Client Service Associate

Job Title: Client Service AssociateAt PNC, we're looking for a Client Service Associate to join our team. As a key member of our Client Service team, you'll be responsible for providing exceptional customer service to our clients and advisors.Key Responsibilities:Handle transaction requests, maintenance requests, inquiry requests, and risk managementProvide...

Client Services AssociateWe are seeking a highly skilled Client Services Associate to join our team at Coda Search│Staffing. Key Responsibilities:Investor Communication: Effectively communicate with investors to ensure their needs are met and expectations are exceeded.Onboarding Process: Handle the investor onboarding process, ensuring all required...

About the Role:Guidepoint Global is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a vital role in guiding our clients' research needs by identifying and recruiting experts from our vast network of over 1.25 million Guidepoint Advisors.Key Responsibilities:Work closely...

About The Trade DeskThe 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. Our mission is to revolutionize the way global brands and their agencies advertise to audiences around the world.About the RoleWe are seeking a highly motivated and...

Unlock Your Potential as a Client Services AssociateAre you a detail-oriented and organized professional looking to make a meaningful impact in the financial services industry? We are seeking a highly skilled Client Services Associate to join our team at KDS Strategic Search Group.Key Responsibilities:Provide exceptional support to our Wealth Management...

Job DescriptionWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at NFP. As a Client Service Associate, you will play a critical role in supporting our Relationship Managers by scheduling and coordinating activities and initiatives that facilitate new policy and client service processes.Key ResponsibilitiesPre-Sale...

Job Title: Client Service AssociateGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. As a Client Service Associate, you will play a vital role in our success by understanding client needs and identifying experts who can provide valuable insights.Key Responsibilities:Develop strategies to satisfy client...

A Client Service Associate at Stifel Financial plays a vital role in assisting Financial Advisors with client account opening and maintenance. Key Responsibilities:Perform clerical functions related to client account opening and ongoing account maintenance.Assist Financial Advisors with client record management and data entry.Provide exceptional client...

Job Title: Client Service AssociateJob Summary:The Client Service Associate is a key role within Neuberger Berman's Institutional business, responsible for providing exceptional client service and support to our clients. This position will work closely with Client Service Advisors to ensure seamless client delivery, coordinate client requests, and provide...

Job Title: Client Services AssociateAt Allocate Inc, we are seeking a highly skilled Client Services Associate to join our team. As a key member of our Client Services & Operations team, you will play a vital role in supporting our long-term growth by developing, servicing, and managing client relationships across all product lines.Key Responsibilities:Work...

About Blue OwlBlue Owl is a leading asset manager that is redefining alternatives. With a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at NFP. The successful candidate will provide exceptional client service by identifying client needs, acting on, and/or delegating items, and following through to completion while keeping all parties informed throughout the process.Key...

Are you looking to launch your career in a dynamic commercial role? AlphaSights is seeking a talented Associate to join our Client Service team. As an Associate, you will be the link between our clients and the expert knowledge they seek. Your responsibilities will include recruiting experts, understanding project and market context, and taking ownership of...

About Oppenheimer & Co.Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. We offer a broad range of financial services, including retail securities brokerage, institutional sales and trading, investment banking, equity and fixed income research, market making, trust...

About GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology and network of experts provide on-demand intelligence and research solutions.Job SummaryWe are seeking a highly motivated Client Service Associate to join our team. As a key member of our Client Service team, you...

As a Client Service Associate at Invesco, you will play a vital role in delivering exceptional service to our clients. This position requires a collaborative and detail-oriented individual who can work effectively with cross-functional teams to provide a seamless client experience.Responsible for new account setup, change requests, and processing cash raises...

Job SummaryWe are seeking a highly organized and detail-oriented Client Services Associate to join our team at SPS-North America. As a key member of our Business Service Center, you will provide exceptional office and mail services, ensuring the smooth operation of our daily functions.This is an exciting opportunity to develop your skills and contribute to...

Job Summary: We are seeking a highly skilled Client Service Associate to join our team at Neuberger Berman Private Wealth. As a key member of our operations team, you will provide critical support to our Wealth Advisors, ensuring seamless client service and operational efficiency.Responsibilities:Support daily operations and address all client service needs...

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 mail,...

Unlock Your Potential with GuidepointAt Guidepoint, we're passionate about empowering our clients to make informed decisions. As a Client Service Associate, you'll play a vital role in our success by understanding client needs and identifying the experts who can provide the answers. **Key Responsibilities:**Develop strategies for satisfying client project...