Client Service Professional

Client Service AssociateMulti-billion Independent Wealth Management FirmOverviewWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at GemHarvest Executive Recruiting. As a key member of our client services team, you will be responsible for providing exceptional support to our clients and advisors, ensuring...

Client Service AssociateGemHarvest Executive RecruitingAbout the RoleWe are seeking a highly motivated Client Service Associate to support our clients and advisors by taking initiative in client services.The ideal candidate will have a strong track record of professionalism, adaptability, attention to detail, and time management.Key ResponsibilitiesProvide...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to our Financial Advisors. The ideal candidate will have a strong background in administrative experience and excellent communication skills.Key ResponsibilitiesRun daily reports to ensure advisor accounts are in good standing and take...

Client Service AdministratorWe are seeking a highly skilled Client Service Administrator to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional client service and support to our financial advisors and clients.The ideal candidate for this role will have a strong background in client...

We are seeking a highly organized and detail-oriented Client Services Associate to join our team at Innovations PSI. This role focuses on providing exceptional client service and support, with a strong emphasis on back-office administrative tasks and direct client interaction.Key Responsibilities:Manage client service requests, including account maintenance,...

Job Summary:The Client Services position at Find Great People | FGP is a vital role that assists Financial Advisors with various administrative tasks and provides clients with quality service. This position interacts daily with prospective and existing clients, handling basic inquiries and scheduling meetings and appointments for advisors. The role also...

The Bulfinch Group - Client Services CoordinatorKey Responsibilities:Manage client engagement, including documentation for investment account opening, life and disability insurance underwriting, and our proprietary cash flow management system.Maintain client demographics and data records through our CRM and financial planning portals.Respond promptly to...

Client Service LiaisonWe are seeking a detail-oriented and personable Client Service Liaison to support our team at Curran Financial Partners in Charleston, SC. The ideal candidate will possess exceptional client interaction skills and the ability to prioritize daily tasks. This person will have excellent customer service skills, knowledge of the financial...

Job Summary: We are seeking a highly skilled Client Advisor to join our team at Chong Hing Jewelers, Corp. in Arcadia, CA.Key Responsibilities:Act as the primary point of contact for clients, addressing their needs and concerns with professionalism and empathy.Develop and nurture long-term client relationships to ensure satisfaction and loyalty through the...

Job Summary:We are seeking a highly organized and detail-oriented Client Services Representative to join our team at Find Great People | FGP. This role will provide exceptional customer service to our clients and advisors, while maintaining databases and creating reports using our Client Relationship Management platform.Key Responsibilities:Interact daily...

Client Service CoordinatorAt Gilbert & Cook, Inc, we are seeking a highly skilled Client Service Coordinator to support our team in delivering exceptional service to clients. As a Client Service Coordinator, you will play a vital role in managing comprehensive administrative responsibilities, preparing client meetings, and fostering strong client...

Prestige Staffing, Inc. is seeking a highly skilled Client Service Associate to join our team. The ideal candidate will possess a strong background in financial services and be able to effectively manage client relationships.Key Responsibilities:Provide exceptional client service, including new account setup, account updates, and asset movement.Manage and...

At EBizCharge, we're seeking a skilled Client Services Representative to join our team. As a key member of our client-facing team, you'll be responsible for delivering exceptional customer experiences through software demonstrations, collaborative work with cross-functional teams, and maintaining accurate records of client interactions.Key...

Account Manager Job DescriptionThe Account Manager is a key role at SkyTerra Technologies, LLC, responsible for managing and nurturing client relationships to ensure client satisfaction and drive business growth. This position requires a proactive individual with excellent written and oral communication skills to work with various internal and external...

We are seeking a highly skilled Senior Client Services Specialist to join our team at International Search Consultants. This role will provide exceptional support to Senior Client Advisors in delivering personalized wealth advisory services to Ultra High Net Worth Clients.The ideal candidate will have a strong background in client management, investment...

Job Title: Associate Client AdvisorOur client is a leading Multi Family Office providing comprehensive wealth management services to high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, including fiduciary services, investment management, philanthropic advisory, and family office...

Senior Client Services RepresentativeThe Senior Client Care Specialist is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Paraplanners, the Operations...

Randstad USA is actively assisting a long-time client with its search for a Client Relationship Associate (Active Series 7 required).Our client is a well-established and profitable organization with a strong track record of employee development and retention.They are offering competitive compensation and looking to hire quickly.Responsibilities:Participate...

VTK Partners is seeking a seasoned Financial Advisor to join its team of experienced professionals in the financial services industry. As a Financial Advisor, you will be responsible for delivering personalized investment solutions to clients, helping them achieve their long-term financial goals.The ideal candidate will have a strong understanding of...

Job DescriptionWe are seeking a highly skilled and motivated Financial Services Professional to join our team at Hudson River Career Resources, LLC. As a key member of our team, you will be responsible for providing comprehensive financial planning and investment management services to our clients.Key Responsibilities:Work directly with clients to provide...