Search Results: 14,319 vacancies
Summary
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 limited to,...
Suggested
Immediate start
Flexible hours
Client Services Associate
Westchester-based Family Wealth Management firm seeks Client Services Associate. We are a fast-growing, multi-billion-dollar management firm focused on high-net-worth and ultra-high-net-worth families and individuals.
Responsible for the preparation...
Suggested
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 management arena. Working with our firm is an investment...
Suggested
Full time
...generations and market cycles. Through a unique service model focused on five Active Wealth... ...Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger... ...a future team member for the role of Associate, Client Service I to join our Wealth Management...
Suggested
Work experience placement
Flexible hours
...Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the... ...Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key...
Suggested
Seasonal work
Flexible hours
Shift work
...NY
Position Type
Full Time
Salary Range
$18.00 - $19.00 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
...Founded in 2010, Altium believes that our clients wealth decisions are often compelled by... ...professional to join our growing Client Service team. Our Client Service team directly... ...across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY...
Suggested
Permanent employment
Local area
Monday to Friday
...Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services.
Job Description
The firm is seeking a Client Service Associate to join our Branch office team in Stamford, Connecticut. The...
Suggested
Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation...
Suggested
Part time
Work from home
Work visa
Work alone
Flexible hours
What You'll Do
As an Associate, you will actively participate in a team assisting the Client Managers and Client Executives in coordinating and providing IMA services to our clients. This role is part of one of the fastest growing and most dynamic teams at IMA. Because...
Suggested
Holiday work
Temporary work
Local area
Flexible hours
...DIR, CLIENT SERVICESClick Here to Apply OnlineJob Description Flik Hospitality Group Salary... ...decisions, actions and attitudes of our associates earn the trust and loyalty of our... ...management function that guarantees high quality service is offered to the clients and customers,...
Suggested
Local area
Opening Statement
Client Service Coordinator
SUMMARY OF JOB PURPOSE AND FUNCTION
The Client Service Coordinator ("CSC") drives the flow of... ...of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in...
Suggested
Holiday work
Temporary work
Local area
Flexible hours
Shift work
Afternoon shift
...administrative team, as needed.
Assists with other projects, as needed.
Associate’s Degree and 1-3 years of related experience or Bachelor’s... ...may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials,...
Suggested
Hourly pay
Job Summary
We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers... ...helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is...
Suggested
...be responsible for developing and maintaining client relationships through proactive client communication... ...accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client...
Suggested
Temporary work
Remote job
...in our DNA -- is it in yours?
Providing excellent and tailored service is your middle name. You've got a knack for multi-tasking and a... ...training
Maintain a schedule that will allow for service to client accounts in an efficient manner
Support Sales staff with client...
Holiday work
Full time
Local area
Shift work
Day shift
Tax Senior Associate - PCS [Private Client Services Group] Opportunity ID 7094
Department(s) 1 Tax
Location(s) 1 Stamford
Function 1 Tax
As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms,...
Private practice
Local area
Remote job
Flexible hours
...extensive global presence among professional services organizations. You'll embark on a... ...the ordinary, working with extraordinary clients spanning every industry, regardless of their... ...your success!
The Role:
Senior Associates in our Private Client Services practice,...
Full time
Private practice
Local area
Client Service Representative II - White Plains, NY - Monday to Friday 9:00AM - 5:30PM
Answers and resolvestelephone inquiries/requests... ...by CSR I and Assistants.
Complete all required documentation associated with the handling of calls and maintain complete and accurate...
Holiday work
Full time
Part time
Work experience placement
Immediate start
Shift work
Monday to Friday
Canon is proud to be an equal opportunity/affirmative action employer. Minority/Female/Individuals with Disabilities/Veteran. We value the diversity of our workforce and knowledge of our people. All qualified applicants will receive consideration for employment without ...
