Our client Service team directly impacts our client experience and is important to the success of the organization. Altium Wealth is looking for a dynamic professional to join our growing Client Service team. Liaison between clients and advisors and expected to deliver exceptional service both inter...
A company is looking for a Client Services Associate. Key Responsibilities:Respond to customer inquiries via phone, email, and chat with integrityGuide transactional requests related to account changes, rollovers, loans, and withdrawalsAssist customers with enrollment in SMARTMap's Financial Wellnes...
Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our team. This role will include administrative and operational activities, but it will also include financial ...
A company is looking for a Client Service Associate. Key Responsibilities:Creating and capturing decisions on CDM presentations and project requestsConducting analytics in data and report analysis, running validation reports, and responding to research requestsSupporting Client Policy Manager throug...
Our client a top rated RIA is seeking a Client Service Associate who supports the firm's advisors by building and maintaining client relationships through a variety of tasks including, but not limited to account opening, account maintenance, gathering statements, completing documentation, as well as...
With direction, the AA/CSA will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems, providing customer service both in person and over the phone, facilitating and resolv...
The Client Service Associate role is a valuable part of the overall level of service and communication provided to clients, Consultants, custodian firms and money managers, working on the clients’ behalf to help them achieve their investment goals, no matter how big or small. Uphold superior client ...
The Client Services Specialist is an invaluable member of the hospital team who works directly with a Hospital Manager and supporting medical staff to provide exceptional customer service while maintaining a smooth and efficient flow of clients and patients through the animal hospital. Follows estab...
The Client Service Associate is responsible for high-quality customer service and communication to private clients, Investment Consultants, custodians, and money managers. The Client Service Associate acts as a dedicated liaison between custodians and clients, building trusted relationships and deli...
Tax Senior Associate, Business Tax Services - Private Clients. Provide tax compliance and advisory services to owners and senior executives of KPMGs private client base which focuses on ultra-high net worth individual, trust and estate clients. Experience managing multiple client engagements and cli...
Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our team. This role will include administrative and operational activities, but it will also include financial ...
With direction, the AA/CSA will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems, providing customer service both in person and over the phone, facilitating and resolv...
The Client Service Associate reports to the Senior Client Service Associate, Lead Advisor, or Principal Advisor and is critical to appropriately leveraging Advisors’ time. Other responsibilities as assigned by the Senior Client Service Associate, Lead Advisor, or Principal Advisor. This position uti...
With direction, the AA/CSA will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems, providing customer service both in person and over the phone, facilitating and resolv...
As a Client Service Research Associates (CSRA) on the Sustainable Investing team, you will have an aerial view of our sustainability research and portfolios, play a vital role in delivering these insights and capabilities to our clients, and collaborate closely with our Co-CIOs for Sustainability, r...
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and c...
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 join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch ...
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, T...
The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insu...
SummaryThe Client Service Associate reports to the Senior Client Service Associate, Lead Advisor, or Principal Advisor and is critical to appropriately leveraging Advisors’ time. Other responsibilities as assigned by the Senior Client Service Associate, Lead Advisor, or Principal Advisor. This posit...
We’re seeking a future team member for the role of Associate, Client Service I to join our Wealth Management team. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U. Uses communica...
As a Client Service Research Associates (CSRA) on the Sustainable Investing team, you will have an aerial view of our sustainability research and portfolios, play a vital role in delivering these insights and capabilities to our clients, and collaborate closely with our Co-CIOs for Sustainability, r...
Experienced Associates in Private Client Services (PCS) support a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. We stand as a trailblazing force w...
The Client Services Associate will be responsible for customer service and operational functions for the firm. Our client is an investment advisor focused on global credit and manages over $25 billion in AUM. Professional demeanor with strong customer service attitude. ...
The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insu...