Client Service Associate

{"title": "Client Service Associate", "content": "Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Oppenheimer & Co. This is an excellent opportunity for someone starting out in the investment world and looking to build a career, not just a job. As a Client Service Associate, you will play a...

About the RoleOppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. We are seeking a highly skilled and motivated Client Service Associate to join our Private Client Division in Florham Park.Key ResponsibilitiesSupport Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management...

Job Description**About Oppenheimer & Co. Inc.**Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. Our company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment...

Job SummaryWe are seeking a highly skilled and detail-oriented Client Associate/Registered Client Associate to join our team at RBC Wealth Management. As a trusted resource to our clients, advisors, and branch, you will play a critical role in helping our advisors manage and grow their business.Key ResponsibilitiesBuild and maintain professional...

About the RoleThis is an excellent opportunity for someone starting out in the investment world and wanting a career, not just a job. We are looking for a candidate who wants to learn and grow in this role, supporting the team in sales, marketing, and day-to-day operations of a growing branch.Key Responsibilities:Analytical Reporting: Produce high-quality...

Job SummaryThis is an excellent opportunity for someone starting out in the investment world and wants a career, not a job! We are looking for a candidate that wants to learn and grow in this role.Key Responsibilities:Produce high-quality analytical reports using various software programs.Prioritize daily work, track progress of projects and deadlines.Assist...

About the RoleCitrin Cooperman Advisors LLC is seeking a highly skilled Tax Manager to join our Private Client Services team in Florham Park. As a key member of our team, you will be responsible for providing exceptional client service and leading the preparation of individual and fiduciary tax returns, including federal and state...

About the RoleCitrin Cooperman Advisors LLC is seeking a highly skilled Tax Manager to join our Private Client Services team in Florham Park. As a key member of our team, you will be responsible for providing exceptional client service and leading the preparation of individual and fiduciary tax returns, including federal and state returns.Key...

Tax Manager - Private Client ServicesKey Responsibilities: Prepare and file federal, state, and local tax returns, extensions, and quarterly estimates, with a primary focus on affluent individuals and trust accounts. Oversee and evaluate the tax work performed by team members and interns, providing constructive feedback, training, and mentorship. Review tax...

About the RoleWe are seeking a highly skilled and experienced Insurance Account Manager to join our team at ADP. As a key member of our Client Services team, you will be responsible for building and maintaining strong relationships with our clients, providing expert guidance and support to ensure their group health insurance needs are met.Key...

Position Overview:The Client Relations Specialist plays a crucial role in facilitating the sales of Mirion Medical's offerings.Sales Assistance:Provide support to the domestic sales team and distributors by generating quotes as necessary, maintaining the CRM system, and processing sales orders efficiently.Assist customers by providing updates on order...

About the RoleADP is seeking a skilled Client Relationship Manager to join our team. As a Client Relationship Manager, you will work closely with our clients to understand their business needs and develop strategic partnerships to drive growth and success.Key ResponsibilitiesDevelop and maintain strong relationships with clients to ensure their needs are met...

{"title": "Relationship Consultant", "description": "Unlock Your Career Potential at ADPAt ADP, we believe that relationships matter. That's why we have a dedicated team focused on developing and enhancing our client relationships. From day one, we take the time to understand our clients' business and unique needs. We work to build and maintain a high level...

About the RoleWe are seeking a highly skilled Insurance Relationship Manager to join our team at ADP. As a key member of our client management team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their satisfaction and driving long-term partnerships.Key ResponsibilitiesDevelop and maintain strong,...

Unlock Your Career Potential at ADPAt ADP, we're driven by your success. We engage your unique talents and perspectives, welcome your ideas, and support you in achieving your goals. If success motivates you, you'll thrive in our dynamic environment.We're seeking a skilled Client Partnership Specialist to join our team. As a key member of our client...

The Client Relations Specialist plays a crucial role in facilitating the sales of Mirion Medical's offerings. Sales Assistance: Assist the internal sales team and distributors in generating quotes as necessary, maintaining the CRM system, and processing sales orders efficiently. Provide customer support by offering order updates, addressing inquiries, and...

Job Opportunity at Oppenheimer & Co. Inc.Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. We are seeking a talented individual to join our team as a Client Service Associate.This is an excellent opportunity for someone looking to start their career in the investment...

Investment Banking Associate OpportunityOppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. We are seeking a highly motivated and detail-oriented Investment Banking Associate to join our team.Key Responsibilities:Produce high-quality analytical reports using various...

Client Service AssociateAt Kestra Financial Independent Advisor, we are seeking a highly skilled Client Service Associate to join our team. As a key member of our team, you will play a critical role in providing exceptional client service and support.Key Responsibilities:Client Meeting Preparation: Assist in preparing for client meetings, including...

Job SummaryThe Client Service Associate plays a critical role in supporting the Financial Advisor team at Kestra Financial Independent Advisor. This position requires excellent customer service and problem-solving skills to provide timely, efficient, and professional support to clients.Key ResponsibilitiesAssist in client meeting preparation and follow-up,...