Client Service Associate Manager

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...

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...

Seeking a Registered Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude, and a deep understanding of financial products and markets. The successful candidate will work closely with clients to address their needs, manage their accounts,...

Seeking a Registered Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude, and a deep understanding of financial products and markets. The successful candidate will work closely with clients to address their needs, manage their accounts,...

Seeking a Registered Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude, and a deep understanding of financial products and markets. The successful candidate will work closely with clients to address their needs, manage their accounts,...

High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly. Provide high level of support to Securities Specialists including but not limited to, client market updates, new accou Client Service, Associate, English, Spanish, Relationship Manager, Service, Retail, Banking

High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly. Provide high level of support to Securities Specialists including but not limited to, client market updates, new accou Client Service, Associate, English, Spanish, Relationship Manager, Service, Retail, Banking Learn More

Job SummaryWe are seeking a highly skilled and experienced Client Service Manager to join our team at Professional Legal Group Inc. This is an excellent opportunity for a motivated individual to take on a leadership role and make a significant impact in our company.Key Responsibilities:Front Desk Operations: Manage the front desk, oversee daily operations,...

Online IPS Job Description: Client Services ManagerInternational Processing Solution (IPS) operates a merchant services company providing a high level of quality, consultative service to clients. Our clients and banking partners conduct global commerce through the transfer of value and information among financial institutions, merchants, consumers,...

Online IPS Job Description: Client Services ManagerInternational Processing Solution (IPS) operates a merchant services company providing a high level of quality, consultative service to clients. Our clients and banking partners conduct global commerce through the transfer of value and information among financial institutions, merchants, consumers,...

Ascendo is excited to present this premier opportunity in the financial services industry! Join a top-tier team in a role designed for professionals who excel in account review, regulatory compliance, and client support. If you’re passionate about safeguarding financial integrity, identifying potential risks, and supporting high-net-worth clients, this is...

SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

The Client Care Associate’s primary role is to provide clients general assistance related to Optimum Wellness Plans, services, billing, and web support via telephony and electronic communication.Essential Responsibilities and TasksLive and exemplify the Five Principles of Mars, Inc. within self and team.Resolve client problems by determining the cause of...

The Client Care Associate’s primary role is to provide clients general assistance related to Optimum Wellness Plans, services, billing, and web support via telephony and electronic communication.Essential Responsibilities and TasksLive and exemplify the Five Principles of Mars, Inc. within self and team.Resolve client problems by determining the cause of...

At Ascendo Resources, we are seeking a highly motivated individual to join our team as a Portfolio Management Associate. In this role, you will assist Portfolio Managers with administrative tasks, investment planning, and client communication.Key Skills5+ years of experience in financial services with a private-banking or client services backgroundBachelor's...

Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 0%Job DescriptionWe are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues,...