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- ...Job Description Job Description Job Description: Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: Organized, detail oriented and ability to multi-task Strong verbal...SeniorWork at office
GRYPHON FINANCIAL PARTNERS LLC
Columbus, OH24 days ago - A global financial services firm in Charlotte is seeking a Wealth Management Associate for client service and business development. The candidate will support Financial Advisors, providing exceptional service and enhancing client relationships through organized execution...Senior
- A financial services firm in Boca Raton seeks a Wealth Management Associate to provide exceptional service and support to Financial Advisors. Candidates should have... ...products. Responsibilities include enhancing client relationships, assisting in financial planning and...Senior
- A leading financial services organization in Miami seeks a dedicated professional to support employee benefits strategy and client deliverables. Responsibilities include coordinating vendor implementation, preparing RFPs, and delivering enrollment presentations. Ideal...SeniorWork at office
$100k - $115k
A leading financial services firm in New York City seeks a Senior Client Services Associate to partner with Financial Advisors and support client servicing. Responsibilities include account maintenance, relationship development, and portfolio analysis. Candidates should...Senior- A financial services firm is seeking a Wealth Management Associate in Cincinnati, Ohio. The successful candidate will focus on building trusted client relationships and supporting Financial Advisors with outstanding service. Responsibilities include cultivating partnerships...Senior
$80k - $85k
A dynamic marketing agency based in New York is seeking a Senior Associate, Client Services to manage influencer campaigns in the sports and retail sectors. This full-time role involves executing end-to-end campaign scopes, with a key focus on building and maintaining relationships...SeniorFull time- A leading financial services firm is seeking a dedicated individual to support financial advisors through proactive virtual assistance and client service. The ideal candidate will possess strong organizational skills, a background in financial services, and the ability...SeniorRemote job
- A financial institution in Bloomfield Hills, MI is seeking a Registered Client Service Associate / Securities Senior Sales Assistant. This role involves operational and sales support for Financial Consultants, requiring excellent customer service and teamwork skills. Candidates...SeniorWork at office
- A leading financial institution is seeking a Client Service Senior Associate to enhance relationships and improve client satisfaction within its Commercial & Investment Bank. The role demands strong expertise in managing treasury and cash management products, alongside...Senior
$75k - $85k
The Mather Group (TMG) is seeking a highly motivated and detail-oriented Senior Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to advisors and clients while collaborating with a dynamic, nationwide...SeniorFull timeWork at office$285k - $365k
Duane Morris LLP has an opening in its New York office for an associate to join its growing Private Client Services Practice Group. Ideal candidate should have at least 5‑7 years of law firm experience in trust and estates and experience working with high net worth individuals...SeniorPrivate practiceWork at office$90k - $125k
...Senior Client Services Associate LaSalle Network is hiring on behalf of a growing registered investment advisory firm based in downtown Nashville, seeking Senior Client Services Associate. This team works closely with high-net-worth individuals and families, providing...SeniorWork at office$90k - $110k
...Recruiting Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide Senior Client Service Associate Overview Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net...SeniorFull timeTemporary workSeasonal workWork at office$90k - $110k
...meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success... .... About the Role We are seeking an accomplished Senior Associate in Client Service to join one of our largest advisor teams. This individual...SeniorFull timeSummer workWork at office- ...advisors and their prospective and existing clients and other branch staff team members.... ...Provides efficient, high‑quality client service, account maintenance, and administrative... ...education regarding the Raymond James and Associates platform. Knowledge of Company’s...SeniorWork experience placementWork at officeRemote workHome office
- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life...SeniorWeekend workAfternoon shift
- Join to apply for the Client Service Senior Associate role at JPMorganChase 1 day ago Be among the first 25 applicants Join to apply for the Client Service Senior Associate role at JPMorganChase Get AI-powered advice on this job and more exclusive features. Job Description...SeniorFull timeTemporary workPart timeNight shift
$65k - $75k
If you’re interested in building your career in financial services, our client has a fantastic opportunity to join one of their wealth management teams! As a Client Service Associate on one of their largest teams, you will learn the Registered Investment Advisor industry...SeniorTemporary workWork from home$90k - $100k
We are seeking an experienced Client Service Senior Associate who delivers a white‑glove client experience and serves as relationship manager for complex client and operational workflows to join our Carmel (Indianapolis) office. The ideal candidate brings prior experience...SeniorFull timeWork at officeLocal area- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide... ...complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests...SeniorWork experience placementWork at office
$71.87k - $114.8k
...Account Officer Senior This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate Banking Divisions. They are the... ...most effective combinations of products and services for their individual situation. Actively engages...SeniorImmediate start- ...Introduction At Gallagher Benefit Services, you’re a trusted partner to... ...important people decisions. We help clients build better workplaces, where people... ...service that spans over 100 years. As a Senior Client Service Associate, you’ll play a key role in...SeniorFull timeLive outWork at officeLocal areaFlexible hours
Gallagher Benefit Services
Lubbock, TX12 hours agonew $52k - $84.76k
...Senior Associate Corporate Actions Responsible for corporate action instruction processing.... ...joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and... ...and real estate, SSGS' tools help our clients make better investment choices and act...SeniorTemporary workWork at office- ...: Houston, TX Industry: Financial Services / Wealth Management Compensation:... ...incentives About the Role: Our client, a top producer in the financial... ...industry, is seeking a highly skilled Senior Client Service Associate to oversee daily operations and enhance...Senior
Claire Myers Consulting
Houston, TX22 days ago $70k - $90k
...Sr Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi...SeniorFull timeTemporary workWork at officeFlexible hours- A reputable financial services firm in Jacksonville, Florida, is seeking a Registered Client Service Associate to support financial advisors and clients. The role requires effective communication and organizational skills across various platforms. Key responsibilities...Senior
- ...Job Description Job Description OVERVIEW: As a Senior Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships. Through proactive and strategic client interaction...SeniorWork experience placementWork at office
Tolleson Wealth Management
Dallas, TX4 days ago - ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...SeniorWork at office
$60k - $85k
...large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted... ...— connecting them to the benefits they need and the service they deserve. Position Summary The Account Manager position is...SeniorFull timeRemote workMonday to Friday3 days per week
