Senior Client Service Associate

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...

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...

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...

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...

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 the RoleWe are seeking a 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 provide exceptional service to our clients and internal stakeholders.Key ResponsibilitiesAs a Client Service Representative, your primary responsibilities will...

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...

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...

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...

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...

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...

**Role Overview**The Senior Client Services Manager role is a pivotal position that focuses on receiving and enhancing client relationships. Key responsibilities include client relationship management, retention and relationship repair, utilizing firm resources, client support and advisory, team leadership and development, and operational excellence.Key...

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...

{"title": "Senior Office Services Associate", "description": "Job SummaryWe are seeking a highly skilled and experienced Senior Office Services Associate to join our team in Chicago. As a key member of our office services team, you will be responsible for providing daily back office services to our clients and teams, including reprographics, mail services,...

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 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...