Client Service Associate

Job SummaryThe Client Service Associate plays a vital role in supporting Financial Advisors with account opening and maintenance, administrative tasks, and customer service. This position requires strong organizational skills, attention to detail, and effective communication.Key ResponsibilitiesAssist Financial Advisors with client account opening and...

North Bridge Staffing Group is seeking a highly skilled Client Services Associate to support their team of Advisors. The ideal candidate will have 3 years of experience working in a similar position out of a wealth management firm, with a strong commitment to providing exceptional client service in a fast-paced environment.The Client Services Associate will...

About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative Registered Investment Advisory (RIA) firm headquartered in New York City. We are a fast-growing wealth management firm with clients and employees across the country.Job SummaryWe are seeking a highly motivated and career-oriented Client Service Associate to join our team....

About the RoleAt Core Ventures LLC, we are seeking a highly skilled and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a vital role in delivering exceptional client service to our high-net-worth families, ensuring their investment needs are met with precision and care.Key ResponsibilitiesClient...

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 media buying platform helps brands deliver a more insightful and relevant ad experience for consumers, setting a new standard for global reach, accuracy, and...

About The Trade DeskThe Trade Desk is a leading media buying platform that helps global brands and their agencies deliver a more insightful and relevant ad experience for consumers. Our platform sets a new standard for global reach, accuracy, and transparency.Job SummaryWe are seeking a talented Client Services Associate to join our team. As a Client...

The Client Service Associate is a key role within Citigroup Inc. that requires a unique blend of industry knowledge, analytical skills, and excellent communication abilities. This position plays a vital part in delivering high-quality wealth management services to clients, working closely with Banker teams to provide tailored solutions.Key...

About the RoleThe Client Service Associate is a key professional role that combines in-depth knowledge of financial services with a solid understanding of industry standards and practices. This role requires a strong analytical mindset, excellent communication skills, and the ability to work effectively with clients and internal stakeholders.Key...

Job SummaryThe Client Service Associate is a key role within Citigroup Inc., responsible for delivering exceptional wealth management services to clients. This position requires a strong understanding of industry standards and practices, as well as excellent analytical and communication skills.Key ResponsibilitiesDeliver wealth management services to...

Job Title: Client Service Associate**Job Summary:**We are seeking a highly organized and detail-oriented Client Service Associate to join our team at SPS North America Inc. As a Client Service Associate, you will be responsible for providing exceptional office and mail services, delivering operational functions in various areas, including mail processing,...

About The Trade DeskThe Trade Desk is a leading media buying platform that helps global brands and their agencies deliver a more insightful and relevant ad experience for consumers. Our platform sets a new standard for global reach, accuracy, and transparency in digital media.Client Services TeamThe Client Services team at The Trade Desk focuses on growing...

Job Description Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate in the Commercial Bank, you will resolve client requests while working in...

About the RoleThe Client Service Associate is a key professional role that combines in-depth knowledge of financial services with a solid understanding of industry standards and practices. This role requires strong analytical thinking and communication skills to deliver high-quality services to clients.Key Responsibilities:Deliver financial services to...

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...

Job SummaryThe Registered Client Service Associate is a key role within Citigroup Inc. that requires a unique blend of industry knowledge, analytical skills, and excellent communication abilities. As a developing professional, you will be responsible for delivering high-quality wealth management services to clients, working closely with Banker teams to...

Job Title: Client Service AssociateJob Summary:The Client Service Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center,...

About Rockefeller Capital Management:Rockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations...

About Business Talent GroupBusiness Talent Group (BTG) is a leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with top-tier companies. Our platform provides on-demand access to the right talent, whether it's remote or on-site, part-time or full-time, individuals or...

About the RoleWe are seeking a highly skilled and motivated Client Service Representative to join our team at Corporation Service Company. As a Client Service Representative, you will be responsible for providing exceptional service to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesBuild Relationships: Develop and maintain strong...

Job DescriptionJob Title: Client Service RepresentativeLocation: Chicago, IL (Onsite)Job Type: Full-timeAbout Us: Corporation Service Company (CSC) is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide.Job Summary: We are seeking a highly motivated and...