- Neuberger Berman (Dallas, TX)
- …operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by ... **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to-client wealth ...assisting with the service , maintenance, and growth of the team's high-net-worth client… more
- Neuberger Berman (Dallas, TX)
- **Position Overview:** The Wealth Management Coordinator will provide both marketing and administrative support to three Wealth Advisors in Neuberger Berman's ... markets. This role offers a unique perspective on Neuberger Berman's Private Wealth Management business and requires a candidate who can confidently engage with… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth clients.… more
- Stony Brook University (Stony Brook, NY)
- …and wonderful recreational activities, including access to beaches, boating and the cultural wealth of New York City. The level of appointment will be dependent on ... Support Site ( https://support.interfolio.com/ ) or reach out to their Scholar Service Team at ###@interfolio.com or ###. For questions regarding this position,… more
- Stony Brook University (Stony Brook, NY)
- …wonderful recreational activities, including access to beaches, boating and the cultural wealth of New York City. **POSITION DETAILS:** + Full-time inpatient GI ... Support Site ( https://support.interfolio.com/ ) or reach out to their Scholar Service Team at ###@interfolio.com or ###. For questions regarding this position,… more
- Stony Brook University (Stony Brook, NY)
- …and wonderful recreational activities, including access to beaches, boating and the cultural wealth of New York City. The level of appointment will be dependent on ... Support Site ( https://support.interfolio.com/ ) or reach out to their Scholar Service Team at ###@interfolio.com or ###. For questions regarding this position,… more
- Stony Brook University (Stony Brook, NY)
- …and outcomes research in critical care. To qualify for an appointment as Associate Professor the candidate must meet the School of Medicine's criteria for ... and wonderful recreational activities, including access to beaches, boating and the cultural wealth of New York City. The level of appointment will be dependent on… more
- Genesis10 (Pittsburgh, PA)
- …Execute activities associated with facilitating cash movement for our client's Wealth Management clients on IM and banking platforms Review documentation to ... with ability to process critical data accurately and timely Excellent client service skills using both written and oral communication Experienced user of Microsoft… more
- Warner Music Group (Los Angeles, CA)
- …Music Group's (WMG's) artists and offers clients a comprehensive sync licensing service . They work to serve WMG's extensive catalog and the company's frontline ... and decisions. This role will directly report to the Associate Director of Licensing Administration and work closely with...to the greater team. + Gain access to a wealth of knowledge of the music industry and the… more
- Tradeweb (Denver, CO)
- …https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf **Position Summary** We are seeking a Trade Operations Associate to work on our US trade desk. This ... with a high level of attention to detail, customer service skills, and knowledge of the financial environment will...fertility, egg freezing, adoption and surrogacy expenses. + **Building Wealth - 401(k) Savings Plan** : Employees are immediately… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Principal Financial Group (Charlotte, NC)
- …are a few examples of the kinds of things you'll do: + Respond to service requests from directors, internal wholesalers and internal sales managers + Solve for needs ... across products: mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc + Learn to identify new sales opportunities We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our… more
- Kestra Financial (Cypress, TX)
- …established and growing wealth planning firm in Cypress, Texas, is seeking an Associate / Service Wealth Advisor for a great opportunity for the right ... Advisor of a large book of business, including managing client needs regarding service , asset allocation, case design, and financial planning + Consult with clients… more
- M&T Bank (Paramus, NJ)
- …High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and ... of policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves more complex service issues within the… more
- Citigroup (San Antonio, TX)
- The Team Client Services Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards ... 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
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ideal candidate ... and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,...stressful situations and provide a high level of customer service in a calm and professional manner + Analyze… more
- Charles Schwab (Phoenix, AZ)
- …for this role to work on site in the specified location._ As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be ... joining a team that supports our Schwab Wealth Advisory clients. On this client-facing, in-bound phone team,...on your growing expertise to deliver extraordinary and consistent service . Through mentorship, coaching, and ongoing training, you will… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... excellent customer service skills, problem solving, attention to detail, multi-tasking, and...in a professional environment. * High School Diploma or Associate 's degree required * Previous experience in financial services… more
- Kestra Financial (Novi, MI)
- The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position ... provides excellent client service and problem-solving skills to confidently provide information to...and E-Money) + Other responsibilities as assigned by the Wealth Advisor and Director of Operations. Knowledge, Skills, and/or… more
- Coldstream Wealth Management (Kenai, AK)
- …process + Serve as a Resource/Mentor for CSA: + Delegating tasks to our Client Service Associate + Handling overflow money movement requests when the CSA is busy ... might be a great fit for you! As a Wealth Management Associate in our growing Kenai...or absent Required Experience: + 2+ years of client service experience in the wealth management industry… more
