Client Services Associate

Job Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at National Financial Partners. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients.Job Summary:The Client Service Associate will be responsible for...

Client Service AssociateWaldron Private Wealth is seeking a highly organized and task-oriented individual to join our team as a Client Service Associate. This role will provide administrative support to the Client Service department, ensuring the delivery of exceptional service to our high net-worth clients.Key Responsibilities:Process and manage client...

Job SummaryWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at Jobility Talent Solutions. As a Client Services Associate, you will play a critical role in providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesProcess new account set-ups,...

Client Services/Operations AssociateCoda Search│Staffing is seeking a highly organized and detail-oriented Client Services/Operations Associate to join our client, a boutique wealth manager in Westchester. The ideal candidate will have 3-8 years of experience in a client services/operations function and excellent communication skills.Key...

Client Services AssociateCoda Search│Staffing is seeking a skilled Client Services Associate to join our team. This role will focus on building and maintaining relationships with private wealth clients, working closely with regional sales leaders and internal specialists.Responsibilities:Partner with regional sales leaders to develop and execute client...

Job SummaryWe are seeking a highly skilled and motivated Client Service Associate to join our team at NFP. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide exceptional client service and support to clients,...

Job Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our Private Client Division in Fishkill, New York.Responsibilities:Provide administrative support, including document creation, maintenance, and editing, as well as calendar management and coordination of meetings.Manage databases and...

Job Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our Private Client Division in New York. As a key member of our team, you will be responsible for providing exceptional client service, marketing, scheduling, and administrative support.Responsibilities:Provide administrative support,...

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...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will provide exceptional customer service to our clients, assist with account maintenance, and perform various administrative tasks.Key ResponsibilitiesProvide excellent customer service to clients via phone, email,...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will provide exceptional customer service to our clients, assist with the opening and maintenance of client accounts, and perform various administrative tasks.Key ResponsibilitiesProvide exceptional customer service...

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...

Job Title: Client Services AssociateAt SPS North America Inc, we are seeking a highly skilled and detail-oriented Client Services Associate to join our team. As a key member of our office support team, you will be responsible for providing exceptional customer service to our clients and employees, ensuring the smooth operation of our mailroom and office...

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...

About GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology and expert network provide on-demand intelligence and research to drive business success.Job SummaryWe are seeking a highly motivated and organized Client Service Associate to join our team. As a Client Service...

The Client Service team at Jobility Talent Solutions is part of a dynamic boutique office located in downtown Seattle. The team partners with portfolio management, operations, trading, and distribution to provide exceptional service experiences for clients. We are seeking a Client Services Associate to support our growing business. Successful candidates will...

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 SummaryWe are seeking an experienced Operations Associate to join our team at GemHarvest Executive Recruiting. As an Operations Associate, you will play a critical role in supporting our custodial operations and working closely with our Client Service team to implement processes.About the RoleThis is a back office role that requires strong organizational...

Client Service AssociateWe are seeking a dedicated and detail-oriented Registered Client Service Associate to join our Wealth Management team, focusing on stock plan business and client equity plans. This role requires close collaboration with corporate clients and their equity plan participants, providing exceptional service and support.Key...

Job Title: Client Service AssociateAs a Client Service Associate at Invesco, you will play a vital role in delivering exceptional client experiences and supporting the growth of our business. We are seeking a highly skilled and motivated individual to join our team in downtown Seattle.Key Responsibilities:Nurture and maintain strong relationships with...