Client Service Associate

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...

Restoration Hardware **Job Summary** We are seeking a highly skilled Client Services Associate to join our team at Restoration Hardware. As a key member of our sales floor team, you will be responsible for providing exceptional customer service, assisting clients in selecting and purchasing products, and maintaining a clean and organized store...

The Registered Client Service Associate is a key role that requires a deep understanding of industry standards and practices. This position integrates specialty knowledge with a solid understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family.Responsibilities:• Deliver wealth management...

The Trade Desk is a leading global technology company that empowers brands and their agencies to deliver a more insightful and relevant ad experience for consumers.As a Client Services Associate, you will be part of a dynamic team that focuses on growing business from current clients through enhanced customer satisfaction and improved advertising campaign...

Job DescriptionPlanPILOT is a leading retirement plan consulting firm seeking a highly motivated and detail-oriented Senior Client Services Associate to support the day-to-day needs of our clients. As a key member of our Client Services team, you will work closely with our Client Services Manager to ensure timely and high-quality delivery of client...

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 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...

About Northern Trust:Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.Our Jumpstart program is designed for early-career candidates looking to start their career in wealth...

About the RoleWe are seeking a highly skilled Client Service Representative to join our team at Corporation Service Company. As a key member of our Annual Reports Preparation & File team, you will be responsible for delivering exceptional service to our clients and internal stakeholders.Key ResponsibilitiesBuild strong relationships with clients to...

About the RoleWe are seeking a highly skilled Client Service Representative to join our team. As a key member of our Annual Reports Preparation & File team, you will work closely with clients and internal teams to provide exceptional service and support.Key ResponsibilitiesBuild strong relationships with clients to understand their unique needs and...

About the RoleWe are seeking a highly skilled Client Relationship Associate to join our team at William Blair. As a Client Relationship Associate, you will be responsible for providing exceptional client service, responding to client inquiries, and updating client documentation.Key ResponsibilitiesRespond to client inquiries and requests in a timely and...

About the RoleWe are seeking a talented Client Support Associate to join our team at CIBC. As a key member of our client-facing team, you will work closely with Relationship Managers and clients to provide exceptional service and support.As a Client Support Associate, you will be responsible for assisting clients with opening accounts, managing their...

About FactSetFactSet is a global provider of integrated financial information, analytical applications, and industry-leading services for the investment and corporate communities. Our mission is to deliver superior content, analytics, and flexible technology to help our clients see and seize opportunity sooner.Job SummaryWe are seeking a Client Solutions...

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 Description:Business 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. Our platform provides on-demand talent solutions, allowing clients to access the right expertise at the right time. We pride ourselves...

Job SummaryWe are seeking a highly skilled Client Delivery Associate to join our team at BMO Financial Group. As a key member of our client service team, you will be responsible for providing exceptional operational support to grow our market share and maximize profitability of client relationships.Key ResponsibilitiesProvides prompt and effective problem...

Client Services ManagerMack & Associates is seeking a highly skilled Client Services Manager to join their team in Chicago. As the face of the company, you will be responsible for delivering world-class service to customers and visitors.Key Responsibilities:Champion amenity offerings to enhance the customer experienceFoster relationships with customers to...

Deliver Exceptional Customer ServiceBeacon Hill is seeking a skilled Client Services Associate to support our US-based customers using our cloud-based software. As a key player in delivering an outstanding product experience, you will enhance customer service standards and set new benchmarks for excellence in interactions.Key Responsibilities:Assist...

Job Title: Client Service RepresentativeWe are seeking a highly motivated and experienced Client Service Representative to join our team in Chicago, IL. As a key member of our clients team, you will be responsible for providing exceptional client support, managing trade and position information, and building strong relationships with our clients.Key...