Client Services Associate

About the RoleWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Meier Law Firm. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our office and providing exceptional client service.Key ResponsibilitiesProvide warm and welcoming support to clients and visitors,...

Job SummaryCelebrating over 60 years of excellence in the financial services industry, Raymond James is seeking a detail-oriented and creative problem solver to join our team as a Registered Client Service Associate.This critical role provides high-quality administrative support to financial advisors, clients, and branch staff members, requiring effective...

About UsAt Restoration Hardware, we're passionate about creating exceptional experiences for our clients. Our brand is built on a foundation of quality, design, and craftsmanship.Job DescriptionWe're seeking a talented Client Services Associate to join our team. As a key member of our Client Services team, you will be responsible for delivering exceptional...

About Aristotle Capital Management, LLCAristotle Capital Management, LLC is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide.Job Title: Client Portfolio AssociateWe are seeking a highly motivated and detail-oriented Client Portfolio...

Client Service LiaisonWe are seeking a skilled Client Service Liaison to join our team at Beacon Pointe Advisors. As a Client Service Liaison, you will be responsible for providing exceptional service to our high-net-worth clients and prospects. Your primary focus will be on building strong relationships with clients, understanding their needs, and...

Relationship Manager Job DescriptionWe are seeking a skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a Relationship Manager, you will be responsible for providing exceptional service to our high-net-worth clients, investment professionals, and other members of the service support team.Key Responsibilities:Client Liaison: Act as...

About the RoleWe are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Tax & Financial Group. This is an exciting opportunity to work in a dynamic environment and contribute to the success of our clients.Key Responsibilities:Process new business and secure forms, pull client reports and statementsAssist with...

Job Title: Licensed Client Service AssociateThe Licensed Client Service Associate is a key role within Citigroup Inc. that requires a unique blend of industry knowledge, analytical skills, and effective communication. This position plays a crucial part in delivering high-quality wealth management services to clients, working closely with Banker teams to...

Job SummaryWe are seeking a skilled Facilities Maintenance Associate to join our team at ABM Services. As a key member of our cleaning and upkeep team, you will be responsible for maintaining the cleanliness and organization of our facilities. Key Responsibilities: Clean and maintain buildings and facilities, including floors, fixtures, and equipment Follow...

Job Title: Vice President Client Service ManagerAristotle Capital Management, LLC is seeking a highly skilled and experienced Vice President Client Service Manager to join our team. As a key member of our institutional and retail business development team, you will be responsible for leading the internal client service team, overseeing client reporting, and...

Job OverviewAristotle Capital Management is seeking a highly skilled Client Portfolio Associate to join our team. As a key member of our Investment Team, you will work closely with our Investment Professionals to deliver exceptional client service and support our portfolio management strategies.Key ResponsibilitiesDevelop a deep understanding of our...

Job SummaryWe are seeking a highly skilled Benefits Client Manager to join our team at EPIC Brokers. As a key member of our team, you will be responsible for implementing client benefits strategies and servicing accounts.Key ResponsibilitiesEstablish and maintain day-to-day business relationships with clientsWork with clients, producers, and team members to...

Job Summary: As a Client Manager at EPIC Brokers, you will be responsible for establishing and maintaining strong business relationships with clients. You will work closely with clients, producers, and other team members to implement a comprehensive customer service plan and provide exceptional service to our clients.Key Responsibilities:Establish and...

About the RoleWe are seeking a highly skilled Vice President of Client Service Management to join our team at Aristotle Capital Management, LLC. This is a hybrid role based in our Newport Beach, CA office.Key ResponsibilitiesLead the internal client service team and oversee client reporting.Assist in completing various aspects of internal business...

About UsUmpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation. Our recent merger with Columbia Bank has enabled us to expand our operations and become a major player in the western banking market.Our CultureWe pride ourselves...

Job SummaryThe Retail Sales Associate will be responsible for providing exceptional customer service, building strong relationships with clients, and achieving sales targets. As an associate, you will be expected to possess an in-depth knowledge of our products, including the latest trends and styles, and provide personalized recommendations to our...

Job Title: Full-Time Sales AssociateLoveShackFancy is seeking a highly motivated and customer-focused Full-Time Sales Associate to join our team. As a Sales Associate, you will be responsible for providing exceptional customer service, driving sales, and maintaining a visually appealing store environment.Key Responsibilities:Provide outstanding customer...

Job Overview:We are seeking a highly motivated and detail-oriented Client Relationship Associate to join our team at Zero Impact Energy Group. As a key member of our sales and customer service team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and ensuring seamless project...

Relationship ManagerWe are seeking a highly skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a key member of our wealth management team, you will be responsible for providing exceptional service to our high-net worth clients and prospects.Key Responsibilities:• Act as the primary liaison between clients, investment professionals,...

Tax Senior AssociateWe are seeking a highly skilled Tax Senior Associate to join our Tax team at Geometric. As a Tax Senior Associate, you will work closely with our Tax team and Wealth Advisors to provide comprehensive tax services to our clients.Tax ComplianceKey responsibilities include:Preparing and reviewing federal and state returns, as well as any...