Client Service Associate

Direct message the job poster from International Search ConsultantsExecutive Recruiter Placing Top Talent within Financial Services ISC's team of Financial Services Recruiters has been retained by a well-established and growing Multi-Family Office who is seeking a Client Service Associate to join their team in Marin County. With a strong reputation for...

Job Description Job Description We are seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer...

Job DescriptionWe are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate in our Los Angeles, CA office. This Senior Client Service Associate role incorporates both Client Service and Operations functions. You will join a highly talented team of wealth management professionals that service the investment...

Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate in our Los Angeles, CA office. This Senior Client Service Associate role incorporates both Client Service and Operations functions. You will join a highly talented team of wealth management professionals that service the...

About Our Organization:Wag Hotels is committed to providing an exceptional experience for pets and their owners. Our mission is to deliver world-class service, convenience, and comfort while creating a safe and enjoyable environment.Job Duties:In this role, you will be responsible for delivering exceptional customer service, managing guest...

Your Future Team Feinberg Stein Financial Services an established boutique wealth management fiduciary advisory business which serves ultra-high-net-worth individuals, families, non-profit organizations, businesses, and institutional clients. We leverage decades of historic financial experience and bring institutional capabilities to provide investment,...

Vaco Los Angeles is working with a client in the financial service industry who is looking for a new and up incoming Sr. Client Service Associate to come and join their team As a client service associate your key job responsibilities will including providing operation and administrative support to client advisors, POC for all client issues, building client...

Manhattan West Enterprise Company ("Manhattan West") is seeking a Client Associate to join our Wealth Management team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and...

Our client is a well-established RIA in Pasadena, CA that is currently experiencing growth. They are looking for a reliable and detail-oriented Senior Client Service Associate to join their team. The ideal candidate must possess an exceptional knowledge of high-end concierge services for HNW and UHNW clients and possess strong organizational skills. The team...

Manhattan West Enterprise Company ("Manhattan West") is seeking a Client Associate to join our Wealth Management team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and...

Manhattan West Enterprise Company ("Manhattan West") is seeking a Client Associate to join our Wealth Management team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and...

Manhattan West Enterprise Company ("Manhattan West") is seeking a Client Associate to join our Wealth Management team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and...

Title: Client Associate Position Overview:Lamar Builders is seeking a highly organized and detail-oriented Client Associate to support our Line Service division. This role will be responsible for managing client relationships, coordinating project timelines, and ensuring seamless communication between clients, contractors, and internal teams. The Client...

Title: Client Associate Position Overview:Lamar Builders is seeking a highly organized and detail-oriented Client Associate to support our Line Service division. This role will be responsible for managing client relationships, coordinating project timelines, and ensuring seamless communication between clients, contractors, and internal teams. The Client...

Title: Client AssociatePosition Overview:Lamar Builders is seeking a highly organized and detail-oriented Client Associate to support our Line Service division. This role will be responsible for managing client relationships, coordinating project timelines, and ensuring seamless communication between clients, contractors, and internal teams. The Client...

As an Administrative Coordinator at H&R Block, you will have the opportunity to work closely with our tax professionals and clients to deliver exceptional service. Key responsibilities include managing the front desk operations, handling phone calls, and scheduling appointments.Main TasksHandling phone calls and directing clients to the appropriate...

Job Description Job Description The RoleYou will report to the Principal Software Engineer and work within the Client Services Team. This role combines client support with project execution duties to fulfill online data collection surveys and other research activities. You'll collaborate with the existing client service team, including the Senior Manager,...

About Wealth EnhancementWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans...

**Job Brief:**The Client Services Coordinator is responsible for ensuring the safety and security of our clients and staff at Special Service for Groups, Inc- HOPICS.Main Responsibilities:Coordinate services to meet the needs of our clients.Develop and implement effective strategies to engage clients and promote their well-being.Provide administrative...

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans...