A company is looking for a Client Support Associate for an online auction platform. ...
The Client Associate will be a key member of our team and will be integrally involved in all aspects of the company’s Wealth Management business by providing administrative and operational support to Financial Advisors, onboarding new clients, and managing day-to-day client requests. Manhattan West ...
A company is looking for a Client Success Associate in Chicago or Remote. ...
Cresset is seeking an Associate , Private Wealth Client Services with 1-2+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a...
A company is looking for a Client Engagement Associate. ...
Act as the primary point of contact for clients; track and solve client issues. We apply our unique expertise in strategic communications, public affairs, research, and digital marketing to create sophisticated and customized strategies that make change possible for American and European clients. Th...
We are seeking a detail-oriented Client Accounting/Finance Manager to join our team in Santa Monica Los Angeles. This role is critical in managing the financial aspects of our client accounts, ensuring accurate billing, and providing financial insights that drive business decisions. Monitor and perf...
Our client is looking for a Client Service Associate. Passion to help new and existing clients. ...
ISC’s team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisory Associate opportunity. Responsibilities will include providing portfolio analysis, investment research, client presentations, analytical support and hel...
Senior Client Service Associate. This candidate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The ideal candidate is passionate about client service, demonstrates exceptional communication and time management sk...
The Associate Client Partner is a developmental level sales position focused on the real estate, media, consumer and travel categories. Build relationships and develop a significant account list of advertisers and agencies through cold calls, trade networking events, and leads generated by associate...
As a key liaison between clients and internal teams, this role will play a pivotal role in ensuring the satisfaction and success of our clients within the Specialty Markets vertical. This role will provide direct client support in the areas of Treasury Management and Commercial Banking operations. A...
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains currentIdentify and assist with Firm services and solutions that suppor...
Associate, Private Equity Clients. Focusing on an asset type allows our Associates to speak our clients' language and intricately understand how they operate. If at times your client asks you for help out of hours, or your expert is in a different time zone, you strive to support - your hours vary a...
Associate, Private Equity Clients. Focusing on an asset type allows our Associates to speak our clients’ language and intricately understand how they operate. If at times your client asks you for help out of hours, or your expert is in a different time zone, you strive to support - your hours vary a...
Global Executive & Private Client Group (GEPC) Senior Associate. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice. Serve as a central point of contact and primary client interface related to supporting Japanese and...
The Associate Client Partner is a developmental level sales position focused on the real estate, media, consumer and travel categories. Build relationships and develop a significant account list of advertisers and agencies through cold calls, trade networking events, and leads generated by associate...
As a member of the Private Client Services practice, Senior Associates participate in the tax planning, consulting, and compliance process for a variety of clients, including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Senior Associates interact heavily wit...
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...
They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals. Exceptional client service and communication skills with a demonstrated ability to...
This role is an Associate in Third Bridge and you'll be working with our Consulting Clients. Associate, Consulting Clients. Focusing on an asset type allows our Associates to speak our clients’ language and intricately understand how they operate. When your client relies on us for help at off h...
The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Associate. Provide top quali...
As a Treasury Sales Associate in Corporate Client Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. Are you customer focused, enjoy building relationships and providing financial solutions to your...
Associate Account Executive, Private Client Insurance. Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, handle and/or direct all the inside service work associated with the clients' accounts, including all endorsement activity, routi...
Associate Client Support Consultants. In this role, you will serve as ADP's front-line for solving clients' challenges, including issue resolution, answering questions, helping clients, training their users on ADP technology, and more. You carry the weight of ADP's service reputation and client sati...