A company is looking for a Client Service Associate. Key Responsibilities:Creating and capturing decisions on CDM presentations and project requestsConducting analytics in data and report analysis, running validation reports, and responding to research requestsSupporting Client Policy Manager throug...
Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. Provide an excellent client experience for high net worth clients, building and maintaining client relationships. The Firm p...
Key Responsibilities:Serve as the account manager and trusted adviser for client operational contactsManage operational implementation and execution of client payment policy decisionsCoordinate and manage client-related internal and joint meetingsRequired Qualifications:Bachelor's Degree preferred, ...
The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and ...
Key Responsibilities:Maintain understanding of client businesses, develop relationships, and analyze trendsEducate clients on services, manage client satisfaction, and participate in projectsAct as a liaison between clients and internal departments, mentor colleagues, and provide feedbackRequired Qu...
We are Glassman Wealth Services, a Tysons Corner, Virginia-based wealth management firm, and we are seeking an Operations Associate who is passionate about doing ‘the work' and thrives as part of a cohesive team. Ideally, you've held a similar position that helps you appreciate the nua...
One of the top wealth management firms in the DMV is looking to add a client services manager to their team due to growth. Build and maintain strong relationships with clients through effective communication and proactive service. Guide new clients through the onboarding process, ensuring a smooth t...
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...
Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. Provide an excellent client experience for high net worth clients, building and maintaining client relationships. The Firm p...
As an Executive Client Service Associate, you will be part of the Client Services Team and provide full support to an Executive Director Planner within the firm, ensuring and enhancing client satisfaction thru direct contact with clients, custodians, and other operational employees. We are looking f...
One of the top wealth management firms in the DMV is looking to add several client services associates to their team due to growth. Build and maintain strong relationships with clients through effective communication and proactive service. Guide new clients through the onboarding process, ensuring a...
Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative...
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for 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, T...
Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. Provide an excellent client experience for high net worth clients, building and maintaining client relationships. The Firm p...
A company is looking for a Principal Associate - Client Development. ...
A company is looking for a Client Trust Manager - Cyber Service Delivery. ...
A company is looking for a Client Services Representative in the US for a remote, full-time customer support position. ...
A company is looking for a Client Success Onboarding Associate. ...
A company is looking for a Senior Specialist (SME), Client Services. CSC and/or Team Lead roleExperience providing training and guidance to the Client Services team or other groupsDemonstrated ability to perform as an expert in operational processes and provide insight to junior staff. ...
A company is looking for a Senior Manager, Client Services in the US. Key Responsibilities:Utilize market research tools to analyze trends and provide client-focused solutionsService top-tier sports leagues, teams, and agency accountsManage projects, lead client interactions, and deliver comprehensi...
A company is looking for a Weekend/ After Hours Client Services Representative - Remote. ...
A company is looking for a Senior Associate - Client Development. ...
A company is looking for an Accountant- Client Services Manager (Remote, US Based). ...
A company is looking for a Sales Development Representative in the financial services ecosystem. ...