Client Service Associate

About Alera GroupAlera Group is a dynamic and innovative company that specializes in retirement plan consulting. We are dedicated to helping our clients secure their financial future and provide exceptional service to their employees.Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client...

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.Registered Client Service AssociateOppenheimer & Co. Inc. is a well-established financial services firm, providing a broad spectrum of...

About Alera Group, Inc.Alera Group, Inc. is a leading provider of retirement plan consulting services. We are seeking a highly skilled and motivated individual to join our team as a Client Service Associate.Key Responsibilities:Client Support: Collaborate with our retirement plan advisors to provide exceptional service to our clients, ensuring their needs...

About the RoleFulton Bank is seeking a highly skilled and detail-oriented Client Services Associate to join our team. As a key member of our financial services team, you will be responsible for providing exceptional operational support to our Financial Advisors and their clients.Key ResponsibilitiesProvide daily administrative support to assigned Financial...

About Alera GroupAlera Group is a leading provider of retirement plan consulting services, dedicated to helping organizations achieve their financial goals. As a Client Service Associate, you will play a critical role in delivering exceptional service to our clients and their employees.Key ResponsibilitiesClient Support Excellence: Collaborate with our...

Job Description Are you passionate about helping others secure their financial future? Join our dynamic Retirement Plan Consulting team as a Client Service Associate and make a meaningful impact on the financial well-being of our clients and their employees!Duties and Responsibilities: Client Support Excellence: Collaborate with our retirement plan...

Client Support Services Associate at Capital GroupIn the role of Client Support Services Associate at Capital Group, you will play a crucial part in managing incoming investor communications, efficiently scanning and interpreting various document types for appropriate routing, and accurately classifying and indexing documents within the imaging system for...

About the RoleWe are seeking a highly skilled Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group, Inc. As a key member of our team, you will play a vital role in providing exceptional service to our clients and their employees.Key ResponsibilitiesClient Support Excellence: Collaborate with our retirement plan advisors...

Position OverviewThe Virginia Beach SPCA (VBSPCA) is a well-established nonprofit organization dedicated to providing vital pet services to the Hampton Roads community. Our mission encompasses animal sheltering and adoptions, affordable veterinary care, and humane education, all aimed at fostering a more compassionate and responsible community by alleviating...

Job OverviewClient Relations Sales AssociateBenefits/PerksAttractive Compensation PackagePaid LeaveOpportunities for Career AdvancementPosition SummaryWe are looking for a Client Relations Sales Associate to enhance our customer engagement efforts. In this position, you will interact with clients to assess their requirements, handle inquiries, address...

Client Service Associate | Newport Beach, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment...

Job OverviewAmeriprise Financial, a reputable and expanding financial advisory firm, is on the lookout for a dedicated and licensed Paraplanner. Our mission is to empower individuals and families to navigate their financial futures with confidence through comprehensive planning and investment strategies.Role Summary:The Paraplanner will play a crucial role...

Job OverviewWe are seeking a highly skilled and detail-oriented individual to join our team as a Client Services Associate. This role will be responsible for providing exceptional customer service, administrative support, and operational assistance to our team.Key ResponsibilitiesCustomer Service: Serve as the primary point of contact for clients, providing...

Job DescriptionJob DescriptionDescription:Whitbeck Bennett is looking for a friendly, professional, and welcoming, client services specialist/admin who can handle multiple aspects of client relations at our firm. As the person responsible for making a great first impression, this position is one of the most important roles in our office. In this position,...

Client Service Associate Strategic Asset Management (SAM) Group SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate. This position requires excellent customer service and problem-solving skills which helps the candidate...

Client Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...

Client Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...

Client Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...

Job OverviewWe are seeking a highly skilled and detail-oriented individual to join our team as a Client Services Associate. This role will be responsible for providing exceptional customer service, administrative support, and operational coordination to ensure the smooth day-to-day functioning of our office.Key ResponsibilitiesCustomer Service: Serve as the...

ClientOur client is a real estate investment management firm specializing in Single Family Rental (SFR) investments. The team of professionals is comprised of capital markets experts, single-family acquisition specialists, fund managers with proven track records of creating stable, yield producing investment products and asset managers focused on...