Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Registered Client Service Associate to :
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
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...
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 Services Associate
The Client Services Associate 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 but not limited to, word processing, preparing mailings, filing, answering the phone, ob...
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...
Blackstone Multi-Asset Investing (BXMA) - Client Service Analytics, Associate
BXMA – Client Service Analytics, Associate. At analyst and associate level, you will play an integral role in developing tools to assist the team with client reporting, creation of strategic marketing materials, client relationship management, message control, and process enhancements and efficiency...
Associate, Client Services/Customer Care Advisors
You will be required to partner with leaders, peers, product associates, sales, and relationship managers on required projects to service our clients and facilitate the continuous improvement of our products and services. As an Associate, you are expected to support our clients and the business with...
Registered Funds Associate Attorney
Advise clients on complex issues relating to registered investment companies, supporting a diverse client base that includes start-ups, boutique firms, and global financial institutions. Registered Funds Associate Attorney. Registered Funds Associate Attorney. Renowned for providing counsel to promi...
Remote Client Service Associate
Preferred Skills: • Excel in communication, showcasing active listening and effective problem-solving abilities.Embrace a continuous learning mindset, readily adapting and adjusting to new situations.Thrive both in collaborative team environments and as an independent contributor.Possess an un...
Regulatory Associate, In-Business Client Service & Operations Risk & Controls
REGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS WHAT IS THE OPPORTUNITY? This position will work directly with the City National Rochdale's ("CNR") First Line of Defense to support and assist in identifying, monitoring and mitigating operational and regulatory risks wit...
Private Bank Client Services Associate Sr
The Private Bank Client Services Sr Associate provides Clients with high quality, prompt, and professional financial services in accordance with the rules, regulations and guidelines of the bank. Trains and develops the Client Services & Operations Assistants. The role requires a strong understandin...