Client Service Associate

Position OverviewHarrison Gray Search & Consulting is collaborating with a family office based on the West Coast to find a dedicated Associate for their Client Services division. This role is pivotal in enhancing client interactions and ensuring a seamless service experience.OUR CULTUREOur client promotes a culture of learning, inclusivity, and community...

Job OverviewPosition Title: Client Services AssociateCompany: Rishabh RPORole Summary:The Client Services Associate plays a crucial role in delivering exceptional support and information to clients regarding various tax obligations and related fees. This position involves a range of responsibilities aimed at ensuring accurate tax account management and...

Position OverviewHarrison Gray Search & Consulting is collaborating with a prominent family office on the West Coast to find a dedicated Associate for their Client Services division. This role is crucial in delivering exceptional service to clients.VALUES OF INCLUSION AND GROWTHThe organization promotes a culture that embraces diversity and values the unique...

Position OverviewHarrison Gray Search & Consulting is collaborating with a prominent family office on the West Coast to find a dedicated Associate for their Client Services division. This position is based in Washington DC.ENVIRONMENT OF GROWTH, DIVERSITY, AND COMMUNITY ENGAGEMENTThe organization promotes a culture that embraces diversity and values the...

Introduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

Position Overview With over six decades of distinguished service in the Financial Services sector, Raymond James is in search of a proactive Registered Client Service Associate. This role is designed for an individual who is detail-oriented and adept at solving problems creatively, contributing to our expanding team. This pivotal position is responsible for...

Position Overview With over six decades of esteemed service in the Financial Services sector, Raymond James is in search of a proactive Registered Client Service Associate. This role is ideal for a detail-oriented individual who excels in problem-solving and is eager to contribute to our expanding team. This pivotal position is responsible for delivering...

About the RoleThe Client Service Associate is a key professional role that combines in-depth knowledge of financial services with a strong understanding of industry standards and practices. This role requires the ability to analyze complex data, communicate effectively with clients, and work collaboratively with cross-functional teams to deliver high-quality...

Job DescriptionJob DescriptionHarrison Gray Search has partnered with a West Coast-based family office seeking an Associate on their Client Services team. This new team member will be located in Washington DC.CULTURE OF LEARNING, INCLUSION, AND OUTREACHOur client fosters a welcoming and inclusive culture that values each individuals unique...

Short Description:B203: Client Services Associate Complete Description:Duties and Responsibilities:Assist and provide information to clients regarding all business, income, and real estate taxes along with associated fees; Respond to inquiries concerning basic business registration, income, and real estate through telephone and written communication; ...

Introduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

The Registered Client Service Associate is an evolving professional position that combines specialized knowledge with a comprehensive understanding of industry standards and practices. This role demonstrates a solid grasp of how the team and area collaborate with others to achieve the objectives of the job family. It requires the application of analytical...

Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Client Service Associate (Washington D.C) Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. The firm is seeking a Client Service Associate to join our...

We are seeking a highly motivated and experienced Director of Client Services to join our Federal Practice. The Director of Client Services will play a crucial role in overseeing and enhancing client relationships, ensuring exceptional service delivery, and driving business growth within our federal sector practice.Working under the Senior Director, Federal...

Job DescriptionJob Summary:We are seeking a highly motivated and detail-oriented Client Services Associate to join our team at DSPolitical. As a Client Services Associate, you will play a critical role in assisting with the trafficking of campaigns to our Programmatic Trading team, preparing and producing reports, and providing exceptional client...

The primary function is to support the Institutional Services Group of the Wealth Management Division and designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales, marketing, compliance requirements, and other functions as required to maintain excellent relationships...

Job SummaryJob DescriptionWhat is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch.Use your administrative and operational skills to...

Position OverviewThe MDDC Credit Union Association is in search of a Member Services Representative.Key ResponsibilitiesAssist members with the initiation and termination of accounts.Provide answers to inquiries regarding products and services.Resolve issues within the scope of authority.Process member financial transactions, including deposits, withdrawals,...

Position OverviewThe MDDC Credit Union Association is looking for a dedicated Member Services Representative.Key ResponsibilitiesAssist members in managing their accounts, including the initiation and closure of accounts.Provide answers to inquiries regarding various products and services.Resolve member issues that fall within your scope of authority.Process...

Position OverviewThe MDDC Credit Union Association is in search of a dedicated Member Services Representative.Key ResponsibilitiesAssist members with the initiation and closure of accounts, addressing inquiries regarding various products and services, and resolving issues within your scope of authority.Process member financial transactions, which include...