EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a commitment to delivering exceptional client services. Develop a working knowledge of the client's business,...
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a commitment to delivering exceptional client services. Develop a working knowledge of the client's business,...
The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management, and ongoing mai...
The combined role of Office Coordinator and Client Service Associate (CSA) involves supporting the Relationship Manager by coordinating activities related to new policies and client services, preparing documents for sales meetings, performing insurance underwriting duties, scheduling medical exams, ...
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 Senior Client Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching client inquiries and issues in order to effectively bring about resolution. This role also provides oversight on some aspects of the Client Service A...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key infor...
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 Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of th...
As an Associate on the Client Service team, you will understand your client's unique business questions and identify the experts who can best provide the answers. Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for c...
In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. We are looking for someone who thrives in a welcoming, customer service-oriented environment with. If you ...
If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you wil...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through activemunication with clients, processing client requests, resolving inquiries, providing guidance and making sure key informati...
Responsibilities include providing exceptional client service to clients and third parties along with processing cash & security transfers, establishing new accounts at various custodians, preparing tax reporting, and maintaining client information. Communicate frequently with clients, act as the li...
Reporting to the New Accounts Manager, the Client Service Associate will primarily be responsible for fulfilling new account administration initiated by Clients and Advisors, all while maintaining the team's goal of deepening the trust our clients have placed in the firm. Client Service arena, prefe...
Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / Laptop provided - As a Client Services Associate you'll: Provide timely and accurate information to inbound customer service requests; Respond promptly and professionally to incoming phone calls, E-mails, and other web-based syste...
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Private Wealth Management Registered Client Service Associate. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, re...
As a Client Services Associate with NPM, you will be working with some of the most high-profile private companies, institutions, and individuals to facilitate their secondary transactions. We will look to your analysis of client feedback to further evolve our technology and service offerings across ...
Collaborate with the broader team to deliver the highest standard of client service and consistently exceed client expectations. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U. ...
It is designed to provide advanced training and additional clinical supervision to Associate Marriage & Family Therapists, Associate Clinical Social Workers and Associate Professional Clinical Counselors (AMFT/ACSW/APCC) who have prior experience working in a mental health setting. Position meets th...
The Client Services Associate II (CSA II) is responsible for providing exceptional support to clients and patients in their territory, work collaboratively with other Client Services Team members to achieve department goals and work cross functionally with commercial and lab operations partners to i...
The Client Services Associate II (CSA II) is responsible for providing exceptional support to clients and patients in their territory, work collaboratively with other Client Services Team members to achieve department goals and work cross functionally with commercial and lab operations partners to i...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Registered Client Service Associate. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providi...
Act as the primary point of contact for clients; track and solve client issues. Find meaningful opportunities for clients and lead the development of a campaign strategy and orchestrate its implementation. Produce and oversee high-quality client work. Deliver formal and informal presentations to cli...