From training of our team on the latest estate and tax strategies and implementing investment research technology, to discovering better ways to improve client service, it's all about our clients. Does this sound like the kind of positive, team-focused environment where you would excel? Argent Wealt...
At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns. Foster relationships and ensure our clients always ...
I’m writing to inform you that one of my client companies, a wealth management firm in Boston, is seeking an Associate, Client Service & Marketing. Associate, Client Service & Marketing opening located at a wealth management firm in Boston. These duties include gathering content to address portfolio...
From training of our team on the latest estate and tax strategies and implementing investment research technology, to discovering better ways to improve client service, it's all about our clients. Does this sound like the kind of positive, team-focused environment where you would excel? Argent Wealt...
RapidRatings is actively looking for a driven Client Delivery Associate to join our growing Client Delivery and Operations team. Client Delivery Associate - Fluent in German**. To be a good fit for the Client Delivery Associate opportunity, you will have:. Strong written and oral communication skill...
An investment advisory firm is seeking a Client Service Associate! In this role, you will be a primary point of contact for service and planning related needs for a select group of the firm's clients. Client Service Associate to $95K Plus Bonus!. The qualified candidate needs to project a can-do ima...
A distinguished cross-over investment firm in Boston, MA is searching for a dynamic Client Service Associate to provide stellar operational support across the firm s multiple investment products! They are looking for proactive candidates with experience in an administrative or client service-oriente...
The ideal Client Service Associate exhibits patience, good listening skills, attention to detail, and overall positive presence in the company and with prospects and clients. This position provides an undivided focus on prospects and clients, from being a helpful voice on the phone to answering ques...
Are consultative and brig a positive and resourceful approach to dealing with prospective clients and associates. World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Help clients exp...
Eclipse Client Service is rapidly growing and needs your help! Eclipse Service Consultants are an integral part of the Eclipse platform, a cloud-native investment management solution, working both with our clients and our R&D teams. Solutions Consultant, Eclipse Client Services. We collaborate w...
Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures. Are consultative and bring a positive and resourceful approach to dealing with pros...
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 a member of the Insight Client Service Team, this is a dynamic and pivotal role supporting the relationship management and client servicing efforts of our client base. The client service team is responsible for supporting the firm in the delivery of exemplary service to a range of institutional &...
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...
We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.Fostering a positive workplace experience remains a top priority.We’ve earned the Great Place to Work certification, which recognizes e...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. Responsible Growth is how we run our...
Nurtures and grows current client. Contacts current clients to check in on projects, needs, and for referrals. ...
We’re seeking a future team member for the role of Associate, Client Processing 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 and abroad ac...
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...
Eclipse Client Service is rapidly growing and needs your help! Eclipse Service Consultants are an integral part of the Eclipse platform, a cloud-native investment management solution, working both with our clients and our R&D teams. Solutions Consultant, Eclipse Client Services. We collaborate w...
The Client Implementation Officer will lead the planning, coordination and execution of client and product events at State Street Global Advisors (SSGA) across multiple global regions including:. Client fundings for separate accounts and commingled funds. Client and Fund liquidations and termination...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guid...
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. You'll embark on a journey that tr...
Principal Associate, Cyber Risk & Analysis - Cyber External Client Assurance - Independent Assurance (SOC 2, ISO27001). The Cyber External Client Assurance (CECA) - Independent Assurance team centrally facilitates Capital One’s commercialized products and services through their Commercialized Attest...
As part of the Client and Creative Services group within Business Partnerships, you will play a key role with the pre- and post-sale process, from working side-by-side with Account Executives to create compelling sales cases, materials and proposals to helping with the execution and optimization of ...