Client Services Associate

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...

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...

BCI - Brokerage Consultants Inc is seeking a highly organized and detail-oriented Client Service Associate to support the delivery of exceptional client service. The ideal candidate will have a strong background in financial services and excellent communication skills.Key Responsibilities:Provide operational support to the client service team, including data...

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 the RoleWe are seeking a highly skilled Client Relationship Associate to join our team at William Blair. As a Client Relationship Associate, you will be responsible for providing exceptional client service, responding to client inquiries, and updating client documentation.Key ResponsibilitiesRespond to client inquiries and requests in a timely and...

About the RoleWe are seeking a talented Client Support Associate to join our team at CIBC. As a key member of our client-facing team, you will work closely with Relationship Managers and clients to provide exceptional service and support.As a Client Support Associate, you will be responsible for assisting clients with opening accounts, managing their...

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...

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...

Deliver Exceptional Customer ServiceBeacon Hill is seeking a skilled Client Services Associate to support our US-based customers using our cloud-based software. As a key player in delivering an outstanding product experience, you will enhance customer service standards and set new benchmarks for excellence in interactions.Key Responsibilities:Assist...

Job Title: Client Service RepresentativeWe are seeking a highly motivated and experienced Client Service Representative to join our team in Chicago, IL. As a key member of our clients team, you will be responsible for providing exceptional client support, managing trade and position information, and building strong relationships with our clients.Key...

Job Title: Associate Client DirectorAt NielsenIQ, we are seeking a highly skilled and experienced Associate Client Director to join our team. As a key member of our client-facing team, you will be responsible for developing and executing strategic plans to drive business growth and customer satisfaction.Key Responsibilities:Lead commercial strategy and...

About the Role:As a Client Services Coordinator at CBRE, you will be responsible for providing general administrative support to an office or group of sales professionals. This includes preparing proposals, presentations, and communications materials, as well as coordinating the distribution of internal and external marketing information.Key...

At PSG Global Solutions Careers, we're seeking a skilled Client Service Liaison to join our team. This role is ideal for individuals with a strong background in client servicing and a passion for delivering exceptional results.The OpportunityWe're looking for a highly motivated and organized individual to work in the Banking/Finance industry in Chicago,...

About the Role:We are seeking a highly organized and detail-oriented Client Services Coordinator to provide administrative support to our office or group of sales professionals.This role involves preparing proposals, presentations, and communications materials, as well as coordinating the distribution of internal and external marketing information.Key...

About the RoleWe are seeking a highly 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 be responsible for delivering exceptional service to our clients and internal stakeholders.Key ResponsibilitiesBuild strong relationships with clients to...

Job SummaryWe are seeking a highly skilled Client Services Representative to join our Futures and Options team in Chicago, IL. As a key member of our team, you will be responsible for providing exceptional client support, navigating complex trade queries, and driving resolution on critical initiatives.About the RoleAs a Client Services Representative, you...

Job SummaryThe Client Service Specialist is a vital role at Park State Bank, dedicated to delivering exceptional customer service and support. As a trusted advisor, you will help clients with various banking needs, including account management, financial guidance, and product inquiries.Key ResponsibilitiesHigh-Touch Client Service: Provide personalized...