Client Services Associate

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 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...

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...

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...

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...

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...

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...

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 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...

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...

About This RoleThis Client Services Associate position represents the ideals of service and quality to the customer, responding to assigned customer escalations and ensuring a timely response and resolution to issues. The ideal candidate has a strong working knowledge of the store, designers, and services offered, using this knowledge to provide customers...

Job SummaryThe Client Services Associate represents Saks Fifth Avenue's ideals of service and quality to the customer. This position responds to all assigned customer escalations, ensuring a timely response and resolution to issues, ensuring the customer's overall Saks Fifth Avenue experience is a positive one. Additionally, the ideal candidate has a strong...

About the RoleProxymity LLC is seeking an experienced Client Service Associate to join our team. As a key member of our client-facing team, you will be responsible for providing exceptional support to our clients, ensuring their needs are met, and building strong relationships.Key ResponsibilitiesAct as the primary point of contact for clients, responding to...

Guidepoint Research Enablement Platform Job OpportunityWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Guidepoint, a leading research enablement platform. As a Client Service Associate, you will play a vital role in guiding our clients' decision-making process by identifying the best experts to provide...

About GuidepointGuidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action.Job SummaryWe are seeking a highly motivated and detail-oriented Client Service...

Job SummaryThis role is responsible for supporting the expansion of Richard Fleischman & Associates into the Financial Service Industry in the United States. The successful candidate will be responsible for the operational and strategic management and development of the Client Service Engineering team in the US.Key ResponsibilitiesSupport the management of...

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 solutions.Job SummaryWe are seeking a Client Service Healthcare Associate to join our team. As a key member of our Client Service team, you will work...