The firm is seeking a Client Service Associate to join our Private Client Division in Southbury CT office. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading...
We are looking for an experienced and dedicated Client Service Associate to join our team and assist with administrative tasks related to our diverse clientele. Serve as the primary point of contact for clients, addressing inquiries and providing exceptional client service through phone, email, and ...
The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The primary responsibility of the Associate Client Advocate is to provide an exception...
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our New York, NY office. Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and esc...
Associate, Private Wealth Client Services. The team at Cresset is a New York/Greenwich-based wealth advisory group that delivers a full-service family office experience to high-net-worth and ultra-high-net-worth clients. This position serves as a primary contact for clients, supporting wealth adviso...
The Client Services Associate must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process. Provides superior client service by identifying client's w...
We're looking for a Client Service Associate to:. Are you truly service oriented? Do you know how to take care of people?. You'll be working in the Financial Services team in Palo Alto Your working location will be based in New York. We help high net worth and ultra-high net worth individuals and fa...
Private Client Division is currently seeking a Registered Client Service Associate for their Midtown East branch office. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sal...
Facilitating interactions with new and existing clients. Liaising with clients and supporting their account related queries. Key Skills:Client/Customer Support. ...
Masterworks is looking for Client Services Associates to do outbound work to potential investors by phone, igniting their interest in investing in art, and scheduling them to speak with one of our Senior Financial Advisors. Our ideal candidate has 1-5 years of sales or advisory experience within an ...
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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Onboards new ...
This role will be a critical member of the inaugural Client Services Team and will report to the Vice President, Client Services. Aquarian Holdings is seeking an exceptional individual to join the Client Services team as an Associate. This individual will be responsible for building, scaling and mai...
The Associate will partner with the Client Solutions & Business Development (CSBD) team to maintain a high level of service, facilitate the needs of our clients, and optimize the CSBD Team's effectiveness with reporting and CRM management. The Client Service Associate (CSA) role is an essential part...
As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact with a clear career path ahead of you? If so, our Associate Program is the ri...
Covala embodies our dedication to forming powerful bonds with our clients and plan participants - connecting them to the benefits they need and the service they deserve. Experience with client/customer service, preferably in a corporate setting. Since 1993 we have connected employees of our clients ...
As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact with a clear career path ahead of you? If so, our Associate Program is the ri...
The Client Engagement Team is responsible for proactively fostering meaningful relationships with clients to identify opportunities for leveraging the company's products, ensuring they achieve their objectives and derive maximum value from the services provided. This team acts as the primary point o...
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...
As a Client Service Associate II within the Markets Transition team, you will work closely with Corporate and Investment Bank Markets Sales, Trading, clients and internal partners to prepare clients to trade Markets products. Your goal is to deliver an excellent client experience in line with the ne...
We’re looking for a Registered Client Service Associate to:. Are you truly service oriented? Do you know how to take care of people?. ...
Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. Maintain existing client relationships through the processing of client requests, resolving client inquiries while ensuring all client inform...
We are focused on providing superior customer service while executing memorable trips for travelers. This is an opportunity to work from home booking air, car, hotel, cruises, sporting events and concerts for a company that has been in business over 70 years serving clients worldwide. Serve as prima...
Client Services Associates are the first point of contact for clients. As a member of Client Services, you will serve as a solution generalist for the S&P Global Market Intelligence Platform. Client Services interacts with many internal teams, including Sales, Content, Product, and Technical Support...
The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process. Provides superior client service by identifying client’s w...
As a Technical Client Service Associate in the front office team, you will play a pivotal role in delivering exceptional front-line support services to Neovest customers through email and phone channels. You have Bachelor’s degree (or equivalent) and have at least 3+ years of experience working in a...