- Merck & Co. (Rahway, NJ)
- …risk-based audit and assurance services.Position Overview / Function and ResponsibilityThe Associate Director:Leads a small team through financial and compliance ... is described in the Pipeline Advertisement.Our Finance team brings together our financial perspectives into our overall strategic and tactical decision making. We… more
- Santander Holdings USA Inc (New York, NY)
- Investment Banking Associate , Energy - New York Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the ... financial services industry. We believe that our employees are...Essential Functions/Responsibility Statements: Provides support to senior bankers. Develop client presentation materials, including all background research, analysis and… more
- RIA Recruiting (Trenton, NJ)
- …is accurate, and has a professional presence. If you are a Client Service Associate with experience in financial planning, who wants to work in a friendly, ... Client Service Associate Personal Wealth Strategies,... Client Service Associate Personal Wealth Strategies, a well-established wealth management...fast-paced financial services firm where you can make an immediate… more
- Santander Holdings USA Inc (New York, NY)
- …you are interested in exploring the possibilities We Want to Talk to You! The Associate Financial Advisory will be a strategic advisor to our clients regarding ... Associate - Financial Advisory, Structured Finance...Statements: Assist in developing and maintaining new and existing client relationships, to support the team in growing business… more
- Wealth Enhancement Group (Akron, OH)
- …looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the ... client experience, including financial paperwork and ...salary grade for those who are classified at the associate level is $42,500 to $63,750. However, the base… more
- LPL Financial Holdings, Inc. (Edmonds, WA)
- …several avenues for professional development and advancement. The primary role of the Client Service Associate (CSA) is to provide administrative support to an ... if you could build a career where ambition meets innovation? At LPL Financial , we empower professionals to shape their success while helping clients pursue their… more
- Morgan Stanley (Cleveland, OH)
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Wealth Enhancement Group (Deer Park, NY)
- …for a Sr Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the ... client experience, including financial paperwork and financial account review preparation. In the spirit of pay transparency, we are excited to share the base… more
- SDL Search Partners (Newton, MA)
- About the job Client Service Associate Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate ... Management, please apply here! Responsibilities: Work directly with the clients on Financial Planning as well as cash flow planning for retirement Assist clients… more
- UBS (San Francisco, CA)
- …oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: *keep management systems up-to-date with client ... with the preparation of reports and other materials for client meetings *collect the right documentation for opening new...our workforce. Your team You'll be working in the Financial Services team in San Francisco. Your working location… more
- Oppenheimer & Co. Inc. (North Palm Beach, FL)
- …& Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Palm Beach, FL branch office. The RCSA's ... Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading,… more
- Corporation Service Company (Sacramento, CA)
- Job Description Associate Client Service Representative Sacramento, CA (Onsite) Monday - Friday, 9:00am-6:00pm Are you passionate about delivering exceptional ... service? Us too. We're hiring a Client Service Representative for our Corporate Filing team. You'll...About Us CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing… more
- Wilmington Trust (New York, NY)
- …experience. Education and Experience Required: Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree, a ... and/or work experience, including a minimum of 2 years' financial service client service experience Strong customer service skills Strong interpersonal skills… more
- AQR (Greenwich, CT)
- …Management AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results ... unwavering commitment to seeking the truth. We're determined to know what makes financial markets tick - and we'll ask every question and challenge every assumption.… more
- Morgan Stanley (Melville, NY)
- POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Stifel (Cincinnati, OH)
- …here at Stifel, where success meets success . What You'll Be Doing The Client Service Associate performs a variety of administrative functions in support of ... the Financial Advisor / Team and works to facilitate the... goal analysis reports, asset allocation summaries, and other client -related documents. Assist with the preparation and maintenance of… more
- Oppenheimer & Co. Inc. (Southbury, CT)
- …and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in ... Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading,… more
- Morgan Stanley (San Jose, CA)
- POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Jackson Hewitt Tax Service, Inc. (Roanoke, TX)
- …relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit ... our offices, ensuring exceptional client experiences and providing essential support. In this role,...country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.… more
- Banfield Pet Hospital (Royal Palm Beach, FL)
- If you are a current associate , you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse ... Jobs. SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients...peripheral vision, depth perception, and ability to adjust focus. * Associate is routinely exposed to a variety of pets… more
