Client Service Associate

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...

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...

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...

Company OverviewPromethium Advisors is a rapidly growing wealth management company. We offer a significant opportunity to grow professionally and personally in a dynamic and supportive environment.Key ResponsibilitiesThe Client Service Associate will be responsible for delivering an exceptional client experience by answering inquiries, resolving issues,...

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...

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...

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: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...

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...

A top Global Investment Management firm in Los Angeles is seeking a Senior Compliance Manager to oversee client services operations and onboarding for institutional clients, providing compliance support on investment offerings across multiple business lines, while managing a small team of direct reports.This role will be primarily responsible for overseeing...

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...

About the OpportunityAs a Commercial Insurance Client Service Leader at Capstone Search Group, you will oversee and lead all account management and retention strategies. With a focus on employee development, customer service cohesiveness, and ensuring excellent client retention & satisfaction, you will have a significant impact on a growing practice within...

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...

ROLE SUMMARYKovitz is seeking a skilled Financial Services Associate to support the vision and positive culture of our team. As an integral part of our team, this role will focus on client success, client service, trade and project managing assignments. The ideal candidate will have good time management skills, be flexible in a fast-paced environment, and...

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 Summary: We are seeking a highly organized and detail-oriented Client Care Coordinator to join our team at HCAOA. As a Client Care Coordinator, you will be responsible for providing exceptional customer service to our clients and their families, while also ensuring the smooth operation of our care services. Key Responsibilities:Handling logistics and...

Job Title: Client Relations SupervisorJob Summary:We are seeking a highly skilled Client Relations Supervisor to join our team at NW Staffing Resources. As a Client Relations Supervisor, you will be responsible for overseeing a team of Client Relations Specialists and supporting Account Managers in maintaining strong client relationships and ensuring...

Job Overview: Cascadia is seeking an Experienced Investment Banking Associate to join our Business Services teams. The Associate will be responsible for day-to-day execution of M&A and capital raising client engagements, management of analysts, and the creation and review of marketing materials and financial models.Key Responsibilities:Execute client...

About the RoleKforce is a solutions firm that specializes in technology, finance & accounting, and professional staffing services. As a Client Relation Partner, you will play a key role in delivering creative, strategic, and cost-effective solutions to our clients' business needs.Key ResponsibilitiesDevelop and foster genuine in-person relationships with our...

Job SummaryThe Client Service Coordinator is a vital member of our hospital team, responsible for delivering exceptional client care and ensuring a seamless experience for our clients and their pets.Key ResponsibilitiesRecruit new clients by promoting hospital services and routing the flow of clients and pets to ensure superior client care and maximum...