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To learn more about Client Services at ADP, watch here: WHAT YOU'LL DO: Responsibilities What you can expect on a typical day: Client Support. We've received recognition as a global Best Places to Work and a recipient of many prestigious awards for diversity, equity, and inclusion, including a DiversityInc® Top 50 Company, Best CEO and company for women, LGBTQ+, multicultural talent, and more.
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Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.
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A global financial institution is looking to hire a Registered Series 7 Client Services Associate (CSA) to join one of their most Highly successful Wealth Management Team to service their their International Clients.
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Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues. and we never hire anyone into our organization without having met you face-to-face (or via Zoom.
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Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance.
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The firm is seeking a Client Service Associate to join our Branch office team in Miami, Florida. 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.
Full-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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Savills is looking for a Client Serivces Associate based out of Miami to utilize administrative, marketing, communication and technical skills to provide support for the assigned Brokerage Team, assisting the team in achieving team/individual business goals and objectives.
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The successful candidate will have 5-15 years of relevant experience in the areas of estate planning, estate and gift taxation, estate and trust administration and related services to individuals, charitable organizations, foundations and corporate fiduciaries such as banks and trust companies.
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In addition to attending all internal training sessions including Basic Trust Administration, the Associate Client Advisor is expected to stay up to date on economic and market trends by: attending corporate communications meetings; conducting independent research; and reviewing relevant legal, tax, financial planning, and trust and estates publications.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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Keep management systems up-to-date with client information. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
Full-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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EisnerAmper is seeking a Tax Senior Associate 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.
$115,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in which to work and develop a career.
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The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects.
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In order to perform daily business activities, the Client Associate may be required to have or obtain Series 7 and 66 (or 63 and 65) licenses. The Client Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients.
Full-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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The Tax Senior Associate in our Private Client Services team is expected to have high technical knowledge in review of individual 1040 returns, fiduciary 1041 returns, 709, family partnerships, private foundations, and entity; manage accounts, train, assign work to staff and communicate directly to clients and partners; research topics communicate directly with tax authorities as needed.
$140,000 a yearFull-timeExpandApply NowActive JobUpdated 19 days ago
to job Title: associate client in Miami, ND, Connecticut
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