- Serve as a primary lead for client onboarding and private wealth client services
- Provide an excellent client experience for high net worth clients
- Participate in the growth of a growing, independent RIA by servicing client needs, and maintaining and building key relationships
- Strong culture of teamwork, work life balance and personal and professional development
- Competitive compensation package including benefits and bonuses
- 2+ years experience in Client Services within Financial Services
- Track record of professionalism, adaptability, attention to detail, and time management
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Sales and Service Associate
Found in: Talent US C2 - 5 days ago
24 Hour Fitness Spring, United States Full timeFULL-TIME Part-time · LOCATION 18541 Kuykendahl Spring TX 77379 · Who we are · At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to every ...
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Sales and Service Associate
Found in: Talent US C2 - 3 days ago
24 Hour Fitness Spring, United States Full timeFULL-TIME Part-time · LOCATION 1000 Lake Plaza Drive Spring TX 77389 · Who we are · At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to ...
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Office Services Associate
Found in: beBee S2 US - 2 weeks ago
C&W Services CHEVY CHASE, United States Full timeJob Title · Office Services AssociateJob Description Summary · This position embodies an exceptional customer service experience to the client/colleague/end user in a corporate environment for a global professional services firm. Engage at the appropriate level to support contrac ...
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Client Services Associate
Found in: Appcast US C2 - 4 days ago
Promethium Adviosrs Bethesda, United StatesThis is a full-time, on-site role for an experienced service professional located in Bethesda, MD. The Client Service Associate will be responsible for answering inquiries, resolving issues, updating client accounts, maintaining documentation, money movement, report generation, c ...
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Client Services Associate
Found in: Lensa US 4 C2 - 3 days ago
Promethium Adviosrs Bethesda, United StatesThis is a full-time, on-site role for an experienced service professional located in Bethesda, MD. The Client Service Associate will be responsible for answering inquiries, resolving issues, updating client accounts, maintaining documentation, money movement, report generation, c ...
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Client Service Associate
Found in: Lensa US 4 C2 - 1 day ago
RIA Recruiting Bethesda, United StatesDivergent Planning is a fee-only wealth management in Bethesda, MD. We have been steadily growing our practice for 21 years by focusing on excellent client experience as a small ensemble. We are seeking a full-time PERMANENTLY REMOTE Client Service Associate to join our team. We ...
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Service Associates
Found in: Indeed US C2 - 3 days ago
Industrial Bank Wash Washington, United States Full timeIndustrial Bank is seeking a highly qualified professional for the position of Service Associate (Teller) for our Retail Branch located at 2000 Eleventh St, NW, Washington, DC · Industrial Bank is a successful and established African American owned and operated financial institut ...
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Customer Service Associate
Found in: Lensa US 4 C2 - 5 days ago
Value City Furniture Hyattsville, United States** Customer Service Associate** · *Share by Email* Location: VCF WASHINGTON DC 1 #74 At American Signature Inc., we believe everyone has the right to a well-furnished life. Every day, our customers embark upon their personal style journeyan adventure. To that purpose, we are com ...
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Retail Receiving Support Associate
Found in: SonicJobs Direct Apply US - 1 day ago
Macy's Spring, United States Full timeAre you ready to bring your amazing self to work? · At Macy's, Inc., we're on a mission to create a brighter future with bold representation for all. This is our Mission Every One. We know that each person here is unique. We respect and invest in each individual to create growth, ...
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Service Associates
Found in: ZipRecruiter Test10S US C2 - 1 day ago
Industrial Bank Wash Washington, United StatesJob Description · Job DescriptionIndustrial Bank is seeking a highly qualified professional for the position of Service Associate (Teller) for our Retail Branch located at 2000 Eleventh St, NW, Washington, DCIndustrial Bank is a successful and established African American owned a ...
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Junior Partner
Found in: Zoho Direct Apply - 6 hours ago
Advanced Dynamics Corp Silver Spring, United StatesOur client is a fast-growing and prestigious law firm with multiple offices in Maryland, DC, Virginia, and Florida. · We are seeking highly motivated Junior Partner to actively manage cases and manage Associates. · 5 + years of Immigration experience is required. · The ideal ca ...
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Customer Service Associate
Found in: Lensa US 4 C2 - 3 days ago
Savers | Value Village Bladensburg, United States· Position at 2nd Ave Thrift · Job Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion r ...
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Customer Service Associate
Found in: Lensa US 4 C2 - 5 days ago
Bank of Washington Washington, United States Full timeCustomer Service Associate - Full-time Job Details Level Entry Job Location Any - Washington, MO Position Type Full Time Salary Range $13.50 Hourly Job Shift Any Job Category Retail Banking Customer Service Associate - Full-time The Bank of Washington is seeking a fulltime Custom ...
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Associate - Financial Services
Found in: Jooble US O C2 - 4 days ago
5 Legal Washington DC, United StatesJob Description · Job Description Am Law top 100 firm which is popular for its high-profile financial services is seeking a highly qualified associate to join their Financial Services group. · The ideal candidate must have 3-6 years of experience working with registered investm ...
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Specialist Servicing Associate
Found in: Appcast US C2 - 1 day ago
George Washington University Washington DC, United States Part timeI. JOB OVERVIEW · Job Description Summary: · Student Financial and Registration Services (SFRS) is an integrated student services organization designed to assist students, parents, and the GW community in person and via email, and phone with navigating administrative processes r ...
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Return employee
Found in: Orion Innovations US - 3 days ago
Neptune Enterprises Chillum, MD, United States FreelanceLooking for something new? A job that's not your typical 9-5? A job that requires technical expertise, improvisation skills, and a solution-oriented mindset? · We are currently seeking a Returns Associate (m/f/d) for our prestigious client in Baesweiler, starting as soon as possi ...
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Customer Service Associate
Found in: Talent US C2 - 2 days ago
Equiniti Washington, United States Full timeManagement Level · IEQ's Transfer Agency (TA) is an industry leading stock transfer record-keeping provider covering equity investment vehicles, including corporate equity compensation, corporate actions, initial public offerings, associated stock issuances and sub-accounting rec ...
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Client Services Associate
Found in: ZipRecruiter Test10S US C2 - 22 hours ago
DSPolitical Washington, United StatesJob Description · Job DescriptionWe're looking for an ambitious candidate to work in DSPolitical's Client Services team As a Client Services Associate, you will assist with trafficking campaigns to the Programmatic Trading team, the preparation and production of reports, and othe ...
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Client Service Associate
Found in: Talent US C2 - 2 days ago
United Bank Washington, United StatesJob Description · The primary function is to support the Institutional Services Group of the Wealth Management Division and designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales, marketi ...
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Project Associate, Creative Services
Found in: Jooble US O C2 - 4 days ago
cnhs Washington DC, United States: The Project Associate will coordinate construction projects as needed in conjunction with the Program Director/Manager, Construction . Coordinate programmatic services leading to the support of training programs, and will be required to provide general office administration. su ...
Client Services Associate - Spring, United States - GemHarvest Executive Recruiting
Description
Client Service Associate
Boutique Wealth Management Firm
The Woodlands, TX
Overview
Independent RIA serving 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 high net worth clientele.
Highlights
Requirements