Client Service Associate

Job DescriptionAt Banco de Credito e Inversiones, we are seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients, while also supporting our Bankers/Financial Advisors in their daily activities.Key Responsibilities:Provide...

Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...

Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...

Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...

Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...

Job SummaryThe Client Services Associate is a key role within Citigroup Inc., responsible for providing high-level support to Securities Specialists and clients. This position requires strong organizational skills, excellent communication abilities, and a keen understanding of financial markets and regulations.Key ResponsibilitiesMonitor money managers'...

Job SummaryThe Client Services Associate is a key role within Citigroup, Inc. that requires a developing professional to identify policy and apply specialty knowledge in monitoring and assessing processes and data. This role involves exchanging information in a concise and logical way, being sensitive to audience diversity, and having a high proficiency in...

The Client Services Associate is a key role within Citigroup, responsible for providing high-level support to Securities Specialists. This includes monitoring money managers' performance, updating monthly reports, and maintaining relationships with clients. The ideal candidate will have strong organizational skills, proficiency in Microsoft Office, and...

The Client Services Associate role at Citigroup Inc. is a dynamic position that requires a developing professional to identify policy and apply specialty knowledge in monitoring and assessing processes and data. This role integrates established disciplinary knowledge within the specialty area with a basic understanding of related industry practices. The...

DescriptionThe Client Services Associate supports multiple Financial Advisors by handling client account setup and maintenance. This role also includes securing approvals for Financial Advisor (FA) communications, delivering comprehensive client service support.Primary Tasks & Responsibilities Handle clerical tasks for setting up client accounts and updating...

DescriptionThe Client Services Associate supports multiple Financial Advisors by handling client account setup and maintenance. This role also includes securing approvals for Financial Advisor (FA) communications, delivering comprehensive client service support.Primary Tasks & Responsibilities Handle clerical tasks for setting up client accounts and updating...

DescriptionThe Client Services Associate supports multiple Financial Advisors by handling client account setup and maintenance. This role also includes securing approvals for Financial Advisor (FA) communications, delivering comprehensive client service support.Primary Tasks & Responsibilities Handle clerical tasks for setting up client accounts and updating...

Who We Are: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 financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

Job Title: Client Services AssociateSafra National Bank of New York is a leading private bank with a strong presence in the financial industry. We are seeking a highly skilled Client Services Associate to join our team.Job Summary:The Client Services Associate will be responsible for providing exceptional client service and support to our high net worth...

Who We Are: 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 financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

Who We Are: 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 financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

Current Employees: If you are currently employed at the University of Miami, please log in to Workday to utilize the internal application process. For guidance on applying for faculty or staff positions through the Career worklet, please refer to the provided resources. The UHealth system at the University of Miami presents an exciting opportunity for a...

Job DescriptionThe Financial Services Professional is a developing professional role within Citigroup Inc. This role identifies policy and applies specialty knowledge in monitoring and assessing financial processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good...

Client Services Associate | Aventura, Florida Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Deposit Insurance Corporation (FDIC). Headquartered in New York, with a branch in Florida and representative offices in Brazil, Chile,...

Client Support AssociateWe are seeking a Client Support Associate to join our team in Miami, FL. As a Client Support Associate, you will be responsible for providing exceptional customer service to our clients, helping them manage their business using our solutions.Key Responsibilities:Provide timely and effective support to clients via phone, email, and...