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With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
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Third Bridge is a market-leading investment research firm, we orchestrate and create research for our clients. Our consulting clients work on behalf of large companies (e.g. Fortune 500's) or institutional investors and support them by doing deep dive research to provide guidance on their corporate strategy or investment decisions.
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Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. Oppenheimer & Co. Inc.s Private Client Division is currently seeking a Registered Client Service Associate for their Los Angeles branch office.
$55,000 - $65,000 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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The firm is seeking a Client Service Associate to join our Branch office team in Stamford, Connecticut. Client interaction and service. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
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The firm is seeking a Client Service Associate to join our Private Client Division in New York. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
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Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Bellevue branch office. Learn to utilize research and technical support tools.
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Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships.
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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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We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. This role will deal with day to day client deliveries, inquiry management, offshore team engagement, and strategic initiatives.
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Experience working in a client service environment. Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
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Activities may include but are not limited to servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed.
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Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings and providing vital follow-up.
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Provide general administrative duties such as answering the advisor's phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, and new business correspondence and alerts.
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At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today.
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Job DescriptionOppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Los Angeles branch office. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.
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investment research jobs Title: associate client service in East-hartford, Connecticut
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