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The Client Service Associate works on the clients' behalf towards achieving their investment goals, supporting our mission of helping clients prosper. The Client Service Associate acts as a dedicated liaison between custodians and clients, building trusted relationships and delivering exceptional service.
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A successful Client Service Associate at Kovitz is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy in all client deliverables.
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SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries.
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The Registered 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 ofthe subfunction/ job family.
$96,470 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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This could be the right role for you As a Client Service Account Manager in the Retail & Pharma team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Productsand Services.
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The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model.
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Support the onsite business center, which may include: office supply stocking, assisting with copy/print orders, conference room setup up, pantry inventory, or light facilities.
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About this roleSpiderRock Advisors Client Service. Analyst/AssociateSeeking talented Client Onboarding and Investment Analysts/Associates who will be responsible for managing the onboarding process for new/existing clients looking to utilize our suite of investment overlay strategies.
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D Aceto Services LLC is seeking a motivated and customer-focused Client Service Associate to join our remote team. Collaborate with team members to enhance client satisfaction and service efficiency.
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As a Health & Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the client organization.
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As a Health & Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships across the client organization.
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As a Client Service Account Manager in the Retail & Pharma team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services.
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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.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Title: Client Services Associate.
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SpiderRock Advisors Client Service. Manage the account opening and client documentation workflow from creation, collection, negotiation oversight and execution. Ownership of on-boarding experience and client satisfaction.
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Title: associate client service in Chicago, IL
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