A company is looking for a Client Service Associate to provide administrative support to financial advisors and their staff.
Key Responsibilities : Assist in onboarding new advisors and their staffManage CRM (Redtail) and ensure data accuracyProvide service and support to advisors, resolving inquiries and issuesRequired Qualifications : 2+ years in a broker dealer and client service role or similarBachelor's degree in business, finance, or a related field or equivalent experienceFamiliarity with the financial services industryProficient in Microsoft Excel, Word, PowerPoint, and CRM applications (Redtail)Ability to thrive in a fast-paced and growing environment
Client Service Associate
A company is looking for a Client Service Associate to provide administrative support to financial advisors and their staff. ...
Client Service Associate - Financial Services (V)
If you are an experienced Client Service Associate who wishes to work in a financial services firm where you can make an immediate contribution, then do not miss this great opportunity! You will bring experience in executing the service needs of clients and in supporting advisors. Correspond with cl...
Client Service Delivery Associate
A company is looking for a Client Service Delivery Associate III, preferably in the Mountain and Pacific Time Zones. ...
Tax Senior Associate [Private Client Services]
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. 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 collaborati...
Client Service Associate - Financial Services (V)
If you are an experienced Client Service Associate who wishes to work in a financial services firm where you can make an immediate contribution, then do not miss this great opportunity! You will bring experience in executing the service needs of clients and in supporting advisors. Correspond with cl...
Tax Senior Associate [Private Client Services]
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. 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 collaborati...
Client Services/Hospitality Representative
Law firm in Boca Raton is looking full-time Client Services/Hospitality Representative. Copy/mail room services, large print jobs, assisting attorney with trial binder prep, receive, scan, process all incoming and outgoing mail/packages USPS/FEDEX, arrange messenger services. Job description: Front ...
Tax Senior Associate [Private Client Services]
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. 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 collaborati...
Client Services/Hospitality Representative
Law firm in Boca Raton is looking full-time Client Services/Hospitality Representative. Copy/mail room services, large print jobs, assisting attorney with trial binder prep, receive, scan, process all incoming and outgoing mail/packages USPS/FEDEX, arrange messenger services. Job description: Front ...
Registered Client Service Associate
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Registered Client Service Associate. Onboard and maintain client accounts, including collecting client information and req...