We are seeking a diligent Client Service Associate in the Financial Services sector who thrives in delivering exceptional customer service and has a keen understanding of the wealth management industry. Client Details. Our client is a well-established wealth management firm based in Wilmington, DE. With a significant presence, this boutique organization is known for its dedication to providing innovative financial solutions and exceptional servic...
Job Purpose. The. Client Service Associate (CSA). is a significant role within our company. You will perform a multitude of client service processes and provide internal office support. The. CSA. will serve as a key member of our team, but also as the initial point of contact for our clients. This position will be an in-person position. Company Culture. Axia Financial is a family company whose culture is defined by the character of its team membe...
Qualifications. This employee-owned firm manages about. $600 million. The Client Service Associate is an integral part of the overall client experience. engaging in frequent client contact and communication with advisors. This individual will handle. initial and most frequent points of communication with clients and assist with vital operational. procedures in the firm’s day-to-day business. Essential Responsibilities. Verify all requests to cust...
Job Description. The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a st...
Client Service Associate. Multi-Billion Independent Wealth Management Firm. Ellicott City, MD. Overview. Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra hi...
Job Description. The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a st...
Job Description. Job Summary. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existi...
Job Description It takes a village, they say. And we couldn’t agree more. We believe that everyone has their own talents and wisdom to share with the world and one another, which is why drawing on our collective experience and insight is very important to our team. The Client Associate is the foundation of our team in many ways. The ideal candidate is detail-oriented, honest, and truly enjoys people. They are a lifelong learner and share our clie...
About the Role. Our client, a dynamic and growing financial services professional, is seeking a highly organized and detail-oriented individual to join their team. This on-site role involves managing the critical aspects of client onboarding, communication, business processing, and investment operations. The ideal candidate will possess exceptional follow-through skills, a proactive mindset, and the ability to maintain structure in a fast-paced e...
Qualifications. Job Description. This employee-owned firm manages about $600 million. The Client Service Associate is an integral part of the overall client experience. engaging in frequent client contact and communication with advisors. This individual will handle. initial and most frequent points of communication with clients and assist with vital operational. procedures in the firm’s day-to-day business. Essential Responsibilities. Verify all ...
Client Service Associate. Locations. Savannah, GA. Are you passionate about helping others. Do you thrive in a detail-oriented, client-focused environment. If so, Sound View Wealth Advisors is looking for a. Client Service Associate (CSA). to join our growing team. As a. Client Service Associate. you will play a vital role in ensuring a seamless and exceptional experience for our clients. This role is ideal for someone who is highly organized, de...
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40 locations across the country, we are here to serve our clients. beyond. what is expected. This position will support Choreo's Orinda, CA office and will assist adviso...
