- Oppenheimer & Co. Inc. (Grosse Pointe, MI)
- …advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in our ... Calendar management and coordination of meetings, including all logistics Database management Client interaction and service Perform special projects as assigned… more
- Clagam Global Solutions LLC (Boston, MA)
- …into our robust national corporate practice, commit to providing the highest quality of client service in support of a broad range of complex transactions, and ... About the job Private Equity M&A Associate About the...Candidates must have the ability to provide efficient legal service both independently and as part of a team,… more
- Emerald Resource Group (Akron, OH)
- …effectively with clients and their staff, providing the highest level of client service . Understand engagement partner expectations, monitor deadlines, and ... Job Title: Assurance Senior - Private Funds Position Overview: We are actively seeking...with the engagement Partner, manager, and staff to ensure client expectations and deliverables are met with excellence. Responsibilities:… more
- Direct Counsel (Thonotosassa, FL)
- …transactions. A collaborative team player with a commitment to delivering excellent client service . Compensation: Salary range: $260,000 - $390,000 (based on ... Miami, West Palm Beach, Tampa Direct Counsel is seeking a Mid-Level Private Wealth Services Associate to join a premier firm's Private Wealth Services… more
- KeyBank (Columbus, OH)
- …financial plan. Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. Employs and maintains ... 3rd Street - Columbus, Ohio 43215 Job Summary Key Private Bank (KPB) is dedicated to serving our clients'...advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of… more
- HarbourVest Partners, LLC (Boston, MA)
- …HarbourVest is an equal opportunity employer. HarbourVest is seeking a proactive and relationship-focused Client Service Associate to join our Client ... legal, compliance, and marketing. Along with Account Managers, the Client Service Associate will be... Client Service or Operations experience Investment management, financial services, or private equity experience preferred… more
- Morgan Stanley (Boston, MA)
- POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms… more
- Morgan Stanley (Austin, TX)
- POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) ... maintenance) Assist FAs/PWAs/teams in delivering against their business plan and client service model Remaining current on all policies, procedures and new… more
- William Blair (New York, NY)
- …qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. ... sponsors and their investors with holistic, bespoke solutions across all stages of the private equity lifecycle. The private equity community relies on us for… more
- Morgan Stanley (San Diego County, CA)
- POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms… more
- Morgan Stanley (Miami, FL)
- POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... FAs / PWAs/ teams in delivering against their business plan and client service model *Remaining current on all policies, procedures, and new platforms… more
- Citigroup, Inc. (New York, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... to acquire Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Client Services Time… more
- Ascendo (Miami, FL)
- Client Services Associate - Terrific Firm, Role and Benefits Join a fast-growing private wealth management team (RIA / family office) managing approximately ... client is seeking an experienced (2+ years), bilingual Client Services Associate to join their large...and preparing due diligence requests. You will provide exceptional service and flawless execution on client requests… more
- Regions Financial Corporation (Orlando, FL)
- …accounts Ensures that account administration complies with fiduciary principles Coordinates client service activities with other wealth management partners ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Customers Bank (New York, NY)
- …5 years banking or financial services experience - preferably in a business/commercial banking or private client setting Customer service - being able to WOW ... $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we...goal of best serving our customers. What you'll do: Associate Client Managers are key components in… more
- Goldman Sachs, Inc. (Chicago, IL)
- …insightful market perspectives, develop impactful marketing content, and ensure exceptional client service . This role demands a highly organized, detail-oriented ... trillion* in assets for a variety of clients, including private wealth mandates and institutional clients such as insurance...high net worth, institutional and retail investors. As an Associate on our Client Portfolio Manager (CPM)… more
- Ascent Developer Solutions (Los Angeles, CA)
- …for a variety of real estate development business strategies. The Role As a Client Acquisition Team Associate , you play a critical role in driving Ascent's ... About Ascent Ascent Developer Solutions is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and… more
- Allworth Financial (Atlanta, GA)
- …Our Service Team consistently strives for service excellence. The Service Associate - Client Support is responsible for providing exceptional ... transactions, handling client inquiries, and managing account-related documentation. The Service Associate will collaborate closely with senior team members… more
- Waldron Private Wealth (Plymouth, MI)
- … Wealth (Waldron) is looking for a motivated, organized and task-oriented student to join our Client Service team as an intern. The Client Service Intern ... will work closely with the Client Service team learning the ins and outs of the day-to-day client service activities while providing operational and… more
- Marsh & McLennan Companies, Inc. (Birmingham, AL)
- …day. Learn more about what makes us different and how you can thrive as a Service Associate at McGriff , a division of Marsh McLennan Agency (MMA). MMA provides ... business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and...(NYSE: MMC). A day in the life. As our Service Associate on the McGriff Surety team,… more
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