Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Client Services Ass...
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...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Private Wealth Management Registered Client Service Associate - Trilingual Portuguese/English/Spanish**. Cultivate and enhance new and existing client relationships through active communication wi...
If you are eager to kick-start your career or transition into a stable industry that is committed to your professional growth, apply! We want to speak with you! We are seeking a Client Service Associate to join our growing team who can deliver exceptional customer service! Are you interested in help...
We are seeking a senior registered client associate! This role requires fluency in English and Portuguese, and series 7 license. Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients. Interacts daily on the phone and in person with prospe...
The Client Services Associate is a developing professional role. Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, ...
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. The Tax Senior Associate in our Private Client Services team is expected to have high technical knowledge in review of individual 1040 returns, fiduciary 1041 returns, 709,...
The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects. Our services portfolio covers everything from business support services such as interpretation, multicult...
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. Private Client Services team is expected to have high technical knowledge in review of individual 1040 returns, fiduciary 1041 returns, 709, family partnerships, private fo...
The Client Services Associate will handle client inquiries, provide customer support, and ensure excellent customer service. This is a full-time hybrid role as a Client Services Associate based in the Miami-Fort Lauderdale Area. Client Onboarding: Facilitate the onboarding process for new clients, c...
Registered Client Service Associates - Bilingual Spanish/English (CSAs) help shape the future of service by modernizing the client. Registered Client Service Associate - Bilingual Spanish/English. Cultivate and enhance new and existing client relationships through active communication with clients, ...
Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered, Associate, Financial ...
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...
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, f...
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...
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perfo...
The Client Service Associate acts as an advocate for our clients, connecting them with the necessary resources and providing valuable feedback to improve our products and services. The Client Service Associate plays a pivotal role in providing fast, friendly support to clients. The majority of commu...
The Vice President of Client Support Services will have overall responsibility for the delivery and support of Harris School Solutions- Enterprise Financials products to our clients. Vice President of Client Support Services. Ensure performance against measurable goals for the professional services ...
Registered Client Service Associates (CSAs) 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 inquiri...
Assist financial advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. Perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client corres...
The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects. Our services portfolio covers everything from business support services such as interpretation, multicult...
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 information and ...
As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. At Amer...
Seeking a Client Services Associate to join a growing financial services team in Fort Lauderdale for a hybrid opportunity! This person will be responsible for reviewing and processing new accounts, data entry, and communicating with clients over the phone & email. Previous experience in a client-fac...
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Registered Client Servic...