Job DescriptionClient Service Associate
Location: Memphis, TN
Industry: Wealth Management
Salary: $60,000 to $75,000 base, plus performance-based bonus
About the Role
Our client is a comprehensive wealth management firm providing holistic financial planning and wealth management to individuals and families. The Client Service Associate supports all aspects of client service and wealth management o...
Job DescriptionWe are an established and successful financial planning firm, with a rich history supporting clients with thoughtful financial strategies and stellar personal service. We currently manage over $400M in assets and work with individuals and small businesses. Our main services include managed investment accounts, corporate retirement plans and group medical insurance. We have an experie...
Job DescriptionAre you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team. They are committed to delivering excellence to their clients...
Job DescriptionAbout Duncan Financial Group
Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset i...
Job DescriptionClient Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will b...
Job DescriptionAs a Client Management Specialist, you will work closely with clients, suppliers, sales and internal teams to best meet client needs. This role assists with managing client product and business portfolios including creating client and supplier correspondence, processing orders, maintaining distribution spreadsheets, project tracking, research and managing budgets.
The Client Managem...
Job DescriptionThe Wealth Management Client Associate provides high-quality administrative, operational, and client service support to Financial Advisors and their clients. This role serves as a key point of contact for clients, helping ensure their needs are handled efficiently while maintaining a high standard of professionalism, accuracy, confidentiality, and service.
The ideal candidate is high...
Job DescriptionInfluential is an AI social data and conversion technology, as well as a Developer Partner of IBM Watson and a Facebook Marketing Partner. Utilizing a network of over 1,000,000 social media influencers as a tactic for distribution, Influential runs both native and paid campaigns on Facebook, Instagram, Snapchat, Twitter, and YouTube for Fortune 500 brands including Walmart, McDonald...
Job DescriptionCOMPANY DESCRIPTION
Biltmore Family Office, LLC is an independent SEC-registered wealth advisory firm serving investment-oriented, multi-generational families. Founded by a family and designed to support other families, the firm operates as a collaborative family office focused on long-term partnerships. Its mission is to connect the intellectual capital of the families it serves wit...
Job DescriptionOur client is an independent RIA in Greenwich, CT serving high-net-worth individuals and families. They are hiring a Client Service Associate to support the advisory team on account operations and day-to-day client requests. This is an operations-heavy seat with direct client contact.
Responsibilities
Open, title, and maintain accounts with custodians; manage ACATs and transfers
P...
AVP, Client Service Open
AVP, Client Service Open
Job DescriptionWho We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan adv...
Job Description
About Us
We are a top, nationally recognized, boutique Wealth Management firm looking for a warm, friendly, detail-oriented, self-starter and “go-getter” to join our rapidly growing team.
We’re hiring a Client Service Associate to support an advisor and their clients. This role is focused on communication, coordination, and follow-through, making sure client work moves smooth...
Job DescriptionBusiness Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world’s best companies. BTG provides just the right on-demand talent needed: remote or on-site, part-time or full-time, individuals or teams. That’s why more than 50% of the F100 and hundreds of o...
CORE VALUES: Park State Bank’s Core values are GROWTH, TEAMWORK, RESPONSIVE, TRANSPARENT, And INNOVATIVE. We endeavor to live by these values in all that we do!MISSION: The mission of Park State Bank is to deliver exceptional client service, strategic banking solutions and a community-friendly experience.POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vit...
IntroductionAt Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the ris...
Job Description
About the Company
Encore Funding is a specialty finance business in Cleveland, Ohio, that provides funding, back-office, and strategic services to entrepreneurs in the staffing industry. We are a fast-paced, growing business looking for talented individuals who want to help build an incredible company. As a leader in the specialty finance space, we offer an exciting opportunity to j...
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