client services associate
3 weeks ago
client services associate. wilmington , delaware posted 8 days ago job details summary $25 - $35 per hour temp to perm bachelor degree category business and financial operations occupations referenceAB_4547216 job details Randstad is partnering with one of our national clients in the Financial Services industry, and recruiting candidates to join their team as a Client Services Associate. This Contract-to-Hire opportunity would require you to work a Hybrid schedule that is located in Wilmington, DE. Please see the job description below for more details. If you are interested, please with your most recent resume included. Contract-to-Hire Compensation: $25-$35 per hour; based on experience / Salary: $60-70k Hybrid Model - 3 days onsite Location: Wilmington, DE Requires working hours of 8:00am - 6:00pm salary: $25 - $35 per hour shift: First work hours: 8 AM - 6 PM education: Bachelors Responsibilities Assist with Portfolio rebalancing (document preparation, money movements) Prepare new account paperwork, contracts, and subscription agreements. Manage the opening and closing of accounts – this includes SMA's and brokerage. Manage cash and security movements, including deposits, withdraws, gifting, wires, journals. Assist with presentations and proposals using PowerPoint and Excel. Analyze and review billing for accuracy. Continually monitor and update Client database and portfolio/account management applications, including Salesforce and Addepar. Perform other related duties as assigned. Qualifications: Bachelor's Degree is required – Finance or Business preferred. Minimum of 1 year experience within financial services. Some understanding or experience with Mutual Funds, Alternative Investments, Equities, Margins, or Line of Credit Basic level of experience would be enough Excellent verbal and written communication skills. Highly organized, with relentless attention to detail. Motivated with a desire to learn and grow professionally. Ability to prioritize in a highly visible, fast paced team environment. Great administrative and problem-solving skills. Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint. Skills Account Reconciliation Mutual Funds Equities Annuities Alternative Investments Line of Credit Addepar Software Portfolio Management Brokerage Microsoft Office Qualifications Years of experience: 1 year Experience level: Entry Level Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility). Applications accepted on ongoing basis until filled. get in touch we are here to help you with your questions. JW james wagner james.wagner@randstadusa.com
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Client Services Associate
4 weeks ago
Wilmington, Delaware, United States Pyxai, Inc. Full timeOVERVIEWOur client is seeking a dedicated Client Services Associate to support their financial consultants in providing excellent customer service to their clients. The client service associate acts as an assistant to one or more financial professionals. The ideal person helps financial advisors with specific tasks that may or may not require them to...
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Client Services Associate
4 weeks ago
Wilmington, United States Pyxai, Inc. Full timeOVERVIEWOur client is seeking a dedicated Client Services Associate to support their financial consultants in providing excellent customer service to their clients. The client service associate acts as an assistant to one or more financial professionals. The ideal person helps financial advisors with specific tasks that may or may not require them to...
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Client Services Associate
4 weeks ago
Wilmington, United States Pyxai, Inc. Full timeJob DescriptionJob DescriptionOVERVIEWOur client is seeking a dedicated Client Services Associate to support their financial consultants in providing excellent customer service to their clients. The client service associate acts as an assistant to one or more financial professionals. The ideal person helps financial advisors with specific tasks that may or...
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Client Services Associate
3 months ago
Wilmington, United States International Search Consultants Full timeClient Service AssociateWilmington, DEAbout the Company:Our client is a distinguished global investment firm specializing in customized investment management and advisory services for Ultra-High Net Worth clients. Recognized for excellence, they are seeking a highly skilled and detail-oriented Client Service Associate to join our centralized team at the...
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Client Services Associate
3 months ago
Wilmington, United States International Search Consultants Full timeClient Service AssociateWilmington, DEAbout the Company:Our client is a distinguished global investment firm specializing in customized investment management and advisory services for Ultra-High Net Worth clients. Recognized for excellence, they are seeking a highly skilled and detail-oriented Client Service Associate to join our centralized team at the...
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Client Services Associate
4 weeks ago
Wilmington, United States International Search Consultants Full timeClient Service AssociateWilmington, DEAbout the Company:Our client is a distinguished global investment firm specializing in customized investment management and advisory services for Ultra-High Net Worth clients. Recognized for excellence, they are seeking a highly skilled and detail-oriented Client Service Associate to join our centralized team at the...
