Associate, Client Service - Newport Beach

We are looking for a motivated, fast-learning addition to our team. The position offers excellent exposure to executive leadership, multiple avenues for advancement at a growing firm and the opportunity to learn about several facets of wealth management.Manage and lead the client ...

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. ...

We're looking for a motivated, fast-learning addition to our team. Reporting to the assigned advisor with additional guidance from the Lead Sr. Client Service Associate is responsible for maintaining successful client partnerships and serving as the primary point of contact for c ...

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. · ...

We are seeking a Client Service Associate to join our team. As a Client Service Associate, you will work collaboratively with the service team to manage a book of business and provide day-to-day service for employee benefits clients. · The ideal candidate will have a bachelor's d ...

The Associate, Client Service is an integral part of APC's institutional business development team. · Assist with various aspects of internal business development functions under close supervision. · Including but not limited to: · ...

The Associate, Client Service is an integral part of APC's institutional business development team. · Gather and organize data used across the product suite. · Prepare monthly and quarterly reporting for institutional portfolios. · ...

The Client Services Officer serves as a primary relationship and service liaison for clients, managing a diverse range of daily banking needs, account servicing requests, and complex problem resolution. · Assist in directing all activities of the staff and branch operations area ...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · ...

We're looking for a motivated and experienced addition to our team. · We're looking for a Senior Client Service Associate to join our team at Knightsbridge Wealth Management. · Manage client service requests · ...

The Relationship Manager will work closely with the Legal Client Services Director in developing and maintaining strong relationships with clients and providing quality customer service. · This role provides consultative banking solutions encompassing both Firm needs (operational ...

The Client Services Coordinator will be responsible for providing administrative support to an office or group of sales professionals. The role involves preparing proposal and presentation materials, coordinating the distribution of marketing information and maintaining brand con ...

The Portfolio Banker is responsible for gathering and analyzing credit information. · The LCS Portfolio Banker acts as a specialized credit analyst and portfolio manager. · ...

Un technico-comercial itinerante especializado en menuisería busca desarrollar las ventas y la fidelidad de los clientes. · ...

Dedicated to providing excellent legal services, the firm is committed to representing clients who have experienced workplace injuries. · ...

Northern Trust is a globally recognized financial institution that provides innovative financial services and guidance to successful individuals, families, and institutions. The company has been in continuous operation since 1889 and serves clients using leading technology and ex ...

This is a remote role for a professional Real Estate Agent working to represent high-end clients. Day-to-day tasks include assisting clients with buying, selling and investing in luxury properties. · ...

We are seeking a highly motivated and enthusiastic Remote Travel Agent to join our team. · Communicate with clients via phone, email, and other communication channels to understand their travel preferences and needs · Research and recommend destinations, accommodations, and activ ...

The Branch Seasonal Associate role offers college students an opportunity to learn about the wealth management industry and branch operations. · ...

We are seeking a motivated and client-service-driven Client Solutions Specialist to support and expand our various client solutions and manage and support our workplace retirement technology. · ...