Client Associate
Russell Tobin
The Client Order Management Associate will be expected to undertake a wide range of functions. In placing emphasis on risk and quality control, the Associate will contribute to strengthening COM's service offering, through challenging and volunteering solutions. In addition to providing flexible support within the team, contribution to projects will also be expected. Skills Able to meet deadlines, functioning effectively and prioritizing multiple tasks simultaneously in a fast paced environment. Able to work independently on assigned tasks and assume additional responsibilities with minimal guidance. Demonstrate excellent attention to detail, deliverables are accurate and competently prepared. Demonstrate a desire to develop skills, working with your team and manager to expand your expertise. You are confident in volunteering solutions, taking into account other individual's ideas and views in your approach. May serve as a coach or provide guidance to less experienced team members. Possess a positive 'get the job done' attitude, displaying a flexible approach to an ever changing environment. Demonstrate a high proficiency in the core systems supporting your team and an aptitude for learning new applications. Actively contribute to the success of projects executed within the team. Process client trade instructions, and reconcile accounts to ensure instructions were followed properly. Implement process changes with external and internal team members. Benefits Disclosure Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors. Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances. Accommodations We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us. Only applicable for San Francisco Candidates Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation. #J-18808-Ljbffr
- ...wealth management solutions. With a focus on delivering exceptional client service, the company helps individuals and businesses achieve... ...on-site role located in Wilmington, DE for a Registered Client Associate. The Registered Client Associate will support financial...SuggestedFull timeWork at office
- Software Guidance & Assistance, Inc. (SGA) is searching for a Client Order Management Associate for a contract assignment with one of our premier Investment Management clients in Wilmington, DE . Responsibilities Undertake a wide range of functions with an emphasis on...SuggestedContract workFlexible hours
- Russell Tobin & Associates is hiring for a Client Order Management Associate Overview This is a strong opportunity to join a fast‑paced financial operations team where you’ll be directly involved in client order execution, risk control, and process improvement . You’ll...SuggestedPermanent employmentFull timeTemporary workRemote work
$75k - $85k
Franklin Templeton is looking for a Relationship Associate / Trust Administrator in Wilmington, DE. The role requires at least 4 years of... ...tasks, providing excellent service to high-net-worth clients, and coordinating with internal teams. The position offers a hybrid...Suggested- ...Bilingual Operations Associate (Spanish/English) Wilmington, DE We are seeking a detail-oriented Bilingual Operations Associate (Spanish... ...an emphasis on risk management and quality control. Process client trade instructions and reconcile accounts to ensure...SuggestedLocal area
- ...Client Service Associate A leading global wealth management firm is seeking a client service associate to join its centralized team in Wilmington, Delaware. This role supports ultra high net worth clients on the west coast and offers a long-term career path with opportunities...
$24.87 - $41.45 per hour
Overview Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra‑High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition...Hourly payWork experience placementLocal area- ...than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice,... ...ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors...Full timeHome office
- Trillium Wealth &Partners is hiring a Registered Client Associate in Wilmington, DE. This full-time, on-site role focuses on managing client relationships and providing exceptional service to drive client satisfaction. Responsibilities include processing transactions,...Full time
$75k - $85k
...Administrator in Wilmington, DE. Responsibilities include managing cash balances, ensuring accurate trust summaries, and providing exceptional client service to high-net-worth clients. The ideal candidate will have over 4 years of trust experience and strong communication skills....- Russell Tobin is seeking a Client Order Management Associate in Wilmington, Delaware. This role will require you to process client trade instructions and perform account reconciliations to ensure accuracy in trades. You will be supported with hands-on experience in financial...Permanent employmentFull timeTemporary work
- Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate in Wilmington, DE. The role involves supporting high-producing advisors with client interactions, preparing financial materials, and managing client relationships. Candidates should possess...
- A financial services institution is seeking a dedicated professional for client relationship management in Wilmington, Delaware. The position involves supporting Relationship Managers, addressing client inquiries, and managing internal control standards. Candidates should...
