Job DescriptionPosition Summary
The Client Service Representative (CSR) supports advisors and serves as a supporting point of contact for clients, providing responsive service and managing account servicing requests from initiation through completion. The role combines direct client communication and relationship support with hands-on responsibility for client onboarding, account administration, mo...
Job DescriptionCOMPANY DESCRIPTION
Biltmore Family Office, LLC is an independent SEC-registered wealth advisory firm serving investment-oriented, multi-generational families. Founded by a family and designed to support other families, the firm operates as a collaborative family office focused on long-term partnerships. Its mission is to connect the intellectual capital of the families it serves wit...
Job DescriptionClient Service Associate
On‑site | Eagle, Idaho
About Us We are a boutique, relationship‑driven wealth management firm dedicated to delivering thoughtful financial planning and exceptional client service. Our team values professionalism, collaboration, and a warm, welcoming environment for both clients and colleagues. We are looking for a Client Service Associate who will also s...
Job Description
About the Company
Encore Funding is a specialty finance business in Cleveland, Ohio, that provides funding, back-office, and strategic services to entrepreneurs in the staffing industry. We are a fast-paced, growing business looking for talented individuals who want to help build an incredible company. As a leader in the specialty finance space, we offer an exciting opportunity to j...
Job DescriptionOur client is an independent RIA in Greenwich, CT serving high-net-worth individuals and families. They are hiring a Client Service Associate to support the advisory team on account operations and day-to-day client requests. This is an operations-heavy seat with direct client contact.
Responsibilities
Open, title, and maintain accounts with custodians; manage ACATs and transfers
P...
Job DescriptionOur client, a well known and established asset management firm in Midtown, NY, is looking to add a Client Service Operations Analyst to their Private Equity Team! Responsibilities include onboarding new clients, updating client account information in the CRM, setting up new accounts, and coordinating investor subscriptions. The ideal candidate will come with 2-5 years of Investor Ser...
Job DescriptionAbout the Job
Company Description
Element Pointe Family Office is an independent, fee-only multi-family office and wealth management firm based in Miami, Florida. As an SEC-registered investment adviser, Element Pointe is committed to objective advice and sophisticated portfolio management, ensuring that clients’ interests come first. For over a decade, the firm has guided ultra-hi...
Job DescriptionPOSITION SUMMARY:
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures...
Description: CORE VALUES: Park State Bank's Core values are GROWTH, TEAMWORK, RESPONSIVE, TRANSPARENT, And INNOVATIVE. We endeavor to live by these values in all that we do!MISSION: The mission of Park State Bank is to deliver exceptional client service, strategic banking solutions and a community-friendly experience.POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedica...
AVP, Client Service Open
AVP, Client Service Open
Job DescriptionWho We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan adv...
Job DescriptionWe’re Hiring: Client Service Specialist | Ramsey, NJ (Onsite)
Regency Wealth Management is growing, and we’re looking for an experienced Client Service Specialist to join our team in Ramsey, New Jersey.
We are an independent wealth management firm serving high-net-worth individuals, families, and institutions. Our team is focused on simplifying our clients’ financial lives th...
Job DescriptionBusiness Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world’s best companies. BTG provides just the right on-demand talent needed: remote or on-site, part-time or full-time, individuals or teams. That’s why more than 50% of the F100 and hundreds of o...
IntroductionAt Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the ris...
Job DescriptionFounded in 1997, Gresham Partners, LLC is a $13.8 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country. The firm is known for its independent thinking, investment approach, and performance results. The Client Service Analyst will provide operational support in servicing our clients. The analyst role is ...
Job Description
About Us
We are a top, nationally recognized, boutique Wealth Management firm looking for a warm, friendly, detail-oriented, self-starter and “go-getter” to join our rapidly growing team.
We’re hiring a Client Service Associate to support an advisor and their clients. This role is focused on communication, coordination, and follow-through, making sure client work moves smooth...
Job DescriptionImmediate need for a talented Client Service Associate. This is a 06+months contract opportunity with long-term potential and is located in New York City, NY(Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID:26-30810
Pay Range: $27 - $29/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, visio...
Sorry, nothing found ;(
Loading...
Sorry, we didn't find any job. Please, try once more