Client Service Associate

TalentWealth Recruiting , a boutique financial services recruiting firm, is recruiting for an exciting opportunity.An independent RIA with over $600MM AUM based in Northville, MI is hiring a Client Service Associate to their growing team.Our client is seeking a polished and organized professional with some experience in all areas of client and advisor...

Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20 B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary busine Client Service, Associate, Advisor, Wealth, Service, Diversity, Retail

Who We AreDo you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...

Who We AreDo you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...

Job DescriptionJob DescriptionOur client - a Fortune 100 investment firm in New York, NY - is looking for Registered Client Service Associate with a strong interest in investment banking company to interview and start immediately.Job Title: Registered Client Service AssociateLocation: New York, NY (Onsite)Salary: $80k to $110KSeries 7 (GS), and Series 66...

Our client is a successful wealth management firm seeking an experienced Senior Client Service Associate for their firm in New York, New York. Qualified candidates must demonstrate experience with HNW client services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment. Candidates with operations...

Start Dates Available: Summer 2024Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact with a clear career path ahead of you? If so, our Associate Program is the right choice for you.About AlphaSightsWe bring together some of the most ambitious people from around the globe to work with the leading investment...

Start Dates Available: January 2025Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact with a clear career path ahead of you? If so, our Associate Program is the right choice for you.About AlphaSightsWe bring together some of the most ambitious people from around the globe to work with the leading...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right...

**Qualifications**: Knowledge of investment and portfolio administration such as fund transfers and withdrawals, RMDs, capital gains, and losses, calculation of stepped-up cost basis, ACATs, new account documentation, and classification of securities. Experience with the Fidelity custodial platform is preferred. **Responsibilities**: - Engage and promptly...

The Billing Associate position is an integral part of a 5-person team. The role is central within the organization and is responsible for handling the billing for our clients, as well as collaborating with peers within and outside of the organization Client Service, Billing, Associate, Service, Payment Processing, Retail, Client

United States - New York - Business development, Business management, administration and support, Client advisory / Relationship management, Financial Advisors, Management and Business Support, Operations - Global Wealth Management **Job Reference #** - 293845BR **City** - New York **Job Type** - Full Time **Your role** - Are you truly service oriented?...

Summary: Financial Plan ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties And...

Your role As clients' first point of contact for private banking services and account administration, our CSAs are experienced across a broad range of topics including cash management, banking solutions, and account maintenance. We're Looking for a Client Associate To: * Act as a Relationship Manager for Ultra High Net Worth clients with complex estate...

APN Consulting has an immediate need for a direct client requirement: Job Title: Client Operations Associate Location: Remote Duration: 3-6 Months Position Summary: The Client Operations Associate (Contractor) is primarily assigned to assist the Client Operations Management Team in handling tasks that will support the success of the client and client...

APN Consulting has an immediate need for a direct client requirement: Job Title: Client Operations Associate Location: Remote Duration: 3-6 Months Position Summary: The Client Operations Associate (Contractor) is primarily assigned to assist the Client Operations Management Team in handling tasks that will support the success of the client and client...

APN Consulting has an immediate need for a direct client requirement: Job Title: Client Operations Associate Location: Remote Duration: 3-6 Months Position Summary: The Client Operations Associate (Contractor) is primarily assigned to assist the Client Operations Management Team in handling tasks that will support the success of the client and client...

APN Consulting has an immediate need for a direct client requirement: Job Title: Client Operations Associate Location: Remote Duration: 3-6 Months Position Summary: The Client Operations Associate (Contractor) is primarily assigned to assist the Client Operations Management Team in handling tasks that will support the success of the client...