Job Description. We are immediately hiring a Client Service Associate to work on our newest project working with a premier technological giant that has created The Future of Home Internet. These brand-new products are being released in the surrounding San Jose area, and our team is tasked to bring them to market. The Client Service Associate will interact with numerous decision-makers articulating the benefits these products bring, the improvemen...
Bring your potential. and. we will do the rest. Staffmark's team. is dedicated. to finding the most rewarding career for you. We. are seeking. a Client Service Associate for a local, family-owned company in Bardstown, KY. Get your career moving with this temp-to-hire offer. Requirements. Prior experience working in the financial industry. Proficient in. the use of. Microsoft, Redtail, and ShareFile. Time management skills. Ability to learn and ad...
Account Coordinator Position Summary. We are seeking an experienced Account Coordinator to join our Account Services team at Health & Wellness Partners, LLC (HWP). In this role, you will work closely with our clients and internal team to ensure the successful execution of our programs. Key Responsibilities. Provide comprehensive note-taking during internal and client meetings, client debrief sessions, and medical and legal review. Coordinate week...
Join Our Team at Northstar Financial Planners. Northstar Financial Planners is a full-service financial planning firm dedicated to helping individuals identify and achieve their financial goals. We’re looking for a highly ethical and detail-oriented individual to join our team in Fort Lauderdale, FL. Our team is built on trust, integrity, and a commitment to putting clients first. Through years of experience, we provide objective, client-focused ...
We are looking for a. Client Service Associate. to join our team. If you’re someone who enjoys. engaging with people, problem-solving, and providing top-tier client service. this role is for you. . As the. first point of contact. for our firm, you will play a vital role in ensuring that our clients receive. a smooth and professional experience from the moment they call. This position is ideal for someone who is. friendly, detail-oriented, and thr...
Concenture Wealth Management Client Service Associate. Company Description. Concenture Wealth Management is a Houston-based independent investment firm and fiduciary, founded in 2020 by a team of seasoned advisors with more than 60 years of combined experience. We specialize in delivering personalized, objective financial guidance built around each client’s unique goals, values, and vision for the future. Our client-first approach drives everythi...
Concenture Wealth Management Client Service Associate. Company Description. Concenture Wealth Management is a Houston-based independent investment firm and fiduciary, founded in 2020 by a team of seasoned advisors with more than 60 years of combined experience. We specialize in delivering personalized, objective financial guidance built around each client’s unique goals, values, and vision for the future. Our client-first approach drives everythi...
Aulds, Duchesne & Griggs is looking for a dependable and outgoing client service associate who will be responsible for answering phones, scheduling appointments, and answering client inquiries. You will be our first impression to clients, provide administrative support for our accounting team, and ensure that all client service tasks are completed accurately and delivered with the highest quality in a timely manner. Professional appearance, demea...
About us. Compound Planning, with currently 2.5B AUM, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform. Role overview. In this role, you’ll work directly with financial advisors to support th...
Job Details. Job Location. Community Savings Bank Cedar Rapids - Cedar Rapids, IA. Position Type. Full Time. Education Level. High School. Salary Range. Undisclosed. Travel Percentage. Negligible. Job Shift. Day. Job Category. Customer Service. Description. You are responsible for creating, building, and maintaining customer relationships. Community Savings Bank employs specific customer acquisition and growth strategies that are crucial to the B...
Who We Are Looking For. We are looking for a Client Service Associate to join our Client Service Team In this role, you’ll provide essential administrative and operational support, helping ensure a seamless experience for our clients. From coordinating money movement and assisting with bank account setup to managing statements and keeping client communication organized, you’ll play a key role in keeping things running smoothly-all while ensuring ...
Company Description. Advisor Partners II, LLC (AP) has been at the forefront of the evolving investment management industry for over 20 years. The firm enhances investment management by precision-optimizing portfolios across various investment types, compositions, trades, and tax-loss harvesting—sometimes as frequently as daily. With approximately $7 billion in assets under management, AP collaborates with professional investment advisors to deve...
