- Trust Counsel PL (Coral Gables, FL)
- …the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration . We know what we are doing, we love what we are doing, and we ... 706 for Estate and Generation-Skipping Taxes, coordinate with clients and service providers (CPAs, Financial Advisors, Insurance Providers) to receive supporting… more
- Reed Smith LLP (New York, NY)
- …project management and problem-solving skills with a commitment to ongoing development. Client - service oriented; delivers exceptional service while working ... under pressure while maintaining a strong team-oriented approach, while providing administrative support to the broader support team. Collaboration with the Senior… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- … management team as a Client Services Associate. This role involves providing administrative and client service support to ensure seamless operations and ... individual to join our client , a wealth...Responsibilities: * Prepare and process account documentation to support client service operations. * Compile onboarding packets… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | Hybrid ... Espejo via email or LinkedIn. Requirements + Bachelor's degree + 4+ years in client -facing roles (family office or wealth management experience ONLY) + Strong… more
- Raymond James Financial, Inc. (Depew, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office...a team + Provide a high level of customer service _Custom Wealth Strategies and its employees… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ideal ... empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,… more
- HUB International (Mclean, VA)
- …limits - **HUB is the place for you.** We currently have an opportunity for a ** Client Service Associate** to join our Retirement and Private Wealth team in ... office. The selected individual will be responsible for preparing client reviews and providing administrative support to...delivery requirements + Advise Planning Team to add to Wealth Vision site + Add to internal client… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... administrative functions for the office. * Assist in client meeting preparation and follow-up, to include preparing requisite...Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and… more
- Regions Bank (Little Rock, AR)
- …+ Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + ... the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,… more
- Regions Bank (Houston, TX)
- …+ Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + ... the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,… more
Recent Jobs
-
Business Development Manager, Finance & Accounting
- Vaco (Houston, TX)
-
Group Manager, Customer Success, Mid-Market
- Intuit (San Diego, CA)
-
Senior Director, Corporate Strategy or Executive Director, Corporate Strategy
- BeOne Medicines (San Mateo, CA)
-
Group Fitness Instructor
- Catholic Health Initiatives (Bryan, TX)