Seeking Client Service Associate in Littleton, CO. Join our prestigious wealth management firm as a pivotal figure in client success and wealth strategies. Provide exceptional service, manage client relations and collaborate with advisory teams. Must...
Seeking a Senior Associate for our Private Client Services team across 5 locations - Chicago, Boulder, Boca Raton, Los Angeles, and Atlanta. Role includes onboarding high net worth clients, assisting wealth advisors, and maintaining client communicat...
Seeking a Client Service Associate in Naples, FL, at a reputable wealth management firm. Enhance client relations, aid in financial strategies, and support the advisory team. Requirements include Series 7, 63, 65, and 3 years of relevant experience. ...
Seeking a dedicated Client Service Associate to elevate our team. Requirements include deep financial knowledge, exceptional customer care, and building strong client connections. Responsibilities involve data analysis, financial advice, and research...
Looking for a driven individual to join our team as a Client Services Associate. Work with diverse high-net-worth clients, delivering exceptional service. Requirements: bachelor's degree, 2 years of client service experience, strong communication and...
Join our expanding wealth management firm as a Senior Associate in client services. Enhance relationships and resolve inquiries for wealth advisors, while delivering comprehensive investment strategies. Enjoy a flexible environment, growth opportunit...
Join our thriving wealth management firm in Texas as a Senior Client Service Associate. Nurture client relationships, prepare for client meetings, coordinate investments, and guide junior team members. Req: Bachelor's degree, 3+ years experience, and...
Seeking a Client Service Associate for providing top-notch customer service in the finance sector with professionalism and regulatory compliance. Requires Series 65 license, financial industry background, and great attention to detail. Responsibiliti...
Join our team as a Client Services Associate. Provide exceptional customer service to clients in the financial services industry. Strong knowledge of investment, Series 65/66, banking, wealth management, and previous RIA/Advisor experience is a plus....
Seeking Client Service Associate for financial firm. Must hold Series 65 license and possess strong financial background. Responsibilities include top-tier customer service and regulatory compliance. Ideal candidate demonstrates meticulous attention ...
