- 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
- 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
- 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
- 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
- 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
- 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 (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
- 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
- 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
- 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
- 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
- SS&C Technologies (New York, NY)
- …firms, rely on SS&C for expertise, scale, and technology. Job Description Senior Associate , Data Analyst, Regulatory Solutions Location : New York, NY | Hybrid Get ... travel and more! What You Will Get To Do: Take ownership of client accounts, including responsibility for implementation work that requires designing and delivering… more
- Hilltop Holdings (Acworth, GA)
- …customers and markets and promotes PrimeLending products and services to the team's client base of realtors, builders, bank officers and potential and past clients. ... branch operations staff. Responsibilities Markets and promotes PrimeLending's financial products; Associate Originators will not be subject to the minimum personal… 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
- Riveron (Chicago, IL)
- …conditions to optimize earnings and cash. Riveron helps public and private organizations improve business performance, align the enterprise operating model for ... processes You have a passion for developing and maintaining client relationships You get the job done and have...in internal and external company initiatives such as community service , training, recruiting, and firm events You have the… more
- Alvarez & Marsal (Los Angeles, CA)
- Description Alvarez & Marsal Private Equity Performance Improvement Associate , CFO Services - (Digital Finance) OVERVIEW: A&M's Private Equity Performance ... Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for… more
