Client Service Associate

Client Service AssociateCorps Team is seeking a skilled Client Service Associate to join our team. As a key member of our Client Service team, you will be responsible for delivering exceptional client service and support.Key Responsibilities:Process new account set-ups, change requests, and cash raises for RIA and BD clientsCollaborate with portfolio...

Client Service AssociateWe are seeking a highly motivated and experienced Client Service Associate to join our dynamic team at Phaxis. The ideal candidate will have a proven track record in financial services, with a passion for delivering exceptional client service in a fast-paced environment.Key Responsibilities:Manage new account setup, handle change...

Job SummaryWe are seeking a highly skilled Client Service Associate to join our Corps Team in New York City or Seattle. This is a 3+ month contract role that offers a hybrid work arrangement, with 3 days of onsite work per week.About the RoleThe Client Service team collaborates with portfolio management, operations, trading, and distribution to deliver...

About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our operations team at Ameriprise Financial. As a Client Service Associate, you will play a critical role in supporting our advisors and clients by providing exceptional service and support.Key ResponsibilitiesAssist advisors in servicing clients, including...

About the Company:Cypress HCM is a leading provider of innovative solutions for the financial services industry.About the Role:We are seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors and senior-level management while...

About the RoleWe are seeking a highly skilled Client Service Associate to join our operations team at Ameriprise Financial. As a key member of our team, you will play a vital role in supporting our advisors and clients by providing exceptional service and support.Key ResponsibilitiesAssist advisors in servicing clients, including preparing financial plans,...

About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Ameriprise Financial. As a Client Service Associate, you will play a critical role in providing dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial...

Job OverviewWe are seeking a highly skilled Client Service Associate to join our team at Raymond James Financial. As a key member of our independent financial advisor network, you will play a vital role in delivering exceptional personalized customer service and building strong client relationships.Key ResponsibilitiesDeliver exceptional customer service,...

Job Title: Registered Client Service AssociateWedbush Securities is a leading securities firm and investment bank, providing innovative financial solutions through its Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. With over 100 offices and more than 80 correspondent offices, the company is headquartered in Los...

Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas:Processing of inbound/outbound...

About the RoleA large securities client is seeking a contract Client Service Associate to support Financial Advisors and senior-level management while providing sales and administrative support to customers.ResponsibilitiesMaintain client account information and assist Financial Advisors with special projects as neededCoordinate and prepare for client review...

About Cypress HCM: We are seeking a highly skilled Client Service Associate to join our team in downtown Seattle. As a contract hire, you will provide exceptional support to our Financial Advisors and senior management while delivering top-notch sales and administrative services to our clients.About the Role: Key Responsibilities Include:Manage client...

Job DescriptionOppenheimer & Co. Inc. is a leading financial services firm, offering a wide range of investment banking, securities, investment management, and wealth management capabilities from over 90 offices. Our company provides a comprehensive array of financial services with an emphasis on delivering premier financial advice and guidance.Job SummaryWe...

About the RoleThe Client Service team is a key component of Invesco's boutique office in downtown Seattle. As a Client Service Associate, you will partner with the portfolio management team, operations, trading, and distribution to deliver exceptional service to our clients.Key ResponsibilitiesCollaborate with cross-functional teams to provide best-in-class...

{"title": "Associate Client Advisor", "subtitle": "Join our team of experienced professionals in delivering high-touch service to Ultra High Net Worth Clients.", "content": "About the Company:Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on...

Client Service AssociateWe are seeking a highly motivated and experienced Client Service Associate to join our dynamic team at Phaxis. The ideal candidate will have a passion for delivering exceptional client service in a team-oriented environment and a strong background in financial services.Key Responsibilities:Manage new account setup, handle change...

Client Support AssociateWe are seeking a highly motivated and ambitious Client Support Associate to join our esteemed Client Service Department at Apollo Consulting Group. Our team is dedicated to delivering exceptional customer experiences and driving business growth through strategic partnerships.Key Responsibilities:Provide top-notch customer service by...

About the RoleThe Client Service team is a key component of Invesco's boutique office in downtown Seattle, working closely with the portfolio management team, operations, trading, and distribution to deliver exceptional service to clients.Key ResponsibilitiesPartner with portfolio management to provide best-in-class service to clientsCollaborate with...

About the CompanyCypress HCM is a leading provider of innovative solutions for the financial services industry.About the RoleWe are seeking a highly motivated and organized Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors and senior level management while providing...

About the RoleVCA Five Corners Animal Hospital is seeking a part-time Client Service Representative to join our team. As the first point of contact for clients, you will play a crucial role in setting the tone for our practice and building trust with our customers.Key ResponsibilitiesProvide exceptional customer service, including greeting visitors,...