Client Services Open
Client Services Open
Job Description* Please include desired position(s) with your submission *
As one of the nation’s largest plaintiffs’ litigation firms, Motley Rice advocates for the rights of workers, families, consumers and investors and aggressively seeks justice for people and institutions harmed by wrongdoing and negligence. Our Firm has played leadership roles in some of the most significant cases to eve...
Job DescriptionClient Services Associate – Independent Wealth Management Firm
Location: Glendale, CO (Denver area)
Work Environment: On-site, Full-time
Role Summary
We’re hiring a Client Services Associate on behalf of our client—a growing independent, fee-only registered investment advisory firm based in the Glendale, CO area. The firm serves individuals, families, business owners, trusts, ...
Job DescriptionClient Services Associate / Specialist – Luxury Travel Industry Experience REQUIRED (ideally Private Aviation experience)
Location: New York, NY (local candidates only please)
On-site position Monday through Friday 9:00am to 5:00pm WITH THE ABILITY TO BE REACHED / BE ON CALL AFTER HOURS AS NEEDED WITHIN THIS 24/7 COMPANY OPERATION CATERING TO CLIENT NEEDS.
Compensation: $80,00...
Job DescriptionOverview:
Our client, a growing RIA, is looking for a Client Services Associate to support advisors and the broader client service team. The ideal candidate will have 5+ years of experience in wealth management or financial services, experience working with HNW clients, and strong operational and client service skills.
Key Responsibilities:
Support advisors with day-to-day client ...
Job DescriptionClient Services Associate
We are seeking a highly motivated and detail-oriented Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to advisors and clients in our Chicago office location while collaborating with a dynamic, nationwide Client Services team.
This role requires excellent communication skills, the ...
Job DescriptionCompany Description
Alder Capital, LLC (Alder Capital) is an SEC-registered investment advisor based in Solana Beach, CA. Alder Capital provides investment advisory and related services for high-net-worth clients nationally, focusing on delivering proven investment success and comprehensive financial services.
Role Description
This is a full-time on-site role for a Client Services A...
Job DescriptionPosition Overview
Duet Care at Home is a rapidly growing home care agency that connects talented caregivers and companions with seniors living in New York City. We recruit health care workers, artists and performing artists, nursing and graduate students, and individuals who desire a rewarding "encore" or second career. Matching the right caregiver with each client is essential for...
Job DescriptionPosition Overview:
The Client Services Manager at a well-regarded boutique investment management firm, based in Chicago is a pivotal role dedicated to receiving and enhancing client relationships, with a strong focus on repairing and retaining clients. This role will develop and implement structured processes to provide special attention to clients, ensuring their long-term satisfac...
Job DescriptionClient Services Manager
NuEnergen, LLC
10 Bank Street, Suite 600
White Plains, NY 10606
www.nuenergen.com
Job Title: Client Services Manager
Reports To: Vice President, Sales & Marketing and Senior Vice President, Client Services
Job Description:
In the role of the Client Services Manager, you will be responsible for spearheading new business development across all of NuEnergenâ...
Job DescriptionClient Services Associate – Entry Level | Richmond, VA
ProspectBlue seeks an entry-level Client Services Associate for our wealth management firm client in Richmond, Virginia!
About the Opportunity:
ProspectBlue’s client, a highly respected wealth management firm in Richmond, Virginia, is seeking a smart, outgoing, and motivated individual to join its team in an entry-level cl...
Job DescriptionSeeking a Client Services Associate to join a growing team in South Florida. This person will be responsible for providing administrative and operational support for high-net-worth clients and the firm's advisors. As the primary point of contact for service-related needs, the Client Services Associate must possess strong organizational, multitasking, and communication skills, alongsi...
Job DescriptionJoin Our Team at Advisor Associate — Client Service Associate Position
Location: Encino, CA | Full-Time | $40,000
Advisor Associate, a full-service financial planning firm located in Encino, California, is seeking a dedicated Client Service Associate to join our growing team. We offer a collaborative and professional work environment where client relationships, integrity, and per...
Job DescriptionTitle : Senior Client Service Representative
Location : Santa Barbara, CA
Duration : Fulltime
Salary : $50,240 - $66,352 yearly
Essential Duties and Responsibilities:
Interview and profile clients to recommend appropriate banking products and services.
Identify opportunities to cross-sell products and services that align with client needs.
Generate new business opportunities t...
Job DescriptionJob Title: Client Service Associate
Location: Las Vegas, NV or San Diego, CA
Reports To: Vice President of Operations
Job Type: Full-Time
Client Service Associate
The Wealth Consulting Group is seeking a Client Service Associate to assist our Financial Advisors with our mission of helping clients achieve their financial goals. This is your chance to play a key role in the expansion ...
Job DescriptionCompany Overview
Our client is an established investment and wealth management firm. The organization provides investment management alongside customized wealth planning, tax coordination, estate and wealth-transfer planning, and other family-office-style services.
Location, Compensation & Benefits
Chicago, IL – 4 days in office per week
$90,000–$100,000 base salary + 10% ...
Job DescriptionCV Advisors is a Miami-based family office and SEC Registered Investment Adviser serving ultra-high-net-worth families and institutions in the US and internationally. We pride ourselves on delivering highly customized investment solutions, exceptional client service, and a collaborative, high-integrity culture. Our team is entrepreneurial, detail-oriented, and deeply committed to lon...
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