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Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Assist FAs / PWAs/ teams in delivering against their business plan and client service model.
$85,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 3+ month contract role in either New York City or Seattle.
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Stifel’s PearlStreet Investment Management team is seeking a full-time professional Client Service Associate. In this role, the Client Service Associate will assist in the production and maintenance of client service materials for both current and prospective clients.
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We are looking to add a Client Service Associate to join our expanding team in our Lombard office. Collaborate with the Firm’s third-party custodian service teams and various other entities to carry out client services.
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Contribute to the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Client Service & Operations activities.
$156,880 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As an Associate on the Client Service team, you will understand your client's unique business questions and identify the experts who can best provide the answers. Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory.
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As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Throughout your workday, you will work on multiple projects from investors, strategists and dealmakers at top-tier client organizations seeking expert insights to inform their decision-making.
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Wealthspire Advisors is a Fee-Only Fiduciary with 20 locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service team.
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Proxymity is looking for an experienced Client Service Associate to proactively manage client inquiries, resolve all issues on a timely basis, ensure service level adherence and observe appropriate escalation protocols.
Full-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Keeping track of receipts as they relate to expenses for client sessions. Attending to all client needs in the facility. Knowledge of basic video systems, lighting or live sound a huge plus.
$20 an hourPart-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family.
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We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.
$65,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Exceptional writing, interpersonal and client service skills. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
$85,000 a yearFull-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Anchor Wealth Advisers is a growing financial planning firm located in Caledonia, MI and we are seeking a Client Service Associate to join our team. Process account opening applications, transfer paperwork, money movements and/or other various client service tasks.
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Title: associate client service in New York, East-hartford, Connecticut
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