Client Service Associate Nr jobs

What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing......

The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have......

Job Title: Client Service Associate Company: Invesco Location: New York, NY (10281) Position Type: Contract Pay Rate: $40/hr Work Schedule: Standard Business Hours Job Summary...

Job Purpose (Job Summary): The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business.......

Client Service Associate, Customer Service (Long-Term Care) Job Number: (phone number removed) Be part of the Financial Services Industry. ECLARO is looking for a Client Service Associate, Customer Service (Long-term Care) for our client in...

Cooperidge Consulting Firm is seeking a Client Service Associate for a top Boutique RIA (Registered Investment Advisor) in Towson, MD. This critical operational role manages the full client lifecycle, from sophisticated onboarding and account opening to complex service requests and office operations...

Our client has locations in Horsham and Exton they are a growing, independent financial planning firm that provides financial strategy for individuals, families and businesses. They are looking for a Client Services Associate (CSA) on a direct hire basis in both Horsham and Exton....

Client Service Associate Full-Time | In-Person | State College, PA Some offices feel like a revolving door. Strong Tower Associates isn't one of them. We're a small, close-knit financial planning firm in State College, and we're hiring an experienced Client Service Associate to keep our...

Introduction At Gallagher Benefit Services, youre a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether its shaping benefit strategies...

Introduction:At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, theyre free to grow, lead, and innovate. Youll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients...

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, theyre free to grow, lead, and innovate. Youll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to...

Introduction:At Gallagher Benefit Services, youre a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether its shaping benefit strategies, designing...

We are seeking a Client Services Associate to provide reliable, thoughtful support to clients by assisting with coordination, communication, and ongoing service needs. This role is centered on organization, responsiveness, and maintaining positive client relationships in a remote...

Job Description As a Client Service Associate, you will serve as an important point of contact for clients, assisting with inquiries, maintaining professional communication, and ensuring a smooth customer experience. You will work closely with internal departments to support daily operations...

Overview: The Client Service Associate I provides direct support to the Wealth/Financial Advisor(s). The CSAs job is to help enhance the client experience by servicing the clients needs and providing administrative support to the Advisor in their daily business practices. Knowledge of firm policies...

Job Description The Client Service Associate will serve as a key point of contact between clients and internal teams, ensuring a seamless and positive customer experience. This role involves supporting client communications, coordinating service requests, maintaining accurate records, and...

What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to,......

Smoker Wealth Management, LLC, a prestigious financial services firm based in Lancaster, PA, is seeking a motivated and professional Registered Client Service Associate to join our dedicated team. In this comprehensive role, you will serve as a crucial liaison between our clients and financial......