A company is looking for a Client Service Associate - Tamarac Reporting to join their Service team.Key ResponsibilitiesProvide technical support and training on the Tamarac Reporting productCollaborate with internal teams to resolve client inquiries and manage expectationsParticipate in projects to enhance client support offeringsRequired QualificationsBachelor's degree in business, finance, or a related field preferred1+ years of experience in a client-facing role within the financial services sectorProficiency in MS Office SuiteAbility to learn new technology and platforms quicklyCommitment to maintaining a professional demeanor and courtesy
Client Service Associate
A large securities client is looking for a contract to hire client services associate, onsite in downtown Seattle. This registered Client Service Associate will support Financial Advisors and senior level management while providing sales and administrative support to customers. Maintain client accou...
DEI Client Services & Program Strategy Associate Director
Partner with the Director of DEI Coaching, Client Services, & Culture and the Associate Director, DEI Learning, Client Services, & Data Analytics in providing responsive on-demand education to support employees across Fred Hutch. Associate Director, DEI Client Services & Program Strategy...
Registered Client Service Associate (Seattle)
Private Client Division is currently seeking a Registered Client Service Associate for their Seattle, WA branch office. Registered Client Service Associate (Seattle). Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors. Oppenheim...
Client Service Associate - Seattle
As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. Assist with ad hoc client projects that promote client service/experience, including projects that support th...
Client Service Associate
A large securities client is looking for a contract to hire client services associate, onsite in downtown Seattle. This registered Client Service Associate will support Financial Advisors and senior level management while providing sales and administrative support to customers. Maintain client accou...
Client Service Associate
The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experi...
Private Wealth Management Sr. Registered Client Service Associate**
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...
Client Service Associate
Minimum of 2 years of experience in client service, preferably in the financial services industry. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery. Stay updated on our firm's offerings and services to pro...
Client Service Associate
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. Cultivate and enhan...
Registered Client Service Associate
As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Amerip...