Client Service Associate- Managed Accounts

Job DescriptionThe Client Service Associate will provide exceptional customer service and support to clients, portfolio managers, custodians, and internal departments. This role requires excellent organizational skills, attention to detail, and the ability to work effectively under pressure.The ideal candidate will have:A Bachelor's degree in business,...

Job SummaryThe Client Service Associate plays a vital role in ensuring seamless communication between clients, portfolio managers, custodians, and internal departments. This dynamic position requires excellent organizational skills, attention to detail, and the ability to work effectively under pressure.This hybrid role offers a unique blend of in-office and...

This is an in-office position. The locations are Orlando/ Winter Park or Lakeland, FL Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, Client Service, Brokerage, Financial Advisor, Associate, Registered, Broker, Retail

TalentWealth Recruiting, a boutique recruiting firm focusing on financial services positions, is assisting an independent financial advisory practice in Villa Park, IL in hiring a Client Service Associate (Registered, or non-Registered).Job Overview The Client Services Associate provides exceptional client service and support to our team of financial...

TalentWealth Recruiting, a boutique recruiting firm focusing on financial services positions, is assisting an independent financial advisory practice in Villa Park, IL in hiring a Client Service Associate (Registered, or non-Registered). Job Overview The Client Services Associate provides exceptional client service and support to our team of financial...

Job OverviewTiger Tracks, a fast-growing digital advertising agency, seeks an experienced Account Manager to join our team. As a key member of our client-facing team, you will be responsible for managing a portfolio of top-tier clients and driving their digital marketing success.This is an exciting opportunity to leverage your expertise in Google and Meta...

Job DescriptionJob DescriptionAccounting Manager or Strong Senior Accountant, Multiple Divisional Corporation, Maitland/Winter Park, reply to https://jobot.com/apply/accounting-manager/839740894?utm_source=ZipRecruiterThis Jobot Job is hosted by: David HyonAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary:...

The Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in...

Job OverviewWe are seeking an experienced Food Service Operations Manager to oversee the day-to-day operations of our corporate dining account. As a key member of our team, you will be responsible for managing and leading a team of associates to deliver exceptional customer experiences.About Levy:Levy is a leading presence in the Food, Beverage, and Retail...

The Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in...

Join IV Nutrition as a Client Service Associate - Where Wellness Meets Exceptional Service!Are you personable, approachable, and tech-savvy? Do you love creating meaningful connections while delivering outstanding customer experiences?At IV Nutrition, we're on a mission to help people feel their best-and we need a Client Service Associate who's passionate...

Do you want to join a fast-paced growing organization that values their customers, communities, and employees? Join our thriving firm today! We are searching for dedicated leaders who are full of positivity, excitement and are always up to new challenges. MC Management is a leading Business Consulting and Management Firm in the Orlando area. The Management...

Do you want to join a fast-paced growing organization that values their customers, communities, and employees? Join our thriving firm today!  We are searching for dedicated leaders who are full of positivity, excitement and are always up to new challenges. M. Coast is a leading Business Consulting and Management Firm in the Orlando area. The Management...

Role OverviewWe are seeking a highly motivated and organized individual to join our team as a Client Service Associate. In this role, you will serve as a liaison between clients, portfolio managers, custodians, and internal departments, ensuring seamless communication and exceptional customer service.Your key responsibilities will include:Managing client...

About the Role: We are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will be responsible for managing client relationships, responding to client inquiries, and resolving issues on a timely basis.Responsibilities:Act as a liaison between clients, portfolio managers, custodians, and...

Job DescriptionJob DescriptionAccounts Receivable Manager, Construction, Winter Park, FL, reply to https://jobot.com/apply/accounts-receivable-manager/1125115123?utm_source=ZipRecruiterThis Jobot Job is hosted by: David HyonAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $60,000 - $85,000 per yearA bit about...

About the RoleWe are seeking a detail-oriented Financial Manager to oversee our corporate accounting functions, including accounts payable, accounts receivable, general ledger, and taxes.As a key member of our finance team, you will be responsible for coordinating tasks with the team, managing the monthly, quarterly, and year-end close process, and...

Do you believe that all it takes is a little communication and a smile to solve most problems? Are you passionate about introducing solutions to clients they haven't even been aware of? Are you ready to grow your career and work for a company that you believe in? Three times yes? Then we need to meet you! MC Management is looking for a Client Support Trainee...

Job Overview: GTM Payroll Services Inc is seeking a highly motivated Client Service Specialist to join our team. As an Insurance Associate, you will be responsible for providing exceptional client service, supporting account managers, and assisting with policy applications, renewals, and amendments.Key Responsibilities:Provide client guidance on claims...

Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...