Client Service Associate
PowerToFly
Morgan Stanley is seeking a client support and administrative professional to back FA/PWA teams, manage client accounts, and handle clerical tasks with accuracy and discretion. The role requires familiarity with financial products, strong communication, and proficiency in Microsoft Office. A Series 7/66 or 63/65 license and 2+ years in the industry are preferred. Office-based environment with comprehensive benefits. #J-18808-Ljbffr
- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support... ...our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client...SuggestedWork experience placementWork at office
$34.32k - $90k
...DUTIES and RESPONSIBILITIES CLIENT SUPPORT Providing service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal area$25 per hour
...Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands-on experience working directly with attorneys...SuggestedHourly payFull time$30.11 - $50.21 per hour
...ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the financial...SuggestedWork at officeWork from home$150k - $190k
...Associate Client Retention, Office Services Practice Group Santa Ana, CA At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together. This position is fully onsite at our Santa Ana office, allowing for real-time teamwork,...Ongoing contractContract workWork at officeImmediate start$65k - $85k
...California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services... ...for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy...Full timeInternshipMonday to FridayFlexible hours- ...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients....Flexible hours
$25 per hour
...Job Description Job Description Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands...Hourly payFull timeWork at officeMonday to Friday$50k - $60k
...Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent support, resolving issues efficiently,...Work at office$55k - $80k
...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work experience placementWork at office$45k - $85k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...Work experience placementWork at office$50k - $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...Local area- Fwainvest in Newport Beach, CA is seeking a Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to handle multiple tasks in a fast-paced environment...
$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Temporary workWork experience placementLocal area$25 per hour
Meier Law Firm is seeking a full-time Client Services Associate for a fall opening in Newport Beach, CA. The role is ideal for recent college graduates pursuing law school and involves direct interaction with attorneys, client management, and day-to-day operations support...Hourly payFull time$45k - $85k
Registered Client Service Associate (Newport Beach, CA)Skip to main contentThis website uses cookies to ensure you get the best experience on our website. By clicking ‘Accept’, you accept all cookies by default and exit the banner. If you choose Decline, site functionality...Work experience placementWork at office- ...Senior Client Service Associate At Gallagher, we're looking for a Senior Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll work closely with colleagues to ensure...Work experience placementWork at officeLocal areaShift work
$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Full timeTemporary workWork experience placementLocal area- JPMorgan Chase & Co. in Mission Viejo, CA is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will assist with account openings, money movement, trades, wealth planning...
- ...of talented individuals. We are currently recruiting for a Client Solutions Associate/Purchasing Agent role in our Santa Ana, CA location.... .... The role requires flexibility to shift between customer service and purchasing responsibilities based on business needs and...Full timeWork at officeShift work
- J.P. Morgan Chase in the United States seeks a Private Client Investment Associate to support Private Client Advisors within Wealth Management. You will provide client service, handle operational requests, and assist with wealth planning across client relationships. The...
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will assist in wealth planning, lead generation, and ongoing client servicing to meet financial...
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management in the United States. You will provide client service, operational support, and administrative assistance to Private Client Advisors, helping with account openings, trades, and...
- ...work environment. Responsibilities: Respond to a high volume of client inquiries via phone, email, and support tickets in a timely and... ...first-level support for client issues related to products and services. Document client interactions, issues, resolutions, and follow-...Full timeInternshipFlexible hours
$24 - $29 per hour
...At Redwitz, we offer a comprehensive range of professional services, including accounting, audit, financial statement, tax services... ...do. These values drive us to deliver exceptional service to our clients while fostering a supportive, collaborative environment for our...Hourly payWork at office$16.8 - $18.5 per hour
...TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you... ...Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail...Hourly payPart timeWeekend workAfternoon shift- ..., 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...
$45k - $65k
...Reservations Support Specialist – Remote Location: Remote (United States) About Us: As a coordination-focused services company dedicated to supporting clients with scheduling, reservations, and service-related needs. We emphasize organization, clear communication, and...Remote workFlexible hours$74.8k - $89.25k
...are the leading provider of professional services to the middle market globally, our... ...confidence in a world of change, empowering our clients and people to realize their full... ...why there’s nowhere like RSM. At RSM, associates work with large and small companies in various...Full timeWork experience placementLocal area
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