Client Support Associate
Virtual Vocations Inc
Providing exceptional service and support to clients, the full-time remote Member Experience Associate will address inquiries, maintain accurate records in the client management system, and ensure compliance with regulatory requirements. Key responsibilities: Answer calls and schedule appointments while documenting client interactions Place outgoing calls to provide or obtain information and transfer calls as needed Participate in cross-training and communicate with team members to ensure efficient service delivery Required qualifications: High school diploma or equivalent 2-4 years of related experience Proficiency in MS Office and excellent computer skills Previous insurance or financial experience preferred, but willing to train the right candidate Virtual Vocations Inc
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$25 - $44 per hour
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...Join a diverse team helping high-profile clients understand, analyze, and respond to complex... ...& Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice.Responsibilities:Accountable for supporting and overseeing large outsourcing engagements...Work at officeLocal areaRelocationRelocation package- ...Registered Private Wealth Client Associate New York, New York To proceed with your application, you must be at least 18 years of age... ...America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach...Seasonal workWork at officeWork from homeShift workDay shift
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...Client Services Associate / Specialist – Luxury Travel Industry Experience REQUIRED (ideally Private Aviation experience) Location: New York,... ...including catering, transportation, and special client requests Support administrative, analytical, and reporting tasks related to...Full timeWork at officeLocal areaMonday to Friday- ...Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth clients. They’re looking for an experienced client service professional who can...Full time
$25 - $29.4 per hour
...Immediate need for a talented Client Service Associate. This is a 06 - 12+months contract opportunity with long-term potential and is located... ...depending on work location). Key Responsibilities: Support client onboarding, account setup, and client transitions....Contract workLocal areaImmediate start$100k - $120k
...Senior Client Service Associate Successful, Growing $1B+ AUM Independent Wealth Management Firm Midtown Manhattan A successful, growing... ...Associate for a long-term client service/operations role supporting ultra-high-net-worth client onboarding and transitions....Work at officeRemote workMonday to Friday$95 - $115 per hour
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...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...teamwork to drive business results. \n Essential Functions: \n \n Greets and welcomes customers while on the selling floor \n Support and administer new receipt processing according to company standards \n Search and pick merchandise from selling floor and stock...Full timeFlexible hoursAfternoon shift
$385k
...of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work... ...trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: ~ JD...Private practiceWork at office- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities...Seasonal workWork at officeWork from homeShift workDay shift
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- ...Job Description Job Description Job title: Client Reporting Associate Duration: 6 Months Contract To Perm Location: Onsite, Can be in Chicago or NYC (hybrid basis) Position Summary : Client X is seeking an exceptional candidate to join its Investment...Permanent employmentContract workWork experience placementWork at office
$80k - $135k
...Operations is a key part of Global Markets Division. The business encompasses post-execution client services across Equities and Fixed Income. The Client Integration team supports the onboarding of new Equities and Fixed Income clients globally and is focused on...Full timeTemporary workPart timeWork at officeFlexible hours- ...environments and engaging confidently with clients? If so, the Commercial Term Lending team... ...'s #1 multifamily lender as a Client Associate on our multifamily lending sales team, where... ..., tuition reimbursement, mental health support, financial coaching and more. Additional...Work at office
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