Wealth Management Client Services Associate
Oppenheimer & Co Inc
Oppenheimer & Co. Inc. in Florham Park, NJ seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day wealth-management operations. The role requires exceptional interpersonal and multi-tasking skills, a commitment to service excellence, and the ability to work independently as part of a small team. FINRA Series 7 and 63/65 (or 66) and 5+ years' experience are expected, with strong MS Office proficiency and Docusign aptitude. #J-18808-Ljbffr Oppenheimer & Co Inc
$45k - $60k
...Hennion & Walsh is seeking a motivated and detail-oriented Client Service Associate to join our growing financial services team. This role is... ...for someone looking to build a long-term career in wealth management and client service within a collaborative, team-oriented...Suggested$50k - $70k
...motivated and detail-oriented Registered Client Service Associates to join our growing financial services... ...support, and relationship management. This position combines client interaction... ...Experience supporting Financial Advisors or wealth management teams Knowledge of...Suggested- ...Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) We're partnering with a growing wealth management firm seeking an experienced RegisteredClient Service Associate (CSA) to play a critical role in advisor transitions and delivering...SuggestedPermanent employmentImmediate startShift work
$60k - $65k
...investment bank and full service broker‑dealer. With... ...investment advisory and asset management services. Who We Are... ...& Co. Inc.’s Private Client Division is currently... ...Client Service Associate for their Florham Park... ...operations of a growing wealth management practice. This...Suggested- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... .../or 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...Temporary workWork at officeLocal area
$32.2k - $90k
...PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses on providing exceptional client service... ...services products. Essential duties include onboarding clients, managing accounts, and supporting marketing strategies. A High...- ...investment strategies. Our commitment to our clients is matched only by our dedication to... .... We are seeking a dynamic Client Service Associate to join Advisors, Mark Feldman and Michael... ..., phones and compliance emails. Manage and maintain Constant Contact correspondence...Contract workWork at office
- ...correspondence, and maintaining exceptional client relationships. The Advisor is looking for... ...technology platforms, who enjoys client service, and is highly organized. Key... ...departments. Duties and Responsibilities Manage Advisors e-mail correspondence and...Work at office
- ...- so legal teams can focus on the case. About the role:Providing our clients with exceptional service is the foundation of our business. The Client Scheduling Associate (Corporate Services) manages all aspects of deposition scheduling, creating a positive experience for...Temporary workFor subcontractorSummer workLocal areaRemote work
$58.5k - $65k
...with peers. We’re looking for an experienced and motivated client services professional to join our Client Success Organization. You... ...you are an extremely organized individual, have the ability to manage multiple priorities, excel in a deadline-driven environment,...Full timePart timeWorldwideFlexible hours$72.65k - $98.82k
...performing boutique bank and a leader in wealth, lending, and deposit solutions. We... ...range of sought-after products and services designed to help our clients establish, maintain, and grow their... ...Overview: Peapack private wealth management includes investment management...Work experience placementWork at office- ...employee-owned, full-service leading independent private... ...service to our client’s and their families.... ...delivering comprehensive wealth planning and investment... ...implementation, professional asset management services, private... ...level Seniority level Associate Employment type...Full timeFor contractorsRelocation
$31.2k - $90k
...Registered Service Associate Registered Service Associates perform operational support and... ...behalf of the market as well as general management support functions and special projects... ...services and solutions that support clients' needs including secure, digital offerings...Temporary workWork at officeLocal areaRemote workHome officeNight shift- ...Client Services & Operations Manager Lead with purpose. Partner with impact. The Client Services & Operations Manager oversees high-level administrative and business operations for the advisory team. This position exercises discretion and independent judgement to resolve...Summer internshipWork at office
- ...to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. The Wealth Center Operations Manager oversees the operational, service and compliance related activities within the Wealth Center. This individual is responsible for ensuring...
$44k - $72k
...is the Opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...people, organizational, and client service skills Attention to detail coupled...Full timeFlexible hours- ...Job Description Driving the future of Wealth Management, the Client and Account Data Product Manager leads innovation and excellence in data... ...and implementation of reusable data capabilities and micro-services across Wealth Management Conduct data quality...
$38.46 - $41.21 per hour
...most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages... ...are supporting a local business, helping a national client navigate complex risk, or building your expertise in a...Work experience placementWork at officeLocal areaFlexible hours- ...focused on delivering innovative servicing solutions for Private Bank clients across North America. The team partners... ...7-person team across relationship management and servicing) and leads the... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-...Work at office
- ...Description About Agadia Agadia specializes in healthcare management technology and provides clients with a suite of utilization management software... ...of care and accelerate the delivery of healthcare services by advancing and automating utilization management processes...Contract workTemporary workFlexible hours
$100k - $125k
...impact legal work with direct client interaction and courtroom... ...development and excellent client service. Location: This is a full-... ...for attorneys with 3+ years of associate-level experience. About Us We... ...issues, compliance, and risk management. Draft pleadings, motions, briefs...Full timeWork at office- ...Job Description Job Description The Senior Commercial Lines Account Manager is responsible for managing a complex portfolio of commercial insurance clients while delivering exceptional service and strategic risk management solutions. This role serves as the primary...Work from home
$45 - $55 per hour
...estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing. Headquartered... ...order to effectively interact with residents, clients, team members, and other business contacts,...Hourly payFull timeFor contractorsWork at officeLocal areaImmediate startFlexible hoursWeekend workAfternoon shift$22 per hour
...ADP is hiring Associate Client Support Consultants. This is a hybrid position working 3 days... ...award-winning training and world-class service guidelines to help you achieve success,... ...Client Support. You will help our clients manage their business using our solutions,...Minimum wageTemporary workWork at officeLocal area2 days per week$60k - $65k
...Description Position : Associate, Client Success Reports to :... ...Advisor Onboarding: Manage the entire onboarding journey... ...1–3 years in financial services operations, client success,... ...and life insurance products, wealth accumulation strategies, disability...Full timeWork at officeRemote work$22 - $33 per hour
...WFH Customer Service Representative / Front Desk Support Location: Newark, New Jersey... ...Description: Withum is a leading wealth management company that prides itself on its core... ...culture defines the way we work with our clients, our team members, and the communities...Hourly payFull timeWork at officeRemote workWork from home$49.5k - $77k
...with 3+ years in a Registered Client Associate position and active Series 7... ...to deliver exceptional service in a fast-paced, collaborative... ...expertise to help advisors manage and grow their business.... ...career growth opportunity. RBC Wealth Management is committed to your...Full timeFlexible hours- ...disease. Summary: Oversee and manage all aspects of the client’s /prospect’s LifebankUSA brand... ...organized, customer-focused Client Services Representative to support our clients... ...High school diploma or equivalent; Associate's or Bachelor's degree preferred....Full timePart timeWork at officeRemote workFlexible hoursAfternoon shift
$56k - $75k
...testing and certification services. Founded in 1878, SGS... ...for account management, project coordination... ...for consumer product clients. Responsible for promoting... ...industry trend and industry association activities. Manage... ...programs. Wealth: In addition to base...Full timeWork at officeLocal areaImmediate startRemote work
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