Summary Under immediate supervision, Client Services Associate (NR) 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,
Job Description The primary function is to support the Institutional Services Group of the Wealth Management Division and designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales, marketing, compliance requirements, and other
Who We Are Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm
Benefits: Flexible schedule Training & development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today!
Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As
If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Senior Client Service Associate you will be responsible for maintaining, deepening and enriching client relationships You will serve as
Req ID: 74728 Location: Tulsa -TUL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 04/26/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial
A global IRA with over $10 billion in assets out of Highland Park, Illinois is seeking a Client Service Associate to provide high-touch client service and dedicated operational support to a highly motivated team of Financial Advisors and their high-net-worth clientele.
Being apart of our Security Services Custody Client Operations team, youre part of a pivotal team dedicated to delivering exceptional service and support to our valued clients. Your role involves more than just assisting, youre the front line, ensuring that
At Jackson Hewitt Tax Services we know providing our clients with quality service starts with quality employees. What we offer Fun, customer friendly and exciting work environment Seasonal employment is perfect for busy parents, retirees, college students, perfect for
Role Summary: As a Client Service Associate, you are a trusted member of the clients team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of
OVERVIEW: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Backed by
Who We Are Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment
Summary Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(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
BAYADA Home Health Care has an immediate opening for a Client Services Associate in our Maui Home Care Office. If you are looking for an exciting career opportunity in a growing industry, a Client Services Associate could be the position for you!
BAYADA Home Health Care has an immediate opening for a Client Services Associate in our Falls Church, VA Home Health office. If you are looking for an exciting career opportunity in a growing industry, Associate could be the position for
At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of
If youre a self-starter with a passion for client service and technical support, then youve found the right team. As a Client Service Associate in the the Payments Solution Center, you will provide support to clients that leverage digital, end-to-end solutions that
Job Description Job Description Company Description Guardant Health is a leading precision oncology company focused on helping conquer cancer globally through use of its proprietary tests, vast data sets and advanced analytics. The Guardant Health oncology
Job Description Job Description Company Description Guardant Health is a leading precision oncology company focused on helping conquer cancer globally through use of its proprietary tests, vast data sets and advanced analytics. The Guardant Health oncology