Brokerage client assistant

Randstad Strategic Accounts is looking for a business professional with a knowledge and proficiency working in the banking industry. We have a role that we are looking to fill for a contract position with a top tier bank in the financial industry. If Brokerage, Assistant, Broker, Client, Banking, Staffing

About 360 FinancialWe are a dynamic and innovative wealth management and financial planning firm dedicated to helping clients achieve their financial goals. With over 29 years of experience, we serve over 1,200 families and manage over $600 million in assets.Job DescriptionWe are seeking a highly skilled and organized Senior Administrative Assistant to join...

Job SummaryJob DescriptionWhat is the opportunity?As a Client Associate at RBC Wealth Management, you will play a critical role in supporting financial advisors and clients. You will be responsible for providing exceptional client service, managing administrative tasks, and ensuring compliance with regulatory requirements. This is an excellent opportunity to...

Essential Duties and Responsibilities:Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.Works both independently and within a dynamic team environment to provide...

Essential Duties and Responsibilities:Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.Works both independently and within a dynamic team environment to provide...

Essential Duties and Responsibilities:Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.Works both independently and within a dynamic team environment to provide...

Job OverviewWaycrosse, Inc. is a single-family office based in Wayzata, MN, providing comprehensive wealth management services to clients. We are seeking an Investment Accountant to join our team.The successful candidate will be responsible for the timely entry and reconciliation of holdings, transactions, and values of assigned brokerage and asset accounts....

Job SummaryThe Office Assistant/Process Service Specialist is a key role at Lexitas Legal, responsible for delivering exceptional client experiences through daily email correspondence and data entry management. This position plays a vital part in the onboarding process, ensuring new clients are seamlessly integrated into our systems. The ideal candidate will...

Job SummaryThe Office Assistant/Process Service Specialist is responsible for providing exceptional client service through daily email correspondence and data entry management.Key ResponsibilitiesManage data entry requirements, including entering notices, new attorneys/firms, resources, locations, and client preferences.Responsible for timely send out of...

Are you looking to join and learn about the Financial Services world? Do you think about working in and learning more about the financial services industry? Do you enjoy working directly with clients? Do you enjoy managing email and calendaring for a firm founder? Are you skilled at meeting new people and making them feel welcome? Are you interested in...

Are you looking to join and learn about the Financial Services world? Do you think about working in and learning more about the financial services industry? Do you enjoy working directly with clients? Do you enjoy managing email and calendaring for a firm founder? Are you skilled at meeting new people and making them feel welcome? Are you interested in...

Are you looking to join and learn about the Financial Services world? Do you think about working in and learning more about the financial services industry? Do you enjoy working directly with clients? Do you enjoy managing email and calendaring for a firm founder? Are you skilled at meeting new people and making them feel welcome? Are you interested in...

Are you looking to join and learn about the Financial Services world? Do you think about working in and learning more about the financial services industry? Do you enjoy working directly with clients? Do you enjoy managing email and calendaring for a firm founder? Are you skilled at meeting new people and making them feel welcome? Are you interested in...

Are you looking to join and learn about the Financial Services world? Do you think about working in and learning more about the financial services industry? Do you enjoy working directly with clients? Do you enjoy managing email and calendaring for a firm founder? Are you skilled at meeting new people and making them feel welcome? Are you interested in...

Job Title: Administrative Assistant Client: Food and Agriculture industry Duration: 6 Months contract (Temp to hire) Pay Rate: $28/hr Shift: Monday-Friday 8am-5pm Remote (CST) Responsibilities: The Administrative Assistant 2 will provide moderately complex, varied-to-routine administrative and clerical support. We seek a professional who will coordinate,...

Job DescriptionWe are seeking a highly skilled Commercial Account Manager to lead our commercial department at Maverick Risk Partners Inc.Our approach to risk management is centered around building strong relationships with our clients and providing innovative solutions that go beyond traditional insurance practices.We empower our clients to navigate...

Job Title: Insurance ProducerJob Summary:Drilling Insurance Agency is seeking an experienced Insurance Producer to join our team. As an Insurance Producer, you will be responsible for building and maintaining relationships with clients, assessing their insurance needs, and providing tailored solutions.Key Responsibilities:Client Consultation: Engage with...

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.We invite you to view the opportunity below.As a Private...

Job Description:Randstad Strategic Accounts is seeking a business professional with expertise in the banking industry to fill a contract position with a top-tier bank in the financial sector.Key Responsibilities:Assist in business development and client managementProvide support for banking industry operationsCollaborate with cross-functional teams to...

Club Pilates Wayzata  Instructor Job Description COMPANY OVERVIEW: Club Pilates offers group reformer classes in various formats and levels to accommodate everyone seeking to learn Pilates and hone their fitness expertise. Club Pilates is a well-established, nation-wide brand, committed to providing affordable and accessible Pilates to the community. Club...