- Aerotek (West Hartford, CT)
- …is looking for an entry-level candidate to join their team as a Client Associate ! Daily Responsibilities: Assists Private Bankers, Investment Managers, Trust ... in Connecticut to provide recruiting support for their open positions. Our client , a leading brokerage firm within the financial investment field located in… more
- Cyberthink, Inc (Nashville, TN)
- …or let me know best time to call, if you are interested. Job Title: Client Associate Duration: 6 Months Location: Franklin, 37067 Job Requirements: Your role Are ... * Supporting Financial Advisors on the products offered by CLIENT , ie, mutual funds, investment accounts, etc. * Educate...Your team You'll be working in the Service Group Client Services. We provide support to the Firm's Financial… more
- Careerbuilder-US (NY)
- Bilingual Client Services Associate in Flushing/Brooklyn/Chinatown, NY! Kelly Services is currently seeking Bilingual Client Services Associates ... a top insurance client in Flushing, NY. As a Bilingual Client Services Associate placed with Kelly Services, you will be responsible for servicing Chinese… more
- Vaco Staffing (Fargo, ND)
- Vaco Indianapolis has partnered with a company in the Indianapolis area to find a Client Services Associate ! REQUIREMENTS: The Client Service Associate ... and associates, supporting the administrative tasks of financial advisers, maintaining client account information, and lending assistance to financial advisers for… more
- Public Consulting Group, Inc. (Harrisburg, PA)
- …resources. To learn more, visit http://www.publicconsultinggroup.com/education/ . PCG is seeking a Client Services Associate to work out of its Harrisburg, PA ... to school districts and state agencies across Pennsylvania. The Client Services role is a critical position within the...Services role is a critical position within the local Client Engagement, Training, and Support Team, primarily focused on… more
- DeFilippis Financial Group (Wheaton, IL)
- Client Service Associate Are you comfortable working in a small office yet thrive in a professional setting? Do you enjoy learning new software programs and are ... YOU to join our small office but highly regarded team as our Client Service Associate . In exchange, we will offer you a comfortable working environment where… more
- Robert Half (Chicago, IL)
- Ref ID: 01300-0011060161 Classification: Associate Compensation: DOE To apply to this Client Service Associate role, please send your resume to John Sadofsky ... (john.sadofsky "AT" roberthalf.com) ESSENTIAL DUTIES: *Manage client needs in all aspects of service including brokerage options, alternative assets, transfers,… more
- Robert Half (Portland, OR)
- …is partnering with a financial company in Portland, OR to identify a Client Service Associate to join their team! Responsibilities include: Collaborating with ... pride in fostering career growth and development. Job Requirements: Client Relations, Wealth Management, Banking Services, Investment Portfolio, Portfolio… more
- Aston Carter (Johnson City, NY)
- Looking for qualified Client Associates with at least one year of administrative or clerical experience working in financial services. This position is with a TOP ... Bankers, Investment Managers, Trust Officers, Financial Consultants and/or Private Client Advisor with account administration, supporting multiple people and… more
- Robert Half (Foster City, CA)
- Ref ID: 00412-0011445677 Classification: Client Services Representative Compensation: $75000.00 to $90000.00 yearly * Support the Partners and their team by ... * Participate in educational sessions with the senior team members to expand the Associate 's knowledge of the markets and our business Job Requirements: * 1-2 years… more
- Wells Fargo (Pine Bluff, AR)
- …begins with you. Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our ... and record keeping necessary to support efforts to service and grow client relationships. Required Qualifications 6+ months of experience meeting deadlines in a… more
- Veterans Sourcing Group (Weehawken, NJ)
- REQUIREMENT DETAILS Job Title: PC Support/HelpDesk Client Location: Weehawken, NJ Duration: 6 Months Minimum plus possible extension Onsite Position We're looking ... for a Tech Support Customer Service Representative to: Answer inbound calls from our internal clients at the branches. educate clients on account services and capabilities have basic computer troubleshooting skills for tier 1 support and document and ticket… more
- TEKsystems, Inc (Hanover, MD)
- …: Reporting to the Manager of Operations Support (MOS), the CRG Associate will be responsible for providing support to the TEKsystems Onboarding Automation ... Client Requirement Process. This position will be responsible for...Guides (CRGs) required for the onboarding process. The CRG Associate will work in partnership with various teams, programs… more
- PrideStaff (Tampa, FL)
- …administrative functions they may require to support the financial plan of the client Prepare emails, letters and other types of communication to communicate with ... vendors Enter trade orders Keep appropriate maintenance of all client documentation and accounts Maintain and develop client... client documentation and accounts Maintain and develop client databases All candidates must be willing to submit… more
- ApTask (Weehawken, NJ)
- …30 minute break for lunch Answer inbound calls and emails from our client participants. Educate clients on account services and capabilities Have an understanding of ... Financial Services terminology Job Requirements: Financial services/Banking/ Brokerage experience preferred more
- Sparks Group (Chantilly, VA)
- …Sparks Group is currently seeking energized individuals who are interested in Customer Service opportunities located in Chantilly with an innovative marketing firm. ... If you are interested in being a part of an organization where they offer free lunches on Fridays and the opportunity to work within a fun, upbeat environment, this position is calling for you! Responsibilities: Answer phone and other communications (chat,… more
- AppleOne (Omaha, NE)
- …High School Diploma/GED Experience with an online bill pay service. One year call center experience. Excellent communication and computer skills Some experience with ... Growing Omaha Financial Services company is several openings within their call center. You will take inbound calls from banking and merchant customers, answer questions, assist with researching and resolving issues. These long term temporary positions are the… more
- CDK Global LLC (Salt Lake City, UT)
- …to non-technical users. Position Responsibilities & Essential functions Receives inbound client / associate inquiries via phone, web chat, e-mail, and online ... issues and establish a course of action to guide the client / associate to timely resolution of inquiry Troubleshoots problems with malfunctioning software… more
- Cardinal Health (West Des Moines, IA)
- …and manage strong relationships with designated clients. Essential Functions Client -specific program oversight and MTM program status report generation. Oversee ... implementation of new clients. Assist in preparation of reports for client meetings. Manage client calls to ensure reporting feedback is complete and clients are… more
- Tech Providers Inc. (Norwood, OH)
- …and product development Position Responsibilities & Essential functions Receives inbound client / associate inquiries via phone, web chat, e-mail, and online ... issues and establish a course of action to guide the client / associate to timely resolution of inquiry Troubleshoots problems with malfunctioning software… more
