Client Service Associate
Multi-billion Independent Wealth Management Firm
Bennington County, VT
Overview
Multi-Billion dollar Independent RIA serving ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
Highlights
- Serve as a primary lead for client onboarding and private wealth client services
- Provide an excellent client experience for ultra high net worth clients
- Participate in the growth of a growing, independent RIA by servicing client needs, and maintaining and building key relationships
- Strong culture of teamwork, work life balance and personal and professional development
- Competitive compensation package including benefits and bonuses
Requirements
- Bachelor’s Degree
- 2+ years experience in Client / Customer Service capacity, preferably in Financial Services
- Track record of professionalism, adaptability, attention to detail, and time management
Client Services Associate
Multi-Billion dollar Independent RIA serving ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. Serve as a primary lead for client onboarding and private wealth client services. The Firm provides sophisticated fina...
Assistant/ Associate Professor/ Professor Neurosurgery Endovascular Surgeon
Candidates at the Assistant Professor, Associate Professor, Professor in the Clinical Scholar Pathway will be considered for this position. ...
Customer Service Representative (In-Person)
Customer Service Representative. Currently, we are looking for a Customer Service Representative in our Woodsville Main Office. Customer Service Representative's Responsibilities. Customer Service Representative's Requirements:. ...
Account Manager
The Account Manager at Twincraft Skincare partners with Sales to manage new and ongoing customer relationships while overseeing all customer orders and developments from concept to delivery. The Account Manager supports Twincraft’s growth and profitability by providing excellent customer service whi...
Personal Lines Account Manager
As an Account Manager, you will enhance our agency's reputation and revenue by delivering exceptional service and proactively managing multi-policy accounts. Alera Group is looking for a Personal Lines Account Manager – joining us may be the perfect fit for you!. Conduct annual reviews for...
PT Customer Service Associate
Provide outstanding friendly customer service. Effective communication and customer service skills. Greet all customers and provide them with prompt courteous service and assistance. BOTTLES where applicable; Add up and record bottle returns into a cash register/bottle slip to provide customers with...
Associate Gold Customer Service Representative VT
We support our customers 24 hours a day/7 day a week/365 days a year, so our customer service representatives need to be flexible to work within the hours of operation, plus weekends and holidays. Associate Gold Customer Service Representative. It defines how we interact with our customers, agents, ...
Commercial Insurance Account Manager
The selected employee will be responsible for servicing assigned commercial insurance accounts with designated Producer. Account rounding and development of new business as appropriate and in accordance with the practices, policies and procedures of the Company. Review and analyze commercial account...
Data Archival Project Manager
Our projects are clinical, business, and technical in nature, and it is critical that you can communicate effectively with all these audiences. Leading multi-disciplinary teams towards project success. Keeping projects on time and within scope. Managing multiple projects across a wide array of clien...
Customer Service Representative - VT Campus (Start Date November 19th)
Customer Service Representative at National Life Group . You enjoy delighting customers with exceptional service. We will train you to work directly with our customers across America to ensure they have a positive experience in understanding their life and annuity policies with National Life Group. ...