Wealth Management Client Service Associate
PowerToFly
PowerToFly is seeking Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors in cultivating client relationships. The successful candidate will interact with clients, manage service requests, and support day-to-day operations. Applicants should have excellent interpersonal skills, industry experience, and be detail-oriented. Education may include a High School Diploma and preferably a college degree along with active Series licenses. This role offers an opportunity to work with a leading financial firm committed to client satisfaction. #J-18808-Ljbffr PowerToFly
$41.9k - $62.7k
...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, client services associate (NR) assists one... ...or escalated to the branch manager; including suspicious client... ...start-up. We are a global wealth management and investment banking...SuggestedWork at officeImmediate startFlexible hours- Harkins Wealth Management is a fee-only fiduciary wealth management firm specializing... .... With a collaborative and client-focused approach, we aim to... ...impact in the financial services industry. Our focus is on... ..., on-site Client Services Associate to join our team. The Client...SuggestedFull timeWork at office
- Overview 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. Through... ...other duties directed by local management ADMINISTRATIVE SUPPORT Answering...SuggestedWork at officeLocal area
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...SuggestedWork at officeLocal area
- A leading financial services firm is seeking a Registered Service Associate in Providence, Rhode Island. This position involves operational support, managing documents, and overseeing money movement functions... ...where collaboration and client service are key to success....Suggested
$26.5 - $42 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly paySeasonal workFlexible hoursShift workDay shift- A leading provider in Rhode Island is seeking dedicated individuals for client service leadership roles. This position offers a flexible work-from-home option, allowing you to create a schedule that suits your lifestyle while pursuing professional growth. Join a supportive...Remote workWork from homeFlexible hours
- ...Registered Wealth Management Client Associate Key responsibilities include supporting enterprise strategic objectives, operational excellence goals... ...point of contact within Brokerage to address all service needs of their clients. Responsibilities: Provides...Hourly paySeasonal workRelocationFlexible hours
- A fiduciary wealth management firm in Providence, RI is seeking a motivated Client Services Associate to provide client services and advisor support. Responsibilities include scheduling and responding to client requests while ensuring an excellent client experience. Ideal...
$17 - $18.5 per hour
...divh2Office Services Associate/h2pConsider a new, rewarding career today as an Office Services Associate with IST Management Services! Ideal candidates will be ready to grow their career... ...and packages on campus to appropriate client personnel - primarily, University Students...Full timePart timeWork at officeLocal area10 hours per week- A leading financial services firm seeks a Registered Client Service Associate in Providence, RI to provide exceptional service to clients and support Financial Advisors on a daily basis. Key responsibilities include client support, executing transactions, and administrative...
- Sales & Relationship Management Client Service Manager II - (Custody) - Wealth Client Experience Published: May 13 ID: 2129360 Time onsite: blend of both onsite... ...Sales & Relationship Management Experience Level Associate Job Description: The Role The Client Service...Work at office
- Client Service Manager II - (Custody) - Wealth Client Experience page is loaded## Client Service Manager II - (Custody) - Wealth Client Experiencelocations... ...may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. #J...Work at office
- ...Client Service Manager III The Client Service Manager III (CSM III) serves as the primary point of contact for a select group of Registered Investment Advisors (RIAs) who have custody assets with Fidelity, primarily within the Premium segment. This role is responsible...Work at office
$103.6k - $189.7k
...leader in serving the global financial services marketplace and the only professional... ...working side by side with a range of clients from our most venerable institutions... ...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help...Summer holidayWork at officeLocal areaFlexible hours- Moneycorp is seeking a dedicated Client Support professional in Providence, RI, to enhance client experiences... ...role, you will be responsible for executing orders, managing inquiries, and providing 'white glove' service. Required qualifications include a Bachelor's...Remote jobFull timeFlexible hours2 days per week
- Soteria Reinsurance Ltd. is seeking a Client Service Manager II to support Registered Investment Advisors (RIAs) with their service needs. The role involves liaising with internal partners and ensuring high client satisfaction through proactive communication and leadership...Full time
$33.28k - $85k
Position Summary Registered Service Associates perform operational support and oversight on behalf of the market as well as general management support functions and special projects. The... ...services and solutions that support clients’ needs including secure, digital offerings...Temporary workWork at officeRemote workHome officeNight shift- ...A prominent law firm is seeking a Knowledge Management & Innovation Attorney to drive business transformation and enhance client services. The ideal candidate will have a J.D. and 5+ years of experience in legal technology and project management. This role may be filled...Remote work
$24.17 per hour
...Client Services Specialist Our client, a leading financial services organization, is seeking a Client Services Specialist to join their... ...Pay Range: $24.17 What's the Job? Serve cash management, ACH, and commercial card customers via requests received by...Weekly payContract workTemporary workFlexible hours$75k - $110k
...Remote About Brink's: The Brink's Company (NYSE:BCO) is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers, and...Local areaRemote workRelocation package- Laundry Management Services, Inc is hiring Laundry Associates in Providence, Rhode Island. Your role will encompass assisting customers, maintaining store cleanliness, and supporting a friendly environment. Candidates should demonstrate strong communication skills and the...Flexible hours
- 2+ years of account management, order administration, customer service, etc Hands on order entry experience Basic excel skills (filter, run reports) High attention to detail Plus Manufacturing industry Some ERP experience Any sort of freight knowledge would be helpful...
- ...to sustainability, and hands‑on, personalized customer service . We’re not just making packaging — we’re creating experiences... ...are seeking a proactive, detail‑oriented Key Account Manager to manage high‑value client relationships and guide projects from concept to...Work at office
- A leading company is seeking a passionate individual for a customer service leadership role that emphasizes flexibility and professional growth. This position allows you to work from home and tailor your schedule to fit your lifestyle. Key qualifications include strong...Remote workWork from homeFlexible hours
$120.97k
...our CDM Smith offices *** CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater... ...industrial infrastructure and facility capital projects, meet water management objectives, comply with environmental requirements, or address...Full timeTemporary workH1b- ...culture while enhancing experiences for Client customers. Within the role, the supervisor... ...team within the call center operations service area to maintain a smooth and efficient... ...Responsibilities Assist with the management of transition services agreements for...Contract workWork at officeLocal areaRemote work
$17 per hour
...Experience Associate The Experience Associate has a passion for... ...What You'll Do: Clean: Manages clean lab and studio supply... ...process for tools to provide services Organize all supplies and... ...professionalism and courtesy when greeting clients. Is knowledgeable of all...Hourly payFull timePart timeFlexible hoursShift work$120.97k
...Districts. As a global full-service firm, CDM Smith's has been serving... ...USACE priorities. As a Client Service Leader, you will... ...analytics, digital delivery, asset management, automation) as part of... ...professional societies and associations. Job Title: Client...Full timeContract workWork experience placementFor subcontractorH1bWork at officeRemote workFlexible hours- KLR is seeking a Tax Manager to join our Private Client Services Team on a flexible hybrid basis, providing tax and consulting services to high net worth clients. Responsibilities include ensuring timely tax filings, managing multiple client engagements, and developing...Local areaFlexible hours
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