Client Services Associate
Randstad
Client Services Associate Our client is seeking to add a Client Services Associate to their firm. They are a small, family-owned investment company managing over $1B in assets that takes pride in providing personalized, high-quality service. The ideal candidate values professionalism, confidentiality, accuracy, and building trusted relationships with both clients and colleagues. Randstad
$85k - $130k
...may be assigned as necessary to ensure the proper operations of the department and the business.Join us as a FX Prime Brokerage Client Services AssociateSitting within our Prime Brokerage Client Service team, you'll be responsible for building and maintaining...SuggestedFull timeLocal area- Our client is seeking to add a Client Services Associate to their firm. They are a small, family-owned investment company managing over $1B in assets that takes pride in providing personalized, high-quality service. The ideal candidate values professionalism, confidentiality...SuggestedPermanent employmentTemporary workWork experience placementWork at office
- Our client is an independent RIA in Greenwich, CT serving high-net-worth individuals and families. They are hiring a Client Service Associate to support the advisory team on account operations and day-to-day client requests. This is an operations-heavy seat with direct...Suggested
- COLTER LEWIS INVESTMENT PARTNERS LLC Client Service Associate Industry: Wealth Management Location: Greenwich, CT (walking distance from the train station), Partial time in our New York office becomes available after six months. Schedule: Full time, 5 days a week. Ability...SuggestedFull timeWork at officeRemote workFlexible hours
$35.36k - $61.2k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedHourly payTemporary workWork at officeLocal area$55k - $60k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...Full timePart timeLocal area- ...Job Description Job Description Position Summary The Client Service Associate is a key member of our wealth advisory team, supporting clients' day-to-day service and account needs. This individual will work closely with Wealth Advisors to manage account...Work at office
$43.8k - $65.5k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...Work at officeImmediate startFlexible hours$85k - $95k
...Director Of Operations And Client Service Hightower Westchester is a fast-paced, thriving financial advisory practice based in Harrison... ...the Managing Directors. The Client Service and Operations Associate is a strategic team member responsible for integrating...Work at officeLocal areaFlexible hours- ...Provide client service support to potentially multiple Financial Advisors Support enterprise strategic objectives, operational excellence goals, and client advocacy within the Financial Advisor’s business Customize solutions based on specific client and advisor needs...Seasonal workWork at office
- ...assessment, personally tailored learning programs, and one-on-one coaching. Freudigman & Billings seeks a Client Engagement Associate to join our Client Services team. The Client Engagement Associate is a critical member of the team, responsible for creating a seamless...Full timeSeasonal workWork at officeLocal areaMonday to Friday
- ...procedures, while providing excellent customer service. Contribute to the overall sales and... ...overall business targets. The Service Associate is a key banking position that makes up... ...identifying, resolving, and processing client servicing and transaction requests....Bank staffLocal areaFlexible hoursNight shift
$34.62 - $52.4 per hour
About this role:Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors... ...:Assist Profit Formula (PF) Financial Advisor(s) with sales, service, and operational related activities such as providing service...Ongoing contractFull timeWork experience placementSecond jobWork at officeImmediate start- ...Registered Wealth Management Client Associate Stamford, Connecticut;Greenwich, Connecticut To proceed with your application, you must... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $45 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$55k - $90k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of...Full timeFlexible hours- ...Description Job Description Job Summary We are seeking a Client Success Associate to join our luxury real estate media team. In this role,... ...helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is...
$25 - $45 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- RBC Wealth Management in Stamford, CT, is hiring a Client Associate/Registered Client Associate to serve financial advisors and clients with a client-first, compliant, and collaborative mindset. You will handle account documentation, onboarding, and routine support tasks...
$20 per hour
...Specialist The Field Support Specialist will report to the Client Services Supervisor, Client Services Manager, Human Resources, or... ...electronic chain of custody procedures. Performs duties associated with the shipping and receiving of materials such as packaging...Full timeTemporary workPart timeWork experience placementWork at officeImmediate start$72k - $184.44k
...The Opportunity As a Managed Services - Controllership & Accounting - Senior Associate, you will play a pivotal role in delivering outsourced solutions that help clients streamline operations, reduce costs, and enhance efficiency. You will be involved in executing...Contract workH1b$130k - $170k
...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment... ...our Stamford or Hartford office.Key Responsibilities:As an Associate Attorney, you will:Independently manage an active litigation...Full timeWork at officeFlexible hours$107.16k - $238.17k
...innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business... ...Tax practice. Responsibilities:Coordinate with internal client service teams to assist multinational enterprises with preparing and reviewing...H1bLocal area- ...Job Description Job Description Private Client Trusts & Estates Associate Attorney – Stamford, CT Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney to join the nationally recognized private client practice of a leading East Coast law firm...Private practiceRemote work2 days per week
$55k - $90k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of...Full timeFlexible hours- ...Reports To: The Field Support Specialist will report to the Client Services Supervisor, Client Services Manager, Human Resources, or equivalent... ...or electronic chain of custody procedures. Performs duties associated with the shipping and receiving of materials such as...Work experience placementWork at officeImmediate start
- ...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment... ..., then we invite you to apply to our Medical Malpractice Associate Attorney position reporting to our White Plains, NY Office.This...Work at officeFlexible hours
$225k - $300k
...Connecticut land use and zoning practice. Leverage your existing client relationships and $500K+ portable book of business while... ...estate community. About Us We are a sophisticated, full-service law firm built on long-standing client relationships, collaborative...Work at officeFlexible hours- Wealthspire Advisors in Westport, CT is seeking a Client Service Associate to forge and nurture relationships with clients, advisors, and team members. You will handle money movement requests, account inquiries, check re-orders, and charitable giving confirmations, ensuring...
$225k - $300k
...The Firm: On behalf of our esteemed client, People Placers Staffing is seeking a visionary... .... Our client is an established, full-service powerhouse recognized extensively within... .... ⨖ Mentoring junior transactional associates, fostering an environment of rigorous professional...Full timeLocal areaImmediate start
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