EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a commitment to delivering exceptional client services. Develop a working knowledge of the client's business,...
A company is looking for a Client Services Associate II to provide exceptional support to customers and internal teams. ...
Reporting to the New Accounts Manager, the Client Service Associate will primarily be responsible for fulfilling new account administration initiated by Clients and Advisors, all while maintaining the team's goal of deepening the trust our clients have placed in the firm. Client Service arena, prefe...
A company is looking for an Associate, Client Services to manage client accounts and enhance customer experience in the crypto and Web3 space. ...
Provides excellent and expeditious client experience; greets clients, responds to questions; processes incoming and outgoing patients, and handles payments. Documents and maintains client information, service data and other pertinent information within practice management software, including meeting...
A company is looking for a Client Service Associate - Personal Strategy to act as a liaison between advisors and clients. ...
Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / Laptop provided - As a Client Services Associate you'll: Provide timely and accurate information to inbound customer service requests; Respond promptly and professionally to incoming phone calls, E-mails, and other web-based syste...
You will be responsible for providing excellent client service while delivering administration of client financial accounts and associated money movement. You will be responsible for portfolio accounting, billing, using our portfolio management software; client input and maintenance within our finan...
In addition, you'll have an opportunity for career growth in our dynamic team that we describe as the "gold standard" in client service. Operations and Client Service preferred; FINRA registrations are a plus. We invest our clients' capital across a range of fixed income and credit opportunities, le...
The Client Service Associate will primarily be responsible for a variety of tasks related to client service and support for our US GWM Separately Managed Account (SMA) business. Partnering with team members across multiple business areas at the firm, in order to: sell & support our SMA platform, res...
Reporting to the New Accounts Manager, the Client Service Associate) will primarily be responsible for fulfilling new account administration initiated by Clients and Advisors, all while maintaining the team's goal of deepening the trust our clients have placed in the firm. Client Service arena, pref...
As part of StepStone’s Data & Software Engineering (“DSE”) department, the Client Service & Database Analyst / Associate will be responsible for providing support for internal and external stakeholders of StepStone’s technology platform, supporting business development and marketing activities, and ...
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...
In addition, you’ll have an opportunity for career growth in our dynamic team that we describe as the "gold standard" in client service. Operations and Client Service preferred; FINRA registrations are a plus. We invest our clients’ capital across a range of fixed income and credit opportunities, le...
Collaborate with client service teams to prepare for client meetings and handle service requests with custodians (e. Manage client service requests, including account maintenance, ACH transfers, and ACAT processing. Contribute to quarter-end client reporting, producing and reviewing client reports. ...
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...
Serving as the vital link between our clients, advisers, and business associates, you'll leverage your exceptional communication and listening skills to ensure elite client service daily. As a Client Services Representative, your duties encompass but are not restricted to: handling incoming calls, w...
You will be responsible for providing excellent client service while delivering administration of client financial accounts and associated money movement. You will be responsible for portfolio accounting, billing, using our portfolio management software; client input and maintenance within our finan...
The Client Services Associate II (CSA II) is responsible for providing exceptional support to clients and patients in their territory, work collaboratively with other Client Services Team members to achieve department goals and work cross functionally with commercial and lab operations partners to i...
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. Serve as a primary lead for client onboarding, investment implementation, and private banking se...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Registered Client Service Associate. Onboard and maintain client accounts, including collecting client information and req...
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...
Reporting to the New Accounts Manager, the Client Service Associate will primarily be responsible for fulfilling new account administration initiated by Clients and Advisors, all while maintaining the team’s goal of deepening the trust our clients have placed in the firm. Client Service arena, prefe...
The Client Services Associate II (CSA II) is responsible for providing exceptional support to clients and patients in their territory, work collaboratively with other Client Services Team members to achieve department goals and work cross functionally with commercial and lab operations partners to i...