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...Job Description
Job Description Stable client within the finance industry is looking to staff a tech savvy Client Service Associate who can assist with supporting marketing and business development goals. This role consists of providing excellent customer engagement...
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Full time
...Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this... ...!
What youll do here:
The Seasonal Client Service Associate supports the district with a variety of duties to include...
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Full time
Part time
Seasonal work
Local area
Flexible hours
Night shift
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Weekday work
...Job Description
Job Description CLIENT SERVICE ASSOCIATE
MUST HAVE EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY
Location: Nyack, NY (in office)
Compensation: $60,000 - $75,000
Status: Full-time
The best and brightest always have choices in the wealth...
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Full time
...Private Wealth Management Client Service Associate
Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be...
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Work experience placement
...Job Description
Job Description
Join Our Team as a Client Services Associate!
Are you passionate about client satisfaction and building lasting relationships? We are seeking a dedicated Client Services Associate to join our dynamic team. As a Client Services...
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...Description: We are currently seeking a Client Service Associate to join our dynamic team. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery. Responsibilities:
Serve...
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Flexible hours
...Jackson Hewitt - JobID: 100-131284837 [Customer Service Representative] As a Client Service Associate at Jackson Hewitt, you'll: Greet all potential clients with a friendly and professional demeanor; Engage in conversation with potential clients to share information about...
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Immediate start
...I. MISSION
The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive...
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...NY
Position Type
Full Time
Salary Range
$15.00 - $15.50 Hourly
Job Category
Customer Service
Description
Job Title: Client Services Associate
Reports To: The Client Services Associate will report to the Client Services Supervisor, Client...
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Hourly pay
Full time
Work experience placement
The Associate role is a critical role supporting FTSE Russell within the Benchmarks & Indices division of the London Stock Exchange... ...growing range of thematic and alternative weighted indices.
The Client Services Function
Liaise with clients and vendor partners directly...
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...Description
Client Service Associate
At Edelman Financial Engines, we believe everyone deserves to move their financial life forward!
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams...
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...Client Service Associate Position at Prestigious RIA Firm
We are a well-respected Registered Investment Advisory (RIA) firm seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This role is critical in providing exceptional administrative...
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Harrison Gray Search has partnered with a San Francisco-based private investment office seeking an Associate on their Client Services team in San Francisco.
In addition to their role as an investment manager, our client serves as a full-service Family Office. Our client...
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Full time
For contractors
Work experience placement
Flexible hours
Are you looking to take the next step in your career? Here's your chance! We're searching for a Client Services Associate in the Des Moines, IA area who can lead, manage, and pay attention to detail. A great attitude, a commitment to our systems, and a friendliness on the...
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Flexible hours
...Position:Client Service Associate
Department:Relationship Management
Location:Boston
Reports to:Head of Client Service
Organization Overview
Boston Partners is a global investment advisor with $85 billion in AUM and a longstanding reputation for superior...
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For contractors
...Type
Full-time
Description
Provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support...
Full time
Work experience placement
Immediate start
...expertise.
Guidepoint connects clients with vetted subject matter experts-Advisors... ...provide 24/7, quick and agile service. For more information, visit
Play... ...in Guidepoint's success.
As an Associate on the Client Service team, you will understand...
Holiday work
Summer work
Casual work
Internship
...Ability to qualify for all-expense-paid incentive trips around the world
Responsibilities :
Calling and receiving calls from clients
Scheduling appointments with clients who request our benefits
Presenting and explaining insurance products and benefits...
Weekly pay
...OUR TEAM!
Recognized as a "Best Place to Work" for the 7th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a professional candidate to provide full-time support to our...
Full time
Monday to Friday
...WHAT YOU'LL DO
The Client Service Associate is responsible for assisting the Financial Advisor and servicing clients with a full line of investment products, including mutual funds, annuities, equities, and fixed income securities in a financial planning setting....
Home office