- Cerity Partners (Midland, TX)
- The Senior Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling advisor ... also involves improving internal processes under supervision. The Senior Client Service Associate assists in...setup in various systems (including Orion) Develop knowledge of investment accounts, products and the forms required to transact… more
- Brighton Jones (Portland, OR)
- …an incredible culture where every teammate can thrive. As a critical member of the Client Service team, you will work closely with lead advisors to ensure ... our clients living richer lives. We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with... Client Experience Responsibilities: Assist with ad hoc client projects that promote client service… more
- Laird Norton Wetherby (Seattle, WA)
- …in wealth and legacy planning, investments, and trust and estate services. Offering both RIA ( Registered Investment Advisor ) and trust services, LNW ... LOCATION: SEATTLE, WA We are seeking a full-time Client Associate to join our team....and here. Our Team You will be joining a client service team that is dedicated to… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Discretionary Bonus + Profit Sharing About the Firm: Join a thriving, independent Registered Investment Advisor ( RIA ) and financial planning firm ... connect with Jennifer Fukumae on LinkedIn for faster consideration. Client Service Associate (CSA) Location:...3+ years of experience in a client service or operations role within an RIA … more
- Coldstream Wealth Management (Mercer Island, WA)
- …teams! As a Client Service Associate , you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths ... include: + Serving as a liaison between clients and custodians/ investment managers, including managing client information and...a finance or related focus is strongly preferred Keyword: Client Service Associate From: Coldstream… more
- Coldstream Wealth Management (Seattle, WA)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the ... Registered Investment Advisor industry from...Registered Investment Advisor industry from the ground up...an annual bonus and a generous benefits package. Keyword: Client Service Associate From: Coldstream… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …is recruiting for a Client Service Associate at a growing, client -focused Registered Investment Advisor ( RIA ). This is a full-time ... in San Mateo County with a Hybrid schedule. This RIA helps individuals and families reach financial wellness with...high-performing team that values hard work, integrity, and strong client service . The firm offers a positive… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory firm. ... high-net-worth clients-including tech executives and entrepreneurs-offering tailored planning and investment strategies. This is a great opportunity to deepen your… more
- JPMorgan Chase (New York, NY)
- …invested, staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you ... and separately managed accounts in partnership with an External Client Advisor . This role provides an opportunity...that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and… more
- Aristotle Capital Management (Newport Beach, CA)
- …5 years of relevant financial services work experience: required. + Experience in investment management or client service /sales support within the financial ... to inbound calls and emails as well as other client service requests. Organization, professionalism and the...Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the … more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …accounting systems + Create client reports and maintain accurate data + Collaborate with client service and advisor teams + Calculate fees and manage ... Espejo with Robert Half Financial Services is recruiting for an Operations Associate at a well-established wealth advisory firm. This is a full-time permanent… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Description** **Job Summary** Experienced leader to design, implement and enhance the service experience for independent registered investment advisors and ... and clearing platform. + Products, process, and business structure of independent registered investment advisors and introducing broker dealers. + US financial… more
- JPMorgan Chase (New York, NY)
- …the way that's best for them. As a Platform Solutions Internal Client Advisor within JP Morgan Asset Management's RIA channel, you will collaborate with our ... to our clients and business partners. Our sales and client service teams, marketing support, and product...management, custody and/or financial technology and all facets of RIA business management, including growth strategies, investment … more
- Robert Half Finance & Accounting (New York, NY)
- …currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our ... client requires 3+ years' Client Services or Relationship Management experience within ...+ Consistently identify opportunities the company to improve its client service and/or operations capabilities Requirements Requirements:… more
- JPMorgan Chase (New York, NY)
- …compliance with industry regulations. You will conduct deep dives into brokerage and registered investment advisor ( RIA ) activities, investigate root ... value innovation, collaboration, and professional growth while delivering exceptional customer service and cultivating strong relationships. As a Supervisory Senior … more
- Citizens (San Francisco, CA)
- Description As a Private Wealth Registered Client Associate , you will play a pivotal role as a trusted resource for our clients and wealth managers. Your ... your administrative and operational skills to facilitate business growth while ensuring exceptional client service . In this position, you will attend to … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …required by state. + Obtain licensing required to come under the RJA and RJFSA registered investment advisor . + Must have Certified Financial Planner (CFP) ... Resolves or recommends solutions to complex problems. Deliver superior client service through accuracy, timeliness, and consistency....the FA in presenting the GPM plan to the client . + Partners with Financial Advisor to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and Merrill Lynch. It's a dynamic seat at the table where finance, precision, and client service collide. What You'll Do: You'll be the go-to for all things ... is teaming up with a well-established wealth management and investment firm that brings together deep expertise, national scale,...brings together deep expertise, national scale, and the personalized service of a boutique advisor . They work… more
- Wipfli LLP (Loveland, CO)
- …+ Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely ... tax provisions, depreciation schedules, property tax returns, etc. + Lead multi-disciplined client service teams for account planning + Prepare and review… more
- Wipfli LLP (Lincolnshire, IL)
- …+ Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely ... with key clients + A strong sense of ownership for delivering ultra-responsive client service + Excellent supervisory, team building, and time management skills… more
