A company is looking for a Client Service Associate to provide administrative support to financial advisors and their staff.
Key Responsibilities : Assist in onboarding new advisors and their staffManage CRM (Redtail) and ensure data accuracyProvide service and support to advisors, resolving inquiries and issuesRequired Qualifications : 2+ years in a broker dealer and client service role or similarBachelor's degree in business, finance, or a related field or equivalent experienceFamiliarity with the financial services industryProficient in Microsoft Excel, Word, PowerPoint, and CRM applications (Redtail)Ability to thrive in a fast-paced and growing environment
Client Service Delivery Associate
A company is looking for a Client Service Delivery Associate III, preferably in the Mountain and Pacific Time Zones. ...
Tax Senior Associate [Private Client Services]
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and c...
Client Service Associate (Remote)
D Aceto Services LLC is seeking a motivated and customer-focused Client Service Associate to join our remote team. In this role, you will be the primary point of contact for our clients, ensuring they receive exceptional service and support. Provide accurate information about products and services t...
Client Service Associate, The Wealth Office
The Client Service Associate is responsible for high-quality customer service and communication to private clients, Investment Consultants, custodians, and money managers. The Client Service Associate acts as a dedicated liaison between custodians and clients, building trusted relationships and deli...
Client Service & Marketing Operations Associate
As a Client Service & Marketing Operations Associate, you will be a member of our detail-oriented team in an ever-evolving environment. Your main responsibilities will focus on ensuring incomparable client service while balancing the operational needs of the organization which include:. Relation...
Tax Senior Associate [Private Client Services]
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and c...
Client Service Associate - Hartford, CT
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. Client Service Associate...
Senior Tax Associate – Private Client Services (Hybrid)
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...
Client Service Associate, Account Management - Hybrid NYC (Future)
The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insu...
Client Service Associate
Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch ...