Client Service Associate
Fisher Investments
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 quality and timeliness. The role offers an in-office environment with a potential hybrid work-from-home option and extensive internal mentoring to prepare for future opportunities within the organization. #J-18808-Ljbffr
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- ## 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
$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...SuggestedHourly payLocal area- ...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...SuggestedWork at officeMonday to Friday
- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and... .... What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial...Work 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...Temporary workSummer workWork at officeLocal areaRemote work
- ...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...
- ...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
- ...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
- ...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... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
$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$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- ...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
$50.25k - $64.5k
...Jersey City, NJ | Full-Time About the Role We’re looking for a personable and organized Client Services Associate to support client relationships, account activity, and day-to-day communication. In this role, you’ll work directly with clients to understand their...Full time- ...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...
$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$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- ...provider for hyperscaler and enterprise clients. We leverage a nationwide footprint (and... ...and Dallas. Sprout provides software and services to clients in the form of our IT Asset... ..., please visit: As a Customer Support Associate, you'll sit at the intersection of logistics...Remote workNight shift
- ...is a leading algorithmic trading firm and trusted electronic market maker, providing liquidity, technology and prime services to institutional clients and trading venues globally. The firm offers full-service prime brokerage and execution via its cutting-edge proprietary...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you...
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$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- Help deepen relationships with strategic clients through targeted engagement strategies... ...a Payments Strategic Client Engagement Associate in Global Payments Sales, you will support... ...skills2+ years of experience in financial services, marketing, sales enablement,...
$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...
- ...investment advisor offering bespoke asset management and family office services to ultra-high-net-worth families and select institutional... ...other institutional investors. Silvercrest’s commitment to a client-centric approach ensures personalized solutions emphasizing fiduciary...
- ...technology platform to professionals in the financial services industry. ABOUT THE ROLE The Senior Enterprise Services Associate will develop an in-depth knowledge of our... ...and daily operations to best serve our clients. You will be responsible for ensuring a positive...Temporary workCasual workWork at officeLocal areaWork from homeHome officeFlexible hours
- Transaction Advisory Services - Senior Associate Job Category : Transaction Adv Services Requisition Number : TRANS001347 Full-Time Locations... ...immediate opportunities to collaborate on meaningful work with clients in a variety of industries and work together with other...Full timeLocal areaImmediate start
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