Registered Client Service Associate

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values...

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...

Client Service Associate RoleThe Client Service Associate plays a vital role in providing exceptional support to BT Wealth Advisors’ clients. This position requires a high level of professionalism, efficiency, and courtesy in managing client relationships and ensuring seamless operations.Key Responsibilities:Provide top-notch client service and...

Job Title: Client Service AssociateWe are seeking a highly skilled Client Service Associate to join our team at LHH Recruitment Solutions. As a Client Service Associate, you will play a critical role in providing primary support to our Wealth Management Group.Key Responsibilities:Maintain various aspects of client accounts, including opening new accounts,...

Client Services Associate LHH Recruitment is hiring for a Client Services Associate in the Tampa, FL area. Our client is searching for a Client Service Associate with a preferred SIE, Series 7, and Series 66 licenses to provides primary support to the Wealth Management Group. Position Responsibilities and Essential Functions: Maintains various aspects of...

Client Services Associate LHH Recruitment is hiring for a Client Services Associate in the Tampa, FL area. Our client is searching for a Client Service Associate with a preferred SIE, Series 7, and Series 66 licenses to provides primary support to the Wealth Management Group. Position Responsibilities and Essential Functions: Maintains various aspects of...

Client Services AssociateLHH Recruitment is hiring for a Client Services Associate in the Tampa, FL area. Our client is searching for a Client Service Associate with a preferred SIE, Series 7, and Series 66 licenses to provides primary support to the Wealth Management Group. Position Responsibilities and Essential Functions:Maintains various aspects of...

Client Services AssociateLHH Recruitment is hiring for a Client Services Associate in the Tampa, FL area. Our client is searching for a Client Service Associate with a preferred SIE, Series 7, and Series 66 licenses to provides primary support to the Wealth Management Group. Position Responsibilities and Essential Functions:Maintains various aspects of...

Restoration Hardware - JobID: 33387 [Retail Associate / Team Member] As a Client Services Associate at Restoration Hardware, you'll: Assist clients in selecting and purchasing products; Provide exceptional customer service by addressing inquiries and resolving issues; Maintain a clean and organized store environment; Process transactions accurately and...

Job Title: Client Service AssociateWe are seeking a highly skilled Client Service Associate to join our team at LHH Recruitment Solutions. As a key member of our Wealth Management Group, you will provide primary support to our Financial Advisors and play a critical role in maintaining client relationships.Key Responsibilities:Maintain client accounts,...

Job Title: Client Services AssociateLHH Recruitment is seeking a highly skilled Client Services Associate to join our team in the Tampa, FL area. As a key member of our Wealth Management Group, you will provide primary support to our Financial Advisors and clients.Key Responsibilities:Maintain client accounts, including opening new accounts, processing...

Job Title: Client Services AssociateStar Mountain is a leading private investment firm focused on the lower middle-market. We are seeking a highly professional Client Services Associate to join our Business Development, Investor Relations, and Client Services team.Job Responsibilities:Manage post-transaction activities, ensuring seamless and prompt...

Client Service AssociateSummary of ExpectationsThe Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all...

Client Service AssociateSummary of ExpectationsThe Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all...

Client Service AssociateSummary of ExpectationsThe Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all...

Client Service AssociateSummary of ExpectationsThe Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all...

Career Opportunities with Oppenheimer & Co. Inc.A leading middle-market investment bank and full-service broker-dealer, Oppenheimer & Co. Inc. offers a dynamic work environment with a range of career opportunities.About the RoleWe are seeking a highly skilled Client Service Associate to join our Private Client Division in Tampa. As a key member of our team,...

Job Title: Client Services AssociateWe are seeking a highly skilled Client Services Associate to join our team at Star Mountain Capital. As a key member of our Business Development, Investor Relations, and Client Services team, you will be responsible for managing post-transaction activities, ensuring seamless communication, and fostering strong...

Job SummaryCary Street Partners is seeking a highly organized and detail-oriented Client Service Associate to provide primary support to the Wealth Management Group. The ideal candidate will possess excellent interpersonal skills and the ability to effectively interact with employees, clients, and vendors.Key ResponsibilitiesMaintain confidential and...

Job SummaryCary Street Partners is seeking a highly organized and detail-oriented Client Service Associate to provide primary support to the Wealth Management Group. The ideal candidate will possess excellent interpersonal skills and the ability to effectively interact with employees, clients, and vendors.Key ResponsibilitiesMaintain confidential and...