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...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not Client Service, Registered...
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Immediate start
Client Service, Associate, Registered, Service, Retail, Staffing
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...is a New York City-based, independent registered investment Advisory firm with $20 B in... ...have more than 300 employees serving clients from 22 offices in 12 states. With a strong... ...to a fiduciary busine Client Service, Associate, Advisor, Wealth, Service, Diversity,...
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...Who We Are:
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm...
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...Position Type
Full Time
Salary Range
$17.00 - $17.50 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...
Suggested
Hourly pay
Full time
Work experience placement
...Are you passionate about serving clients, adding value and improving processes/systems?... ...they deserve to choose the business model, services, and technology resources that allow... ...allow you to support Financial Advisors associated with LPL Financial. The financial advisors...
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Work from home
...Title Client Service Associate Salary Range The anticipated base salary range for this position is $20 to $22 hourly. Exact salary depends on several factors such as experience, skills, and budget. Salary range may vary based on geographic location. Client Service, Associate...
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Hourly pay
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...Your role
Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to:
* keep management systems up-to-date with client information
* educate clients on account services and capabilities
* help with...
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Part time
Work from home
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Flexible hours
...Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. Gathers required documentation... ...information for accuracy. Perfor Client Service, Associate, Service, Support, Client Relations, Retail,...
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A professional services firm in New York City is currently seeking a new Client Service Associate to join their growing team.
Responsibilities:
The Client Service Associate will be responsible for:
Responding to daily investor inquiries via phone...
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Our client is a successful wealth management firm seeking an experienced Senior Client Service Associate for their firm in New York, New York. Qualified candidates must demonstrate experience with HNW client services, confidentiality, excellent communication, and problem...
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Full time
Remote job
...-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS... ...in network assets.
We are seeking a driven and personable Associate to join the growing Client Service Enterprise team to help...
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Flexible hours
...Hightower Advisors, an advisor-owned financial services company. Established in 1988, Treasury... ...in New York City and services over 300 clients globally with over $22 billion in client... ...across the U.S., we operate as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY...
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Permanent employment
Local area
Start Dates Available: April & Summer 2024
About this role
As a Client Service Associate, your work is at the heart of what we do: you'll be the link between our clients and the expert knowledge they seek.
To succeed in this role, you need to be motivated to deliver...
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...an opportunity to contribute to the company's success. As a Client Service Advisor within PNC's Private Bank organization, you will be based... ...Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they...
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Full time
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...platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative... ....
Play a vital role in Guidepoint's success.
As an Associate on the Client Service team, you will understand your client's unique business questions...
Holiday work
Summer work
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Internship
Worldwide
...Primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs,...
...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 Client Service Associate who is a motivated, detail oriented and creative problem solver Client Service, Financial...
...Summary
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 Client Service Associate who is a motivated, detail oriented and creative problem solver to join our...
Work experience placement
Remote job
...A client Service Associate is responsible for managing and maintaining relationships with travel clients, ensuring their satisfaction with products or services, and addressing any concerns or issues that may arise. They may also be responsible for generating new business...
Remote job
Full time
Part time
Flexible hours
