Client Services Associate

Client Services AssociateJob Summary:We are seeking a highly skilled Client Services Associate to join our team at North Bridge Staffing Group. As a Client Services Associate, you will play a critical role in supporting our Advisors and clients in achieving their financial goals.Key Responsibilities:Organize and prepare materials for regular client meetings,...

Client Services AssociateA premier investment firm, renowned for its innovative investment strategies and impressive service, is seeking a Client Services Associate to join its team. As a key liaison between the firm and its clients, you will be responsible for ensuring client satisfaction and efficient service delivery.Key ResponsibilitiesManage client...

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...

Job Title: Client Service AssociateBCI - Brokerage Consultants Inc is seeking a highly organized and detail-oriented Client Service Associate to support our financial advisory firm. As a key member of our team, you will be responsible for providing exceptional client service, processing transactions, and maintaining accurate records.Responsibilities:Provide...

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...

{"Job Title": "Client Service Associate", "Job Overview": "At Kovitz, we are seeking a highly skilled and detail-oriented Client Service Associate to join our Wealth Management Team. As a critical member of our team, you will provide exceptional client service, technical support, and operational expertise to our Senior Advisors, Advisors, and...

Unlock Your Potential as a Client Services AssociateBeacon Hill is seeking a highly motivated and customer-centric Client Services Associate to join our dynamic team in River North. As a key player in delivering an outstanding product experience, you will support our US-based customers using our cloud-based software.Key Responsibilities:Enhance Customer...

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 SummaryThe Client Service Associate plays a vital role in supporting Financial Advisors with the opening and maintenance of client accounts and records. This position requires a high level of administrative support, including word processing, preparing mailings, filing, and answering phone calls. The ideal candidate will have excellent customer service...

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...

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...

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...