- Atlantic Group - New Jersey (Philadelphia, PA)
- Job Description Job Description We have a great opportunity for a Client Services Administrator to join our tightknit team! This individual will be responsible ... for client servicing support for an independent investment advisor team...maintenance documents, including transfer and custodial forms. Assemble new client paperwork packets and printed reports for meetings. Provide… more
- Bonnie Jones Associates, LLC (Ashburn, VA)
- …in a Client Service Associate, Client Service Administrator , or similar role within wealth management, financial services, or an RIA environment ... A growing wealth management firm in Ashburn is seeking a Client Service Associate (CSA) to support Financial Advisors and deliver an exceptional client… more
- Langan Financial Group (Camp Hill, PA)
- …Description Join Our Team as a Employee Retirement / 401(K) Benefits Administrator ! Location: Camp Hill, PA Financial services organization is growing—and they are ... looking for a motivated Retirement Benefits/401k Plan Administrator to join their team! If you are detail-oriented,...excellent opportunity to build your career in a fast-paced, client -focused environment. What You’ll Do: Coordinate and schedule … more
- Oracle Financial Solutions (Mason, MI)
- … management firm dedicated to helping clients live confident, well-planned financial lives. The Client Service Administrator plays a key role in ensuring ... attitude. Qualifications Required: High school diploma or equivalent. Administrative or client service experience. Proficiency in Microsoft Office. Preferred:… more
- CHRISTIAN CHUKWUMA FIN ADVISOR - dba OSAIC WEALTH (Tracy, CA)
- …follow-through are essential. This position supports day-to-day office operations, client service , scheduling, document processing, and administrative ... About the Role We are seeking a detail-oriented and reliable Office Administrator / Administrative Assistant to support a solo financial advisory practice in… more
- KeyBank (Brooklyn, OH)
- …are performed in accordance to service level agreements. **Job Description** The Wealth Systems Administrator role within Key Wealth Management is ... **Location:** 4900 Tiedeman Road, Brooklyn Ohio **Job Summary** The Wealth Systems Administrator role within Key Wealth Management is accountable for… more
- Regions Bank (Dallas, TX)
- …Understands client needs and identifies opportunities to improve and resolve client service issues + Coaches associates to identify expansion opportunities ... section of the system. **Job Description:** At Regions, the Wealth Management Relationship Team Administrator (RTA) -... (RTA) - Safe Act will lead the area's Wealth and Trust Assistants to ensure quality service… more
- JPMorgan Chase (Summit, NJ)
- …When JPMorgan is appointed as corporate trustee of a trust, whether created by a client during his lifetime or upon his death through a provision in his will, the ... and co-trustees to outline administrative procedures + Respond to client issues, anticipate client needs, and prepare...account base in an effort to avoid and minimize service and operational issues + Oversee the work performed… more
- Thrivent Financial (Appleton, WI)
- The Client Service Administrator (CSA) position...to and is employed by Heart of the Valley Wealth Advisors. This position can be remote or hybrid in ... time. Role supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client… more
- PNC (Troy, MI)
- …may be performed remotely, at the manager's discretion. The Sales & Support Administrator is the trusted partner to the Wealth Management Leadership and ... Advisor teams. The Sales & Support Administrator partners with the Wealth Management advisor...service and execution support for new and ongoing client relationships. May serve as a customer solutions resource.… more
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