Senior Client Services Associate

Senior Client Service AssociateBCI - Brokerage Consultants Inc is seeking a highly organized and detail-oriented Senior Client Service Associate to support our team in Chicago, IL. This is a hybrid role that requires excellent communication and problem-solving skills.Key Responsibilities:Provide operational support to our advisors and clients, including...

About PlanPILOTPlanPILOT is a leading retirement plan consulting firm providing services to corporations, non-profits, and higher education institutions. Our fast-growing, Chicago-based firm was founded in 2011 and has quickly developed into an industry-leading company within our niche. Our expanding, but cohesive, team consists of individuals with a very...

Senior Client AssociateBrown Brothers Harriman is seeking a highly skilled Senior Client Associate to join our Private Banking Team. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and driving business growth.Key Responsibilities:Manage client relationships, including client...

Senior Client AssociateBrown Brothers Harriman is seeking a highly skilled Senior Client Associate to join our Private Banking Team. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and executing investment decisions.Key Responsibilities:Manage client relationships, including...

Senior Client Associate Job DescriptionBrown Brothers Harriman is seeking a highly skilled Senior Client Associate to join our Private Banking Team. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and driving business growth.Key Responsibilities:Relationship Management: Serve as...

Job Title: Client Service AssociateAt Kovitz, we are seeking a highly skilled and detail-oriented Client Service Associate to join our Wealth Management Team. This critical role will provide technical and client management support to our Senior Advisors, Advisors, and clients, ensuring exceptional client service and maintaining the highest ethical and...

Job Summary:As a Senior Client Associate at Brown Brothers Harriman, you will play a critical role in delivering exceptional client service and support to high net worth individuals. You will be responsible for managing client relationships, providing investment advice, and ensuring seamless execution of client transactions. If you have a passion for...

{"Job Title": "Client Service Associate", "Job Overview": "At Kovitz, we are seeking a highly skilled and detail-oriented Client Service Associate to join our Wealth Management Team. As a critical member of our team, you will provide exceptional client service, technical support, and operational expertise to our Senior Advisors, Advisors, and...

About the RoleBrown Brothers Harriman is seeking a highly skilled Senior Client Associate to join our Private Banking Team. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and driving business growth.Key ResponsibilitiesManage client relationships, including providing proactive...

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...

Job OverviewPlanPILOT is a leading retirement plan consulting firm providing services to corporations, non-profits, and higher education institutions. Our firm was founded in 2011 and has quickly developed into an industry-leading company within our niche. Our expanding team consists of individuals with a very entrepreneurial and proactive mindset - many of...

Job OverviewPlanPILOT is a retirement plan consulting firm that provides services to corporations, non-profits, and higher education institutions. Our firm was founded in 2011 and has quickly developed into an industry-leading company within our niche. We celebrate our successes together and pitch in to ensure our clients benefit from our team's best...

Job Title: Senior Client ManagerAt Alliant Insurance Services, we are seeking a highly skilled Senior Client Manager to join our team. As a Senior Client Manager, you will be responsible for providing exceptional customer service and overall service to assigned clients and/or policies within our Private Client Services division.Key Responsibilities:Foster...

About Marsh McLennan Agency MidwestMarsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by...

Job Title: Client Service AssociateBusiness Talent Group (BTG) is a leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world's best companies. We provide on-demand talent solutions to meet our clients' needs, and we're seeking a Client Service Associate to...

At INDI Staffing Services, we're passionate about empowering individuals and businesses worldwide. Our cutting-edge recruiters connect leading companies with top talent, fostering a dynamic environment where innovation thrives.About the Role:As our Senior Director of Client Partnerships, you'll spearhead the charge in building and nurturing long-lasting...

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...

Job Title: Senior Client Service Middle Office SpecialistJob Summary:We are seeking a highly skilled Senior Client Service Middle Office Specialist to join our team at SGS Société Générale de Surveillance SA. As a key member of our Middle Office team, you will be responsible for providing exceptional client service, ensuring operational efficiency, and...

Job SummaryThe Client Service Associate plays a vital role in supporting Financial Advisors with client account opening and maintenance, performing administrative tasks, and providing exceptional customer service. This position requires strong organizational skills, attention to detail, and effective communication.Key ResponsibilitiesAssist Financial...