- ...Job Description Job Description Client Service Associate – Global Investment Firm (Delaware) Location: Wilmington, DE (Hybrid) Job Type: Full-Time | Experienced Industry: Investment Management / Wealth Management About the Firm ISC’s team of Financial...Full timeWork at office
$20 per hour
Advocate Job Category: Frontline Direct Service Part-Time Rate: $20 USD per hour Location: Wilmington, DE 19801, USA Travel Required: Yes Job Details Status: Part Time Hourly FLSA Classification: Non-Exempt Summary of the Position: Hourly, Part...Hourly payWeekly payPart timeFlexible hoursWeekend workAfternoon shift$200k
...$450,000 per year About the Firm Mid sized Law Firm seeking T&E Attorney. You will make double & work less at this firm. They have clients that many UHNWIs. Why join us? The comp is measured based on how good the work is and your contribution (no subjectivity to it). You...Local area- ...team. Job Description: Litigation and Counseling: Deposition, Arbitration/Mediation and Jury Trial experience preferred Client Interaction: Engage with clients to address their legal needs. Case Management: Handle cases from inception to resolution, including...Full timeWork at officeRemote workMonday to Friday
- ...considering a lateral move. The role offers a supportive work environment with opportunities for professional growth . Duties Represent clients in various civil litigation matters. Handle cases from inception through trial. Conduct legal research and draft pleadings....Full timePart time
$120k - $180k
EXPERIENCED LITIGATION ATTORNEY Are you looking for a challenging opportunity at a firm that offers a flexible, collegial, and collaborative environment, along with meaningful work that can expand your professional experience? If so, we’d love for you to join Marks, O’...Temporary workWork at officeRemote workFlexible hours$115k - $190k
...O'Hagan Meyer is seeking an associate attorney with 2+ years of professional litigation experience to join its Wilmington, DE office. This... ...Low turnover, collegial and collaborative environment. Direct client interaction and significant responsibility on complex and...Work at officeFlexible hours- Job Overview A law firm seeks a Construction Litigation Attorney in Wilmington, DE. The successful candidate will represent design professionals such as architects, engineers, and surveyors in cases involving professional negligence claims. The role involves handling contract...Contract work
- ...Hiring) Defense Attorney (Litigation) We are seekingan Defense Attorney (Litigation) to become part of our team! You will represent clients in legal proceedings, draw up legal documents and advise clients on legal transactions. Responsibilities Represent clients in court...
$72k - $150k
...supportive housing models. Core Responsibilities Advise and counsel clients developing affordable housing. Draft, prepare, review, and... ...college or university, graduation from an American Bar Association accredited law school, and admission to the practice of law in...For contractorsLocal area$17.9 per hour
Customer Advocate The Customer Advocate is one of Safelite's first impressions with our customers. From managing administrative processes, scheduling, work orders and invoicing, to greeting customers in person and answering inbound phone calls and emails, this organized...Weekly pay$19.41 per hour
...etc. to provide quality services to children and families and to support the goals of the family and the program. Bachelor's or Associates degree preferred, however, applicants able to obtain a credential or certification in social work, human services, family services...Full time- Are you passionate about making a difference in the world? Look no further! The Borgen Project is an international organization that works at the political level to improve living conditions for people impacted by war, famine and poverty. With 20 years of experience...
- ...Associate Attorney We are seeking a motivated and client-focused Attorney to join our growing legal team. This role is responsible for evaluating, managing, and resolving cases efficiently while delivering exceptional client service and achieving the best possible outcomes...
- ...O’Hagan Meyer is seeking a Litigation Associate with at least 3-6 years of experience in commercial and/or general liability litigation... ...matters involving cutting-edge topics and sophisticated, interesting clients. O’Hagan Meyer is an Equal Opportunity Employer. All qualified...Work at officeLocal areaFlexible hours
- ...MG+M The Law Firm (MG+M) has an immediate opening for an Associate Attorney in our Wilmington, Delaware office. MG+M is a nationally renowned... ...team, integrating our efforts closely with those of our clients to advance their interests wherever they do business. Our objective...Work at officeLocal areaImmediate start
- ...Job Description Job Description We are looking for an Associate Attorney to join a high-level corporate litigation practice in Wilmington... ...courts in the state. Responsibilities: • Advocate for clients in business and corporate disputes before the Delaware Court of...
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