- Neuberger Berman (New York, NY)
- …reports including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high ... and confirm internal systems accurately reflect Private Equity activity + Support client requests for statements and tax documents including 1099's and K1's… more
- Bank of America (Northbrook, IL)
- …for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's ... but are not limited to:** + Managing the branch's Wealth Management Client Associates and Service Support Staff + Overseeing the daily operations of a… more
- Eastern Bank (Manchester, NH)
- The Wealth Client Associate plays a key role in delivering exceptional client service and operational support to high-net-worth clients by collaborating ... initiatives **QUALIFICATIONS:** + 0-2 years of experience in financial services, client service , or administrative support . + Preferred Bachelor's degree in… more
- Kestra Financial (San Antonio, TX)
- … Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing support staff and enhancing the ... Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play...trading, account transfers, and other operational tasks related to client accounts. Strategic Support & Business Growth… more
- Robert Half Office Team (Rancho Santa Fe, CA)
- …communication. Requirements + 3-5+ years of experience in financial services, ideally in a client service or advisor support role. + Familiarity with wealth ... A prestigious wealth management firm in Rancho Santa Fe is seeking a Senior Client Service Associate to join their close-knit, high-performing team. This is a… more
- Motion Recruitment Partners (New York, NY)
- …service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates ... Client Service Associate New York, New... Client Service Associate New York, New York **Hybrid** Contract...direct/retail investors, broker dealer platforms, institutions and advisors * Support client communication via team email to… more
- HUB International (San Diego, CA)
- …Fosters a positive and mutually supportive working environment, to provide the best possible client service and producer support . + Develops and shares ... order to effectively manage their health and welfare programs. The Employee Benefits Client Service Manager oversees the Account Executives. This position may… more
- Kelly Services (Los Angeles, CA)
- …Requirements: - High school diploma or equivalent required; - Minimum 3 years of customer service or client support experience - Professional email and phone ... Now Hiring: Client Support Analyst Location: Los Angeles,...workflow improvements - Demonstrate deep understanding of our legal service offerings - Ensure all service level… more
- Robert Half Finance & Accounting (New York, NY)
- …to high-net-worth individuals, families, and institutions. Our client is seeking a Client Service Associate to support a dynamic Private Wealth Advisory ... client onboarding and account setup . Handle day-to-day service requests (wires, transfers, maintenance) . Support ...Finance, Accounting or related field . 1+ years of client service experience, ideally in financial services… more
- JPMorgan Chase (Chicago, IL)
- …and technically complex clients within Global Corporate Banking. As a Vice President in Client Service , you will support a portfolio of Global Corporate ... project management and data literacy will be essential in delivering exceptional client service and supporting the firm's strategic objectives. **Job… more