Registered Client Service Associate
NACBA
Marsh McLennan Agency in Raleigh, NC is seeking a Client Support Associate on the Business Insurance team to deliver prompt, courteous service to clients and colleagues. You will support the team with processing policy changes, certificates and evidence of property insurance, and policy audits with a focus on accuracy. The role requires a high school diploma, about two years of Business Insurance experience, and a Property & Casualty license (or plan to obtain within 90 days); strong attention #J-18808-Ljbffr
- ## Registered Client Service Associate (Shreveport, LA)Applylocations: Shreveport, Louisiana - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0012569**Job Description Summary**Supports Financial advisors and their prospective and existing...SuggestedWork experience placementWork at office
- ...Company We’re a diversified financial services leader with more than $1.5 trillion... ..., small business and institutional clients. We are a longstanding leader in financial... ...ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with...SuggestedWork at officeImmediate start
- ...Client Services - Client Success Associate, ADR Baton Rouge, LA, USA • Veritext, 721 Government Street, Baton Rouge, Louisiana, United States of America Job Description At Veritext, we focus on the details – so legal teams can focus on the case. About the role: Providing...SuggestedTemporary workSummer workWork at officeLocal areaRemote work
- ...Hightower is seeking a Client Service Associate for White Pine Wealth Management in Portland, ME. You will deliver a white-glove client experience, coordinating with advisors and the service team while handling sensitive financial information with utmost confidentiality...Suggested
$16.54 - $22.67 per hour
...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping... ...transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional...Hourly payLocal area- ...Citi in New York seeks a Licensed Client Service Associate to support private client coverage by delivering wealth management services under banker guidance, while applying risk and regulatory standards with clear communication. The role requires 2–5 years’ experience...Full time
$25 - $38.46 per hour
...Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Associate works in a Salesforce task environment to provide trust administration... ...manage accounts while maintaining an optimal level of client service. Essential Functions Performs day-to-day trust administration...Hourly payWork experience placementWork at officeFlexible hours- ...Fisher Investments in Tampa, Florida is seeking a Client Service Associate to build relationships with high-net-worth clients and guide them through their financial futures. You will coordinate requests with portfolio management, sales, and service teams, while maintaining...Work at officeWork from home
- ...us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. SUMMARY The Client Services Associate provides administrative and operational support to Wealth Advisor, Financial Consultants, Trust Officers, Retirement Plan...Work at officeMonday to Friday
- ...anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for...Full timeRemote work
- ...Overview Connecting clients to markets - and talent to opportunity. With 5,400+ employees... ...and providing world-class products and services to all types of investors.Whether you want... ...and client-focused Client Onboarding Associate to join our Managed Accounts Team. This...Work at officeRelocation
$20 - $23 per hour
...Client Service Associate Hanover Bank is looking for a full-time Client Service Associate. The Client Service Associate enhances the client experience by delivering exceptional service while proactively identifying opportunities to deepen relationships and grow deposits...Hourly payFull timeTemporary workWork at officeRemote workFlexible hours- ...Job Description Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client...
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing...
- Join our dynamic team as a Client Service Equity Swap Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Equity Swap Associate II within Equity Derivatives and the Prime Financial Services group, you will play a pivotal...
- ...Silvercrest Asset Management Group LLC in Richmond, VA seeks a detail-oriented professional to support portfolio management and client service. You will assist with account openings, transfers, and ongoing client communications, interfacing with custodians and external...
$57k
...Our Company We’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...with confidence. As the Client Support Associate, you'll shadow client appointments, learn...Full timePart timeH1bWork at officeImmediate startWork from homeVisa sponsorship1 day per week$55.8k - $65k
...distributor of specialty insurance products and services. Our experienced brokers are specialized... ...our superior execution on behalf of our clients, which has established us as a leader in... .... Position Summary The Client Support Associate is responsible for assisting clients by...Full timeWork experience placement- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...a Private Client Investment Associate in J.P. Morgan Wealth... ...of employment If you were registered after October 1, 2018 you must...
- ...Management Group LLC is a leading independent, registered investment advisor offering bespoke asset management and family office services to ultra-high-net-worth families and select... ...investors. Silvercrest’s commitment to a client-centric approach ensures personalized...
- ...The Patient Services Associate (PSA) is responsible for ensuring an excellent experience for patients and maintaining efficient front-office... ...patients and visitors in a professional, friendly manner. Register and check in patients; verify demographic and insurance information...Work at office
$76k - $135k
...Securities Services - Alternative Fund Services - Associate Job Information Job Identification: 210565069 Job Category: Product Business Unit: Corporate &... ...We provide administration services to more than 150 clients across all alternative asset classes. Job Responsibilities...Full timeWork at officeShift work$25 per hour
...Member Services AssociateCourt 16's mission is to offer a unique and holistic tennis experience... ...hiring passionate Member Services Associates for our Long Island City location to help... ...successful club operations including; client services, facility upkeep, sales, inventory...- ...Associate In Exposure Management Be at the center of risk management for a global leader in Securities Services. Your expertise will help drive the safety and soundness of our business, supporting institutional clients and enabling innovation across markets. As an...
- ...TwinThread in Jersey City, NJ is looking for a Client Associate in the Commercial Term Lending team. This role requires at least 2 years of... ...professional experience in commercial real estate or financial services. Responsibilities include developing business relationships,...
- ...development, investment and property management for healthcare clients and other leading institutions. Hammes is consistently ranked as... ...healthcare real estate development industry and the Company’s service offerings in order to assist in lead generation and expanding the...
- ...Payments Strategic Client Engagement Associate Help deepen relationships with strategic clients through targeted engagement strategies and help... ..., and skills ~2+ years of experience in financial services, marketing, sales enablement, communications, business management...
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