Client Service Associate

About the RoleWe are seeking a skilled Client Service Representative to join our team at Corporation Service Company. As a key member of our Annual Reports Preparation & File team, you will provide exceptional service to our clients and internal stakeholders.Key ResponsibilitiesAs a Client Service Representative, your primary responsibilities will...

About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with a strong presence across the country. We are a growing Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment...

Job SummaryThe Client Service Associate plays a vital role in supporting our Financial Advisors in delivering exceptional client experiences. This position is responsible for assisting with the opening and maintenance of client accounts, performing administrative tasks, and providing overall customer service support.Key ResponsibilitiesAssist Financial...

Summary The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This position is ideal for a professional with a strong background in client relations and finance. The successful candidate will play a crucial role in supporting our clients and financial advisors, ensuring a high level of service and satisfaction. Key...

The Registered Client Service Associate is a key role that requires a deep understanding of industry standards and practices. This position integrates specialty knowledge with a solid understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family.Responsibilities:• Deliver wealth management...

The Trade Desk is a leading global technology company that empowers brands and their agencies to deliver a more insightful and relevant ad experience for consumers.As a Client Services Associate, you will be part of a dynamic team that focuses on growing business from current clients through enhanced customer satisfaction and improved advertising campaign...

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...

This position is being offered by a successful financial advisor located in our downtown Chicago office. WestPoint Financial Group is assisting with the sourcing of this position. Our financial advisors strive to provide creative results while educating and empowering clients to make decisions that will help them realize their dreams and goals. These...

Scope of work includes:Prepare & organize materials for regular client meetingsAttend & participate in all client meetingsPrepare follow up & action lists associated with each client meetingMonitor & implement client agreed action itemsReview quarterly client reporting packageParticipate in quarterly calls with clients to review materialsAssist in...

Scope of work includes:Prepare & organize materials for regular client meetingsAttend & participate in all client meetingsPrepare follow up & action lists associated with each client meetingMonitor & implement client agreed action itemsReview quarterly client reporting packageParticipate in quarterly calls with clients to review materialsAssist in...

Senior Client Service Associate Apply Location: Chicago, IL Time Type: Full time Posted on: Posted 3 Days Ago Time left to apply: End Date: December 4, 2024 (24 days left to apply) Job Requisition ID: 2424180 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing...

Business Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world's best companies. BTG provides just the right on-demand talent needed: remote or on-site, part-time or full-time, individuals or teams. That's why more than 50% of the...

BCI - Brokerage Consultants Inc is seeking a highly organized and detail-oriented Client Service Associate to support the delivery of exceptional client service. The ideal candidate will have a strong background in financial services and excellent communication skills.Key Responsibilities:Provide operational support to the client service team, including data...

Are you passionate about delivering exceptional client service and being a key player in a dynamic team? As a Client Service Associate, you will play a crucial role in supporting firm's clients and Wealth Advisors with essential administrative and operational assistance. In this role, you'll prepare for client meetings, maintain regular client contact, and...

Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. 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...

Kargo creates breakthrough cross-screen ad experiences for the world's leading brands and publishers. Everyday, our 600+ employees bring the power of their creativity and diversity to radically raising the bar on what mobile, CTV, AI, social, and eCommerce can do to wow consumers and build businesses. Now 20 years strong, Kargo has offices in NYC, Chicago,...