Client Service Associate

Client Service AssociateCorps Team is seeking a skilled Client Service Associate to join our team. As a key member of our Client Service team, you will be responsible for delivering exceptional client service and support.Key Responsibilities:Process new account set-ups, change requests, and cash raises for RIA and BD clientsCollaborate with portfolio...

Job SummaryWe are seeking a highly skilled Client Service Associate to join our Corps Team in New York City or Seattle. This is a 3+ month contract role that offers a hybrid work arrangement, with 3 days of onsite work per week.About the RoleThe Client Service team collaborates with portfolio management, operations, trading, and distribution to deliver...

About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our operations team at Ameriprise Financial. As a Client Service Associate, you will play a critical role in supporting our advisors and clients by providing exceptional service and support.Key ResponsibilitiesAssist advisors in servicing clients, including...

About Cypress Human Capital Management, LLC:A leading provider of contract staffing solutions is seeking a highly skilled Client Service Associate to support their financial services team in downtown Seattle. This registered Client Service Associate will play a critical role in providing exceptional support to Financial Advisors and senior management while...

About the Company:Cypress HCM is a leading provider of innovative solutions for the financial services industry.About the Role:We are seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors and senior-level management while...

About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Ameriprise Financial. As a Client Service Associate, you will play a critical role in providing dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial...

Job OverviewWe are seeking a highly skilled Client Service Associate to join our team at Raymond James Financial. As a key member of our independent financial advisor network, you will play a vital role in delivering exceptional personalized customer service and building strong client relationships.Key ResponsibilitiesDeliver exceptional customer service,...

About the RoleWe are seeking a highly skilled Client Service Associate to join our operations team at Threadneedle Group. As a key member of our team, you will play a vital role in supporting our advisors and clients, ensuring seamless service delivery and exceptional client experiences.Key ResponsibilitiesAssist advisors in servicing clients, including...

Job Title: Client Services Associate**Job Summary:**We are seeking a highly organized and detail-oriented Client Services Associate to join our team at SPS North America Inc. As a Client Services Associate, you will be responsible for providing exceptional office and mail services, delivering operational functions in various areas, including mail processing,...

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 RoleA large securities client is seeking a contract Client Service Associate to support Financial Advisors and senior-level management while providing sales and administrative support to customers.ResponsibilitiesMaintain client account information and assist Financial Advisors with special projects as neededCoordinate and prepare for client review...

About Cypress HCM: We are seeking a highly skilled Client Service Associate to join our team in downtown Seattle. As a contract hire, you will provide exceptional support to our Financial Advisors and senior management while delivering top-notch sales and administrative services to our clients.About the Role: Key Responsibilities Include:Manage client...

Job DescriptionOppenheimer & Co. Inc. is a leading financial services firm, offering a wide range of investment banking, securities, investment management, and wealth management capabilities from over 90 offices. Our company provides a comprehensive array of financial services with an emphasis on delivering premier financial advice and guidance.Job SummaryWe...

{"title": "Associate Client Advisor", "subtitle": "Join our team of experienced professionals in delivering high-touch service to Ultra High Net Worth Clients.", "content": "About the Company:Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on...

Client Service AssociateWe are seeking a highly motivated and experienced Client Service Associate to join our dynamic team at Phaxis. The ideal candidate will have a passion for delivering exceptional client service in a team-oriented environment and a strong background in financial services.Key Responsibilities:Manage new account setup, handle change...

Client Service Coordinator **Job Summary** The Client Service Coordinator ('CSC') plays a vital role in driving the flow of clients and pets through the hospital. This position maximizes the productivity of the veterinary medical team, ensuring good communication with associates and clients. The CSC coordinates the care of clients and pets in a welcoming,...

{"title": "Client Support Associate", "description": "Customer Service ExcellenceWe are seeking a highly motivated and customer-focused Client Support Associate to join our team at Apollo Consulting Group. As a key member of our Client Service Department, you will play a critical role in delivering exceptional customer experiences and driving business...

About the CompanyCypress HCM is a leading provider of innovative solutions for the financial services industry.About the RoleWe are seeking a highly motivated and organized Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors and senior level management while providing...

Job DescriptionJob Title: Client Service RepresentativeJob Summary:360 IT Professionals is seeking a highly skilled Client Service Representative to join our team. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide timely...

Job DescriptionJob Summary:The Account Executive – Team Lead is a key role within Lockton Companies, responsible for delivering exceptional client service and driving business growth. This position requires a strong understanding of commercial insurance products and services, as well as excellent communication and leadership skills.Key...