponsibilitiesRespond and resolve client requests/inquires on a timely basis.Monitor new accounts, set-up, closing accounts, and transfers.Oversee...

This is an in-office position. The locations are Orlando/ Winter Park or Lakeland, FL Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, Client Service, Brokerage, Financial Advisor, Associate, Registered, Broker, Retail

Ascension Global Staffing & Executive Search is a leading national recruiting firm dedicated to identifying and attracting top talent across the nation. Our firm is committed to diversity and inclusion, and we pride ourselves on creating an environment that fosters success for both employers and candidates.Job Summary: Our client, a global law firm, is...

Summary The Client Service Associate acts as a liaison between client, portfolio manager, custodian, and the operations and reconciliation departments. This is a hybrid role, 3 days in office and 2 days remote. Responsibilities Respond and resolve client requests/inquires on a timely basis. Monitor new accounts, set-up, closing accounts, and transfers....