Licensed Client Service Associate

Job SummaryThe Licensed Client Service Associate is a key role within Citigroup Inc., responsible for delivering exceptional client service and support to our clients. This position requires a strong understanding of industry standards and practices, as well as excellent analytical and communication skills.Key ResponsibilitiesDeliver wealth management...

About the RoleThe Licensed Client Service Associate is a key position within Citigroup Inc. that requires a unique blend of technical knowledge and interpersonal skills. As a developing professional, you will be responsible for delivering high-quality wealth management services to clients while working closely with Banker teams.ResponsibilitiesProvide...

Job SummaryThe Licensed 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...

Job SummaryThe Licensed Client Service Associate is a key role within Citigroup Inc, responsible for delivering high-quality wealth management services to clients. This position requires a strong understanding of industry standards and practices, as well as excellent communication and diplomacy skills.Key ResponsibilitiesDeliver wealth management services to...

About the Role:The Licensed Client Service Associate is a key professional role within Citigroup Inc. that integrates in-depth financial knowledge with a solid understanding of industry standards and practices. This position requires a developing professional who can demonstrate good understanding of how the team and area integrate with others in...

Job Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at National Financial Partners. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients.Job Summary:The Client Service Associate will be responsible for...

Client Services AssociateCoda Search│Staffing is seeking a skilled Client Services Associate to join our team. This role will focus on building and maintaining relationships with private wealth clients, working closely with regional sales leaders and internal specialists.Responsibilities:Partner with regional sales leaders to develop and execute client...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will provide exceptional customer service to our clients, assist with account maintenance, and perform various administrative tasks.Key ResponsibilitiesProvide excellent customer service to clients via phone, email,...

Job Title: Client Service AssociateJob Summary:The Client Service Associate is a key role within Neuberger Berman's Institutional business, responsible for providing exceptional client service and support to our clients. This position will work closely with Client Service Advisors to ensure seamless client delivery, coordinate client requests, and provide...

Client Service AssociateWaldron Private Wealth is seeking a highly organized and task-oriented individual to join our team as a Client Service Associate. This role will provide administrative support to the Client Service department, ensuring the delivery of exceptional service to our high net-worth clients.Key Responsibilities:Process and manage client...

Job Title: Client Service AssociateAt PNC, we're looking for a Client Service Associate to join our team. As a key member of our Client Service team, you'll be responsible for providing exceptional customer service to our clients and advisors.Key Responsibilities:Handle transaction requests, maintenance requests, inquiry requests, and risk managementProvide...

As a Client Service Associate at Invesco, you will play a vital role in delivering exceptional service to our clients. This position requires a collaborative and detail-oriented individual who can work effectively with cross-functional teams to provide a seamless client experience.Responsible for new account setup, change requests, and processing cash raises...

Exciting Opportunity for a Bilingual Client AssociateA growing financial services firm in New York City is seeking a motivated and experienced Client Associate to join their team. This is an excellent opportunity for someone looking to take their career to the next level and continue growing with a dynamic company.Key Responsibilities:Assist in opening new...

Job Summary: We are seeking a highly skilled Client Service Associate to join our team at Neuberger Berman Private Wealth. As a key member of our operations team, you will provide critical support to our Wealth Advisors, ensuring seamless client service and operational efficiency.Responsibilities:Support daily operations and address all client service needs...

Client Services/Operations AssociateCoda Search│Staffing is seeking a highly organized and detail-oriented Client Services/Operations Associate to join our client, a boutique wealth manager in Westchester. The ideal candidate will have 3-8 years of experience in a client services/operations function and excellent communication skills.Key...

Job SummaryWe are seeking a highly skilled and motivated Client Service Associate to join our team at NFP. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide exceptional client service and support to clients,...

Job Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our Private Client Division in New York. As a key member of our team, you will be responsible for providing exceptional client service, marketing, scheduling, and administrative support.Responsibilities:Provide administrative support,...

Client Services AssociateWe are seeking a highly skilled Client Services Associate to join our team at Coda Search│Staffing. Key Responsibilities:Investor Communication: Effectively communicate with investors to ensure their needs are met and expectations are exceeded.Onboarding Process: Handle the investor onboarding process, ensuring all required...

About the Role:Guidepoint Global is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a vital role in guiding our clients' research needs by identifying and recruiting experts from our vast network of over 1.25 million Guidepoint Advisors.Key Responsibilities:Work closely...

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 mission is to revolutionize the way global brands and their agencies advertise to audiences around the world.About the RoleWe are seeking a highly motivated and...