Client Service Associate

Who we areUrban Clarity helps stressed New Yorkers get out from under the clutter, streamline their spaces, and maximize their lives. Featured in Wall Street Journal, Real Simple, Forbes & Martha Stewart we were honored to be NY Magazine's Best of 2023 Home Organizers.With 18 years in business, clients value our ability to listen to their inner stories and...

Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...

Start Dates:January, April, July & September 2026Want toaccelerate your careerin ahigh-energy, commercial role?If you're competitive, a confident communicator, both on the phone and in person, andhungry to grow fast, ourAssociate roleat Third Bridge could be your next big move.About Third BridgeWe connect the world'stop investors and business leadersto the...

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...

CLIEN013871_1Who We AreLenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP...

Who We Are:Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique....

Position:Senior Associate, Client ServicesLocation:Lower East Side, NYC (Hybrid, 3 days in-office)Employment Type:Full-TimeDepartment:Client ServicesReporting to:Senior Manager or Manager, Client ServicesSalary Range:$80,000 – $85,000POSITION SUMMARYA Senior Associate executes whole or partial scopes, led by senior members of the team, as an individual...

About CapvisionWe are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in...

Vise is looking for a Client Service Associate to join the Account Management Team. You'll be an indispensable resource for our financial advisor clients and play a critical role in the operational center of Vise; working directly with custodians, acting as the liaison between Account Managers, Investment Operations, and Trading—ensuring smooth account...

DescriptionLocation: Rockefeller CenterAbout UsHanover Bank – When you love your work and the people you work with, careers are madeEmbracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion means respecting personal beliefs and appreciating that we all have perspectives that...