- NFP (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
- US Bank (Gresham, OR)
- …skills This role may be eligible for additional compensation through the Wealth Management Associate Monthly Incentive Sharing Program. If there's anything ... One. Job Description Provides sales, processing, operational, administrative and customer service support to Financial Advisors (FA) of US Bancorp Investment Sales.… more
- Equitable Advisors (Wellesley, MA)
- …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
- Citigroup, Inc. (Jacksonville, FL)
- The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting ... and services. Directly responsible for providing timely responses to client service requests, received via telephone or...issues will be owned end to end by the associate and will be treated with a closed loop… 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
- Bank of America (Highland Park, IL)
- …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
- Citigroup, Inc. (Atlanta, GA)
- …The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the ... to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to… more
- Equitable Advisors (Fort Worth, TX)
- …services, demonstrating how these solutions can be tailored to meet their unique needs Client Service and Implementation : Analyze and organize client data, ... out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals… 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
- Goldman Sachs, Inc. (Dallas, TX)
- …and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. ... controls that makes business flow. ASSET MANAGEMENT Asset & Wealth Management (AWM) invests in corporate equity and debt,...Division (AWM) Real Estate Operations team is seeking an Associate to join the Real Estate Core Services team… more
- Mariner (Madison, NJ)
- Job Description The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client ... one of the first associates clients connect with, the client service associate is instrumental...business needs and help identify value-added services that Mariner Wealth Advisors can provide Review activities within the job… more
- Coldstream Wealth Management (Mercer Island, WA)
- …opportunity to join one of our largest wealth management teams! As a Client Service Associate , you will learn the Registered Investment Advisor industry ... who has: Customer service experience and the desire to provide superior client service in a team-oriented environment Interest in building a career in… more
- Stifel (Fairport, NY)
- …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
- Goldman Sachs, Inc. (Miami, FL)
- Job Description Job Duties: Associate , Sales with Goldman Sachs & Co. LLC in Miami, Florida. Create comprehensive wealth management plans, asset allocation, and ... Deliver an unparalleled investment platform inclusive of the full product and service offerings of the firm's US-based trading authorization and beyond, which may… more
- Citigroup, Inc. (Staten Island, 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
- Morgan Stanley (Middleton, 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
- Raymond James Financial, Inc. (Newport Beach, CA)
- …As a team, we are united by our North Star: helping people. We are seeking a Client Service Associate with shared values and vision to join our team. The ... for professional and personal development. Essential Duties and Responsibilities Service daily client inquiries over the phone...of a team Provide a high level of customer service YHC Wealth Management and its employees… more
- Franklin Templeton (Stamford, CT)
- …join us in delivering better outcomes for our clients around the world! What is the Client Service Specialist responsible for? We are seeking a Client ... goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help...and allocators. What are the ongoing responsibilities of a Client Service Specialist? Develop operational and account… more
- iCapital (Stamford, CT)
- …instruments Experience with RIA/ Wealth management policies, procedures, and client service Experience working with wirehouses or custodians Proactively ... About the Role iCapital is looking for a Client Delivery Specialist Associate to join...field Bachelor's degree from an undergraduate program Excellent customer service skills and the ability to foster and maintain… more
- Northern Trust (Dallas, TX)
- …we serve the world's most sophisticated clients using leading technology and exceptional service . Associate Banking Advisor: Serving over 25% of the Forbes 400 ... of managing wealth . Our firm is recognized for innovative technology, service excellence and depth of expertise across all aspects of financial planning,… more