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Client Services Associate
4 weeks ago
Wilmington, United States International Search Consultants Full timeClient Service AssociateWilmington, DEAbout the Company:Our client is a distinguished global investment firm specializing in customized investment management and advisory services for Ultra-High Net Worth clients. Recognized for excellence, they are seeking a highly skilled and detail-oriented Client Service Associate to join our centralized team at the...
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Client Services Associate
2 weeks ago
Wilmington, United States AlTi Tiedemann Global Full timeAlTi is looking for a Client Service Associate to join our centralized team in our Delaware office. As a Client Service Associate, this person will work to provide a range of services to the Firm’s West Coast Ultra High Net Worth (UHNW) clients. This role offers long-term career development and continued growth opportunities as we continue to expand. Job...
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Client Services Associate
4 weeks ago
Wilmington, United States AlTi Tiedemann Global Full timeAlTi is looking for a Client Service Associate to join our centralized team in our Delaware office. As a Client Service Associate, this person will work to provide a range of services to the Firm’s West Coast Ultra High Net Worth (UHNW) clients. This role offers long-term career development and continued growth opportunities as we continue to expand.Job...
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Client Services Associate
1 month ago
Wilmington, United States AlTi Tiedemann Global Full timeAlTi is looking for a Client Service Associate to join our centralized team in our Delaware office. As a Client Service Associate, this person will work to provide a range of services to the Firms West Coast Ultra High Net Worth (UHNW) clients. This role offers long-term career development and continued growth opportunities as we continue to expand. Job...
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Client Services Associate
2 months ago
Wilmington, United States AlTi Tiedemann Global Full timeAlTi is looking for a Client Service Associate to join our centralized team in our Delaware office. As a Client Service Associate, this person will work to provide a range of services to the Firm’s West Coast Ultra High Net Worth (UHNW) clients. This role offers long-term career development and continued growth opportunities as we continue to expand.Job...
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Client Services Associate
3 weeks ago
Wilmington, United States AlTi Tiedemann Global Full timeAlTi is looking for a Client Service Associate to join our centralized team in our Delaware office. As a Client Service Associate, this person will work to provide a range of services to the Firm's West Coast Ultra High Net Worth (UHNW) clients. This role offers long-term career development and continued growth opportunities as we continue to expand.Job...
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Client Service Associate
1 month ago
Wilmington, United States AlTi Global Full timeAlTi is the financial ideas company, delivering transformational solutions that create enduring value. We are a global wealth and asset manager, in the business of turning powerful ideas into high-performing strategies and solutions. Our clients are UHNW individuals and families, institutions, foundations, and family-led businesses. We offer a connected...
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Client Service Associate
4 weeks ago
Wilmington, United States AlTi Global Full timeAlTi is the financial ideas company, delivering transformational solutions that create enduring value. We are a global wealth and asset manager, in the business of turning powerful ideas into high-performing strategies and solutions. Our clients are UHNW individuals and families, institutions, foundations, and family-led businesses. We offer a connected...
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Client Services Associate
1 week ago
Wilmington, United States WSFS Bank Full timeJob Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...
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Client Service Associate
3 weeks ago
Wilmington, United States RiversEdge Advisors LLC Full timeRiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking a Client Service Associate to join our team to support our continued growth and to help manage existing client relationships. Find out more about us at our website: riversedgeadvisors.com Responsibilities include: Provide client relationship support by...
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Client Service Associate
2 months ago
Wilmington, United States RiversEdge Advisors LLC Full timeRiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking a Client Service Associate to join our team to support our continued growth and to help manage existing client relationships. Find out more about us at our website: riversedgeadvisors.comResponsibilities include:Provide client relationship support by...
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Client Service Associate
4 weeks ago
Wilmington, United States RiversEdge Advisors LLC Full timeRiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking a Client Service Associate to join our team to support our continued growth and to help manage existing client relationships. Find out more about us at our website: riversedgeadvisors.comResponsibilities include:Provide client relationship support by...
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Registered Client Service Associate
2 months ago
Wilmington, United States Ameriprise Financial Full timeAssist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings Client Service, Associate, Registered, Service, Asset Manager, Financial Planning, Retail
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client services associate
4 weeks ago
Wilmington, United States Randstad Full timeclient services associate. wilmington , delaware posted 1 day ago job details summary $25 - $35 per hour temp to perm bachelor degree category business and financial operations occupations referenceAB_4547216 job details Randstad is partnering with one of our national clients in the Financial Services industry, and recruiting candidates to join their team...
