Brokerage Registered Client Service Associate

ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research...

ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research...

Summary Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining...

Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? If so, LPL's Newport Beach branch is the place for youLPL...

Who We Are:Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance.Job...

Job DescriptionJob DescriptionWho We Are:Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services with an emphasis on providing premier financial...

Who We Are: Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance. Job...

Ardent Global Logistics is a leading provider of freight forwarding and logistics services. We are looking for a driven and experienced Customs Brokerage Manager to help us grow our customs brokerage and customs compliace business with Global Key Accounts. You will have a greenfield opportunity to help grow the brokerage business unit. he points below...

Are you a detail-oriented superstar who loves to stay organized and manage multiple priorities? Are you a master communicator who can explain complex information in a clear and concise way? Do you enjoy working closely with advisors and clients to deliver personalized service and solutions? Are you excited about the opportunity to work with cutting-edge...

Are you a detail-oriented superstar who loves to stay organized and manage multiple priorities? Are you a master communicator who can explain complex information in a clear and concise way? Do you enjoy working closely with advisors and clients to deliver personalized service and solutions? Are you excited about the opportunity to work with cutting-edge...

Ardent Global Logistics Virginia Beach, VA Full-time Ardent Global Logistics is a leading provider of freight forwarding and logistics services. We are looking for a driven and experienced Customs Brokerage Manager to help us grow our customs brokerage and customs compliace business with Global Key Accounts. You will have a greenfield opportunity to help...

Job DescriptionJob DescriptionArdent Global LogisticsVirginia Beach, VAFull-timeArdent Global Logistics is a leading provider of freight forwarding and logistics services. We are looking for a driven and experienced Customs Brokerage Manager to help us grow our customs brokerage and customs compliace business with Global Key Accounts. You will have a...

Job DescriptionJob DescriptionArdent Global LogisticsVirginia Beach, VAFull-timeArdent Global Logistics is a leading provider of freight forwarding and logistics services. We are looking for a driven and experienced Customs Brokerage Manager to help us grow our customs brokerage and customs compliace business with Global Key Accounts. You will have a...

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, friendly and efficient manner,...

Job DescriptionJob DescriptionNorth Palm Beach brokerage firm is seeking a Financial Advisor Support Associate to add to their dynamic team.Job Responsibilities:- Handle inbound and outbound calls from clients and candidates- Schedule interviews and onsite visits between clients and candidates- Provide administrative support such as data entry, filing,...

Job DescriptionJob DescriptionNorth Palm Beach brokerage firm is seeking a Financial Advisor Support Associate to add to their dynamic team.Job Responsibilities:- Handle inbound and outbound calls from clients and candidates- Schedule interviews and onsite visits between clients and candidates- Provide administrative support such as data entry, filing,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Job DescriptionBridge Specialty Insurance Brokerage, a subsidiary of Brown & Brown, Inc. seeks a dynamic Associate Broker to join our Dayton Beach, FL team.This is a rare opportunity to join and work directly with an...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Job DescriptionBridge Specialty Insurance Brokerage, a subsidiary of Brown & Brown, Inc. seeks a dynamic Associate Broker to join our Dayton Beach, FL team.This is a rare opportunity to join and work directly with an...

Seeking a client service associate to join a large and growing Registered Investment Advisor. This is a unique opportunity to get your foot in the door You will be responsible for supporting the firms Portfolio Managers. Ensuring the smooth functioning of all non-trading processes. You will thrive in a fast paced environment and enjoy dealing with clients,...

Seeking a client service associate to join a large and growing Registered Investment Advisor. This is a unique opportunity to get your foot in the door You will be responsible for supporting the firm’s Portfolio Managers. Ensuring the smooth functioning of all non-trading processes. You will thrive in a fast paced environment and enjoy dealing with...