Client associate • usa
Matter Family Office is a multi-family office dedicated to helping families thrive for generations.Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment... Show more
BSA The applicable base salary range for this role is $35,600 to $66,200.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, educatio... Show more
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.Seas... Show more
Location: Edmonton, AB, Canada Job Type: Permanent Date: 7/4/2022 Job ID: MJ88116774 Category: Accounting & Finance .Join a top employer and advance your career.Our client, in the wealth manag... Show more
Join Wells Fargo’s Wealth & Investment Management team as a Client Associate and help drive an exceptional client experience.You will work closely with Financial Advisors and cross-functional partn... Show more
Full-Time Client Care Associate.Locations: Buzzards Bay & Dennis, MA.If you’re an experienced customer service professional who thrives in a fast-paced environment and wants work that truly matters... Show more
We are looking for people who thrive in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.Client... Show more
Client Service Associate Full-Time, In-Office | Tallahassee, FL ABOUT THE ROLE Lester Hamrick, financial advisor with Coastal Wealth, is seeking a detail-oriented and personable Client Service A... Show more
Join a Leading Financial Services Organization.Are you passionate about helping people, solving problems, and building a career in financial services? We're looking for.This is an excellent opportu... Show more
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.Seas... Show more
Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to ... Show more
Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.Processes a variety of customer interactions.Educates cus... Show more
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.Seas... Show more
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec... Show more
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.In t... Show more
As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients.You will work alongside experienced team mem... Show more
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.Seas... Show more
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.Seas... Show more
At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities.Our miss... Show more
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.Seas... Show more
The average salary range is between $ 39,000 and $ 79,995 year , with the average salary hovering around $ 50,647 year .
Matter Family Office is a multi-family office dedicated to helping families thrive for generations. Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. Louis, Denver, and Dallas. Our collaborative culture blends accountability and trust with optimism and fun.
The Associate, Client Service (Project Management Focus) is the coordination hub of Matter's client service team. You own the operational work for each assigned family: leading account workflows, running the meeting cycle, managing entity and CRM data, and keeping the tax and planning process on track. You direct an Analyst, partner with Accounting, Reporting, and outside advisors, and build the knowledge of each family that prepares you for the Director path.
Matter offers medical and dental plans with HSA/FSA options, employer-paid disability and life insurance, a 401(k) with employer match, and 10 paid holidays plus competitive vacation and sick leave. We also support continuing education, career growth, and community involvement.
Matter Family Office is an equal opportunity employer and considers all qualified applicants without regard to any characteristic protected by law. We are unable to sponsor work visas.
