Client Services Associate

About the RoleOppenheimer & Co. Inc.'s Private Client Division is seeking a skilled Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.

Job OverviewWe are seeking a Client Services Associate to join our team at Thomas Talent Network in NYC, USA.The successful candidate will be responsible for providing exceptional customer service, managing client relationships, and maintaining accurate records.This is an exciting opportunity for someone who is passionate about helping others and making a...

Job Summary: We are seeking a highly skilled TPA Client Service Associate to join our team at Daniel H. Cook Associates Inc. in Midtown Manhattan. As a key member of our client services team, you will be responsible for providing exceptional support to our clients and partners through various channels, including phone, email, and chat.Responsibilities:...

Job Opportunity at TD Bank GroupWe are seeking a skilled Institutional Client Servicing Associate to join our team at TD Bank Group. As a member of our Global Institutional Relationship Management team, you will play a critical role in supporting all aspects of client servicing and delivering top-tier service to our institutional clients.The successful...

Join Our Team!The Client Intake Associate role at Services for the UnderServed is an excellent opportunity for individuals who are passionate about helping others. In this position, you will be responsible for coordinating and monitoring activities related to potential resident intake, as well as providing excellent customer service to our clients.Main...

Job OverviewThe Client Services 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, replenishing/organizing/ordering office supplies (pens,...

Company OverviewGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. With a network of nearly 1.5 million experts and 1,300 employees worldwide, we deliver on-demand intelligence and research to inform our clients' research needs.Job DescriptionWe are seeking an exceptional Client Service Associate to join...

Job SummaryWe are seeking a seasoned Private Bank Client Services Associate Sr to join our team at Flagstar Bank. This role involves providing expert financial services, developing client relationships, and supporting Relationship Managers. If you possess excellent communication skills, a deep understanding of banking products, and a passion for delivering...

Citigroup Inc. is seeking a Client Service Development Associate to join its Private Client Coverage team. This exciting opportunity requires a motivated individual with a passion for delivering exceptional client experiences and driving business growth through innovative solutions.**Job Overview:*** Assist senior wealth management professionals in...

Company OverviewSaks Fifth Avenue is a renowned luxury retailer, offering an unparalleled shopping experience to its customers. As a Client Services Associate, you will be part of a world-class team that embodies the company's ideals of service and quality.In this role, you will have the opportunity to work in a fast-paced environment, collaborate with peers...

About the RoleThis is an exciting opportunity to join the Client Service team at Guidepoint, where you will work closely with clients and experts to deliver research solutions. As an Associate, you will be responsible for developing strategies for client project requests and identifying top-tier experts.Key ResponsibilitiesDevelop strategies for client...

About Alera GroupAlera Group is a leading independent national insurance and wealth services firm. Our employee benefits team provides comprehensive solutions to clients nationwide.This role will be a hybrid position based out of our New York office or possibly remote for the right candidate.Job DescriptionThe Retirement Solutions Client Service Associate...

About the RoleWe are seeking a highly skilled Client Services Representative to join our team. As a key member of our organization, you will provide exceptional support to Financial Advisors, enabling them to focus on delivering outstanding client experiences.Key Responsibilities:Act as a liaison between registered representatives and their clients, ensuring...

We are looking for a highly skilled Senior Client Associate to join our team at Snakorpio Group Inc. in Midtown Manhattan.About the JobThe Global Client Service Expert will be responsible for providing proactive, client-centric service to clients and their related parties, ensuring a positive and seamless experience.This role involves coordinating the flow...

About the Job:We are looking for a motivated and detail-oriented individual to join our mail operations team at Exela Technologies. As a Client Services Associate Lead, you will be responsible for overseeing the daily activities of our mailroom team.Responsibilities:Supervise and coordinate mailroom activities, ensuring accurate and efficient processingTrain...

Job Summary:GCI Health is seeking a skilled Media Communications Specialist to join our team. As an Account Coordinator, you will be responsible for creating high-quality client-facing communications, monitoring media coverage, and developing error-free media materials. This role requires strong communication and organizational skills, as well as the ability...

**Unlock Your Potential as a Commercial Expert**We are AlphaSights, a pioneer in expert knowledge solutions. Our mission is to connect top-tier clients with the expertise they need to drive progress.As an Associate in our Client Service team, you will play a vital role in linking our clients with expert knowledge. Your key responsibilities will...

We're seeking a highly skilled Client Service Expert to join our team at Securitas Security Services USA. As a key member of our client service team, you'll play a critical role in delivering exceptional service to our clients and developing strategic relationships with them.About the RoleThis position involves working closely with clients to understand...

As a key member of the Wealthspire team, you will be responsible for developing and maintaining strong relationships with clients, advisors, and other team members across the firm. You will have full awareness of assigned client base and coordinate directly with clients regarding different types of requests.The ideal candidate will have a college degree...

About the OpportunityWe are seeking a highly motivated and detail-oriented Client Associate to join our team at IMA Financial Group. As a Client Associate, you will play a critical role in supporting our Client Managers and Executives in providing exceptional service to our clients.Key Responsibilities:Coordinate and provide IMA services to clients, working...