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In this role you will serve as the main point of contact for the client as well as internal stakeholders including sales, video production, design and project management for the campaigns that we run.
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This includes client needs assessment, meeting quality standards for services, and evaluation of client satisfaction. The Client Service Associate must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics.
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The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios.
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Primary responsibilities will be working with the Client Success Manager, Regional Business Unit Leader, as well as various national thought leaders in the fields of stream, floodplain, and coastal restoration to develop sales opportunities into contracts in the Northeast region.
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1919 Investment Counsel manages more than $22.6 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.
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Provide bill pay and cash movement services to select Wealth Advisors and Investment Advisors within the Wealth Management Division, specifically Investment Advisors and Wealth Advisors in the Berwyn location of the WMD. This service includes paying all client bills, moving cash from income to principal and vice versa and accommodating client requests for cash in a timely and accurate manner.
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The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Our office is growing, and we are looking for a Client Service Associate to join our operations team.
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This position is also responsible for managing critical client data projects for top tier and strategic customers that may degrade or improve performance of Early Warning products and services.
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Possess 3+ years ad agency, ad tech or programmatic experience in a client-facing role. The annual compensation range for the Client Solutions Manager role in New York City is $90,000 - $95,000 per annum + bonus.
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Attend meetings with various data governance groups and Subject Matter Experts (SME) from the client and Enterprise Risk Management (ERM) Title: Client Data Analyst. As a leading information technology partner, we connect top IT talent with our clients to provide innovative business solutions through our IT Staffing, Professional Services, and Infrastructure Solutions divisions.
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Position summary: Guided by department objectives and priorities, and under the general direction of the General Counsel, the Assistant General Counsel – Client Engagement serves as in-house counsel to the firm.
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Updates relevant information in portfolio management accounting systems and Client Relationship Management (CRM) system. Assists with all client administrative functions which includes but is not limited to: account openings, account terminations, receiving assets, obtaining and adjusting cost basis, distributing assets, handling disbursements, processing cash, delivering in-kind charitable contributions, determining appropriate paperwork and governing documents, and ensuring correct client billing.
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The Residential Client Advocate associate is also responsible for obtaining a Closing Protection Letter from the closing agent for the issuing Underwriter. Coordinate Closing Date with Closing Agent and Client to ensure a timely closing.
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Plans and executes client and community relations activities including event planning, execution and tracking, market sponsorship activation, philanthropy, grant-making and employee engagement programs to deliver the PNC brand across the market.
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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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client job Title: services consultant presales
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