Collaborate with client service teams to prepare for client meetings and handle service requests with custodians (e. Contribute to quarter-end client reporting, producing and reviewing client reports. Our client is seeking a full-time. This role focuses on back-office administrative tasks with some ...
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. The candidate will serve as a primary point of contact for clients and collaborate with a portfo...
Senior Client Services Associate. The Client Services Associate holds a pivotal role in the organization and will act as the face of BillionToOne for our customers including physicians, OB/GYN clinics and auxiliary staff and for patients. Collaborate with our laboratory to ensure that client informa...
Partner with Associate Recruiting team and use critical thinking to staff client projects and engagements with qualified associates. Our Walnut Creek office is currently hiring an Associate Director of Client Services, responsible for developing and maintaining long-term relationships with area busi...
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...
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. Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clien...
Job responsibilities: * Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and ...
Senior Associate, Japanese Global Executive and Private Clients. In some circumstances, clients also may require proof of vaccination or testing (, to go to the client site). Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and chall...
Ensures timeliness, accuracy, and completeness in client materials and supports the other Client Associates with following up on all client and Financial Advisor (FA) requests. Provides excellent Client Service to the bank's clients through educating them on all of our service and banking offerings....
We’re looking for a Client Service Associate to:. ...
This position is for an in-house attorney in Visa’s Legal and Ethics & Compliance group who will be a member of the legal team that supports the North America Sales and Client teams. As a member of this team, you’ll provide thoughtful and pragmatic legal guidance to key teams at Visa to facilitate c...
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...
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...
Collaborate with the broader team to deliver the highest standard of client service and consistently exceed client expectations. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communiti...
Graduating students will be hired as a Client Service Associate and placed in a three-month training program where they will learn the benefits of programmatic advertising, platform capabilities of The Trade Desk, company culture, and the structure and operations of the Client Services department. T...
As a Summer Associate in the Client Service team, you’ll be the link between our clients and the expert knowledge they seek. Looking for an internship with commercial frontline responsibility and the opportunity to work on live client projects? Do you seek to have immediate personal impact? If so, o...
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines. We are looking for a dynamic individual who excels in a progressive se...
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies. We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes•...
Wealth Manager Client Associate (West Coast). ...
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...
Our team of industry experts are former accountants, executive recruiters and specialized professionals with an average of 10 years' experience, plus a deep understanding of our client’s industries, needs and jobs requirements. The Executive Recruiter identifies, evaluates and delivers outstanding a...
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...
Global Executive & Private Client Group (GEPC) Associate. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Associate to join our Business Tax Services practice. Serve as a central point of contact and primary client interface related to supporting Japanese and non-Japanese ...
This role combines client service responsibilities with fiduciary and wealth management tasks, ensuring the highest level of service for our clients. The firm manages $ billion in client assets, as of March 31, 2024. Additionally, Evercore Wealth Management offers personal trust and custody services...
Prepare and attend presentations for existing clients and for potential new clients. Our client is a boutique wealth management firm providing customized investment strategies for high-net-worth individuals. Conduct analysis and execute projects for client portfolios ranging from investment manageme...