Senior Client Service Associate

Job DescriptionPlanPILOT is a leading retirement plan consulting firm seeking a highly motivated and detail-oriented Senior Client Services Associate to support the day-to-day needs of our clients. As a key member of our Client Services team, you will work closely with our Client Services Manager to ensure timely and high-quality delivery of client...

Senior Client Service Associate Apply Location: Chicago, IL Time Type: Full time Posted on: Posted 3 Days Ago Time left to apply: End Date: December 4, 2024 (24 days left to apply) Job Requisition ID: 2424180 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing...

Job Description How You’ll Make an Impact: The Senior Client Associate will be responsible for driving significant revenue growth and expanding Epsilon's client base. Reporting directly to the Director, Client Management, this role will involve cultivating strong relationships with existing and potential clients, identifying new business...

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Job Summary:As a Senior Client Associate at Brown Brothers Harriman, you will play a critical role in delivering exceptional client service and support to high net worth individuals. You will be responsible for managing client relationships, providing investment advice, and ensuring seamless execution of client transactions. If you have a passion for...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

BCI - Brokerage Consultants Inc is seeking a highly organized and detail-oriented Client Service Associate to support the delivery of exceptional client service. The ideal candidate will have a strong background in financial services and excellent communication skills.Key Responsibilities:Provide operational support to the client service team, including data...

Job OverviewPlanPILOT is a retirement plan consulting firm that provides services to corporations, non-profits, and higher education institutions. Our firm was founded in 2011 and has quickly developed into an industry-leading company within our niche. We celebrate our successes together and pitch in to ensure our clients benefit from our team's best...

About the RoleWe are seeking a skilled Client Service Representative to join our team at Corporation Service Company. As a key member of our Annual Reports Preparation & File team, you will provide exceptional service to our clients and internal stakeholders.Key ResponsibilitiesAs a Client Service Representative, your primary responsibilities will...

Business Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world's best companies. BTG provides just the right on-demand talent needed: remote or on-site, part-time or full-time, individuals or teams. That's why more than 50% of the...

About Marsh McLennan Agency MidwestMarsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by...

Business Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world's best companies. BTG provides just the right on-demand talent needed: remote or on-site, part-time or full-time, individuals or teams. That's why more than 50% of the...

Kargo creates breakthrough cross-screen ad experiences for the world's leading brands and publishers. Everyday, our 600+ employees bring the power of their creativity and diversity to radically raising the bar on what mobile, CTV, AI, social, and eCommerce can do to wow consumers and build businesses. Now 20 years strong, Kargo has offices in NYC, Chicago,...

Kargo creates breakthrough cross-screen ad experiences for the world's leading brands and publishers. Everyday, our 600+ employees bring the power of their creativity and diversity to radically raising the bar on what mobile, CTV, AI, social, and eCommerce can do to wow consumers and build businesses. Now 20 years strong, Kargo has offices in NYC, Chicago,...

As a Health and Benefits Senior Associate, you will contribute to a wide variety of complex projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. You will serve as the lead project manager on select projects, interface with vendors and key clients internally and externally, create client...

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Client Service, Associate, Financial Advisor, Client Associate, Service, Management, Retail

About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with a strong presence across the country. We are a growing Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment...