- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York,...independent global investment management firm as a Client Services Associate . Role is hybrid in either ... of our clients. We are looking for our next Client Service Associate to support...working in a collaborative work environment for a financial services/ RIA /Broker Dealer firm and have a passion for delivering… 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 (Mountain View, CA)
- …or TD Ameritrade is a plus + Personable, polished, and committed to exceptional client service + Highly organized, detail-oriented, and able to manage multiple ... Espejo with Robert Half Financial Services is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a full-time… more
- Guardian Life (Bethlehem, PA)
- …have** + Demonstrated ability in a trading operations role at a Broker/Dealer (BD) or Registered Investment Advisor ( RIA ) + Experience with equities and ... professional to join our fast-paced trading desk that supports a retail broker/dealer and RIA . This role is responsible for the full lifecycle of order entry and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … client experience. The Role The firm is seeking a proactive and detail-oriented Senior Client Service Associate to join its growing team. This role is ... work-life balance, inclusion, and continuous learning + Equal opportunity employer and registered investment advisor Requirements Qualifications + Bachelor's… more
- Robert Half Finance & Accounting (Menlo Park, 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)
- …maintain data integrity through regular audits Quarter-End Processes + Collaborate with client service and advisory teams on quarterly reporting deliverables + ... Description Job Title: Operations Associate Location: Palo Alto Schedule: Hybrid (3 days per week - Tuesday, Thursday + one flexible day) Salary: $90,000 - $100,000… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …Qualifications + 1-2 years of experience in wealth management operations, ideally within a Registered Investment Advisor ( RIA ), brokerage, or family ... offers a unique opportunity to work closely across multiple departments including Investments, Client Service , and Wealth Advisory teams. The ideal candidate is… 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 (Naples, FL)
- …long-term loyalty and thrive in a high-performance, collaborative environment. As the Private Wealth Registered Client Associate , you will play a pivotal ... role in delivering exceptional client service and support within the wealth...of relevant financial Industry experience (ie, prior brokerage or RIA ) required + Demonstrated ability to manage multiple priorities… 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
- Insight Global (Madison, NJ)
- … to join a growing wealth management firm. The Associate Wealth Advisor will be responsible for managing client relationships from beginning to end. ... The day-to-day of the Associate Wealth Advisor will consist of independently handling client ...field - CFP designation - 5+ year's experience with client advising for an RIA or private… 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