Client Associate/Registered Client Associate

Job SummaryJob DescriptionWhat is the Opportunity?At RBC Wealth Management, we're seeking a skilled Client Associate/Registered Client Associate to join our team. As a trusted resource to our clients, advisors, and branch, you'll play a vital role in helping our advisors manage and grow their business. You'll use your administrative and operational skills to...

Job SummaryCerity Partners is seeking a highly skilled and detail-oriented Client Services Associate to join our Tax Department. As a key member of our team, you will provide exceptional support to our Tax Advisors and clients, ensuring seamless delivery of services and maintaining strong relationships.Key ResponsibilitiesAdminister and deliver services to...

Job SummaryCerity Partners is seeking a highly skilled Client Service Associate to provide operational support to our Wealth Managers and/or Principals. As a key member of the service team, you will serve as the liaison between clients and custodians, facilitating the relationship and ensuring seamless execution of daily client transactions and...

Job Title: Client Service AssociateA Client Service Associate plays a vital role in delivering exceptional client service as a dedicated member of our client service team. This position requires a commitment to client service through timely, confidential responses, exceptional work ethic, and a positive attitude.Key Responsibilities:Client contact and...

Job Title: Client Service AssociateA Client Service Associate plays a vital role in delivering exceptional client service as a dedicated member of our client service team. This position requires a commitment to client service through timely, confidential responses, exceptional work ethic, and a positive attitude.Key Responsibilities:Client contact and...

Job SummaryOxford Financial Group, Ltd is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesClient Contact and Relationship ManagementAssist with the preparation and review of client-focused...

We are seeking a highly skilled Client Service Associate to join our team at Oxford Financial Group, Ltd.About the Role:This is a key position in our client service team, responsible for providing exceptional service to our clients.The ideal candidate will have a strong work ethic, excellent communication skills, and a positive attitude.Key...

Job SummaryA Client Service Associate provides exceptional client service as a dedicated member of a client service team. The ideal candidate will demonstrate a commitment to client service through timely, confidential responses, and a positive attitude.Key ResponsibilitiesClient contact and relationship managementAssists with the preparation and review of...

Job Title: Non-Profit Client Account AssociateWe are seeking a highly motivated and detail-oriented Non-Profit Client Account Associate to join our team at 99 Exposure. As a key member of our team, you will play a crucial role in assisting our charity partners and creating forward-thinking fundraising initiatives that increase community...

Job Opportunity at Aspiriant LLCWe are seeking a highly skilled and detail-oriented Associate to join our Client Service Operations team at Aspiriant LLC. As a key member of our team, you will be responsible for processing incoming and outgoing transactions, conducting position and cost basis reconciliation work, and supporting the Client Service Operations...

Job Title: Client Services AssociateWe are a prominent sales and business development firm in the Cincinnati area that represents top clients in the telecommunications and technology industries. Our ultimate goal is to ensure our clients are achieving maximum brand visibility and increasing customer engagement. As a Client Services Associate, you will work...

Job SummaryOswald Companies is seeking a highly skilled Client Manager to join our team. As a Client Manager, you will be responsible for providing exceptional client service and management of client relationships. This includes anticipating client needs, performing research to ensure their employee benefits program supports their financial and...

Job SummaryOswald Companies is seeking a highly skilled Client Manager to join our team. As a Client Manager, you will be responsible for providing exceptional client service and management of client relationships. This includes anticipating client needs, performing research to ensure their employee benefits program supports their financial and...

Job OverviewBecome an Integral Part of Our Organization as an Intake ScreenerAre you dedicated to enhancing the lives of others? Do you excel in a fast-paced setting where each day presents unique challenges and opportunities to assist individuals? If this resonates with you, consider the role of Intake Screener at The Crossroads...

About Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. With a direct approach to financial planning, we deliver long- and short-term investment planning solutions and advice to help clients achieve their goals and plan...

About Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. With a direct approach to financial planning, we deliver long- and short-term investment planning solutions and advice to help clients achieve their goals and plan...

About the Role:We are seeking a highly organized and detail-oriented Client Services Coordinator to provide administrative support to our sales professionals. As a key member of our team, you will be responsible for preparing proposals, presentations, and marketing materials, as well as coordinating the distribution of internal and external marketing...

Job Title: Pediatric Intensive Care RN Travel AssignmentHealthEcareers - Client is seeking a skilled Pediatric Intensive Care RN for a travel nursing assignment in Cincinnati, Ohio.Job Details:Specialty: Pediatric Intensive CareDiscipline: Registered Nurse (RN)Duration: 8 weeksHours: 36 hours per weekShift: 12 hours, nightsEmployment Type: TravelWe offer a...

About the Role:As a Client Services Coordinator at CBRE, you will be responsible for providing general administrative support to an office or group of sales professionals. This includes preparing proposals, presentations, and communications materials, as well as coordinating the distribution of internal and external marketing information.Key...

Unlock Endless Possibilities with BirlasoftBirlasoft is a leading IT services company that combines domain, enterprise, and digital technologies to reimagine business processes for customers and their ecosystem. Our consultative and design thinking approach makes societies more productive by helping customers run businesses.We are seeking a seasoned...