Job DescriptionPosition Overview
We are looking for a professional and customer-focused Client Sales Associate to join our team in Woodbridge NJ. In this role, you will serve as a primary point of con...
Job DescriptionUniversal Banker / Client Services Representative
Summerville, SC | Full-Time | Direct Hire
A growing community bank is seeking an experienced Universal Banker / Client Services Represe...
Job DescriptionClient Services & Account Support Specialist
Company: Atikan Wealth Partners (Affiliated with LPL Financial)
Location: Kent, OH (Fully In Office)
Pay: $45,000 - $55,000
MUST BE LOC...
Job DescriptionWe are seeking experienced Private Client Services Tax Senior Managers or strong Managers to support a a number of clients' tax teams during the upcoming tax season. These roles will fo...
Job DescriptionLancaster County, PA | Hybrid Available
Salary: $125,000–$145,000+ Based on Experience
Additional incentive compensation available for business development and revenue generatedHelp B...
Job DescriptionOnly candidates with US Work Authorization will be considered.
Primary Responsibilities: The function has as objective to provide support to commercial area, FIS Assessoria Brazil and ...
Job DescriptionCreate More Flexibility. More Purpose. More Possibility.Your Career Has Given You Experience. What Could Your Next Chapter Bring?
You’ve built a career, developed valuable skills, na...
Job DescriptionCompany Description Castle Wealth Management (CWM) is a Registered Investment Advisory firm founded in 1997, providing customized wealth management and financial planning services. The ...
Job DescriptionNew York City | Full-Time (Freelance Opportunies Also Available)
Not every client experience can be scripted. Not every creative vision fits inside a brief. We're looking for someone w...
Job DescriptionClient Service Associate
Premier Asset Management firm is looking to hire an Associate to help the Client Service Department achieve their mission by ensuring clients receive exception...
Job DescriptionCOLTER LEWIS INVESTMENT PARTNERS LLC
Client Service Associate
Industry: Wealth Management
Location: Greenwich, CT (walking distance from the train station), Partial time in our New Yor...
Job DescriptionAdministrative Assistant/Client Service Associate
Job Description:
Crescent Sterling, Ltd. is seeking a detail-oriented and proactive Administrative Assistant / Client Service Associat...
Job DescriptionAbout Cresset
Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is exp...
Job DescriptionPosition Summary
Cristy Cali Jewelry is hiring a Client Experience & Retail Operations Assistant to be the primary voice and face of our brand for every customer, collector, and who...
Job DescriptionEntry Level Client Relations Associate
We are looking for a professional and customer-focused Client Relations Associate to join our team. In this role, you will serve as a primary poi...
Job DescriptionWe’re hiring a Client Accounting Services Manager to join our team at Daigrepont Gremillion Advisors in Baton Rouge, LA.
This is a great opportunity for an experienced CPA who enjoys...