- National Financial Partners (Potomac, MD)
- …thoughtful, collaborative strategies that focus on what is most important to each client . Wealthspire Advisors acts as a wealth manager, investment Advisor, ... with in-office flexibility 2-3 days a week and will support our wealth management division (not our insurance or retirement divisions). Job Responsibilities: Develop… more
- Zions Bank (Salt Lake City, UT)
- …possibilities are endless. You bring the talent; we bring the opportunity. Role Summary The Client Account Service Associate (CASA) plays a pivotal role in ... delivering a consistent and exceptional client experience across defined wealth segments. This...downtown Salt Lake City, UT location. General Responsibilities Deliver client service aligned to defined segmentation models.… more
- Morgan Stanley (Fort Lauderdale, FL)
- …daily basis if/as needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... POSITION SUMMARY: Wealth Management Associates provide exceptional service ... experience Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular… more
- Bank of America (New York, NY)
- …focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... to address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of… more
- Bank of America (Blue Bell, PA)
- …focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... to address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of… more
- Equitable Advisors (Los Angeles, CA)
- …becoming a wealth manager through licensing and employment. Role Highlights Client Engagement : Build and nurture client relationships through networking ... devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation : Discuss financial products and services tailored to… more
- Morgan Stanley (San Francisco, CA)
- …firm Coordinates enrollment campaigns/meetings for existing clients Assigns work to team's Client Service Associate as appropriate Cultivates and develops ... accurately to client questions and concerns. The Wealth Management Associate is an integral member...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Equitable Advisors (Austin, TX)
- …becoming a wealth manager through licensing and employment. Role Highlights Client Engagement : Build and nurture client relationships through networking ... devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation : Discuss financial products and services tailored to… more
- Goldman Sachs, Inc. (New York, NY)
- …environment and successfully retain and expand existing relationships by delivering superior client service . The Client Experience Manager will support ... servicing and supporting existing client relationships by ensuring exceptional client service , operational support, and risk management, while also looking… more
- Blue Owl (New York, NY)
- …and position the full Blue Owl platform for applicable clients. Provide superior client service and responds to technical, product and competitive positioning ... ) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of...Partner with Market Team: Regional Market Leader, Business Development Associate (BDA) and Sales Service Analyst (SSA)… more
- Jamie Grayem (Tampa, FL)
- Wealth Management Client Associate / Financial Advisor Support $30.00 - $42.00 /hr. + Team Performance Bonus + Full Benefits MUST HAVE 7/66 (63/65) This job ... is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise… more
- Envestnet (Raleigh, NC)
- Description Envestnet is seeking a Client Service Associate - Tamarac Reporting to join our Service department. This is a hybrid role, with in-office ... and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform...Summary: The Tamarac Reporting team is looking for a Client Service Associate to provide… 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 ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- NFP (Minneapolis, MN)
- …and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary : The Client Service Associate plays a vital role in supporting the ... team by executing tasks and initiatives that facilitate efficient policy and client service operations. This position requires strong coordination and… more
- JPMorgan Chase & Co. (Freehold, NJ)
- … Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Morgan Stanley (Waukesha, WI)
- 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
- Rehmann (Ann Arbor, MI)
- …Associate degree in general business or similar education/experience combination Outstanding client service and communication skills Commitment to being an ... Your Purpose. We are seeking a talented Financial Services Assistant for our Wealth Management team. Hybrid work arrangements are options for our ideal candidate. To… more
- Oppenheimer & Co. Inc. (Virginia Beach, VA)
- …Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Virginia Beach branch office. The ... & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in… more
- Stifel (San Francisco, CA)
- …request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock ... where success meets success . What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s))… more
- JPMorgan Chase & Co. (Houston, TX)
- …to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
