Client Services Associate

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...

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...

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...

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: ...

Defining the Team Larson Financial Group (LFG) specializes in creating and nurturing relationships with medical professionals to achieve their financial goals. Our firm prides itself on living our core values, Goal Oriented, Servant Leadership and Warrior Spirit, with an emphasis on family! Our team embodies the entrepreneurial spirit, is confident, believes...

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...

Job DescriptionJob DescriptionDefining the TeamLarson Financial Group (LFG) specializes in creating and nurturing relationships with medical professionals to achieve their financial goals. Our firm prides itself on living our core values, Goal Oriented, Servant Leadership and Warrior Spirit, with an emphasis on family! Our team embodies the entrepreneurial...

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...

Job Title: Private Client Services AssociateAmerant Bank is seeking a highly skilled Private Client Services Associate to provide exceptional service to our high-net-worth customers.Key Responsibilities:Provide personalized customer service to assigned portfolio of high-net-worth customers.Process transactions and ensure timely resolution of customer...

Private Client Services AssociateThe Private Client Services Associate provides superior service levels to their assigned portfolio of high-net-worth customers to strengthen customer loyalty and increase retention. Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for this client segment Ensure...

Private Client Services AssociateThe Private Client Services Associate provides superior service levels to their assigned portfolio of high-net-worth customers to strengthen customer loyalty and increase retention.Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for this client segmentEnsure...

Firm OverviewStar Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii)...

Firm OverviewStar Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii)...

Firm Overview Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (LMM), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii)...

Firm OverviewStar Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii)...

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...