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Job Description: Local wealth management firm specializing in delivering holistic financial planning solutions to affluent individuals is seeking a hands-on, experienced Team Leader. The emphasis of our business is comprehensive financial planning. Join a boutique firm where you will make a difference and be appreciated. The better we serve our clients, the more you will be rewarded. Responsibili...
. What is the opportunity? As a Client Associate/Registered Client Associate with RBC Wealth Management you will be responsible for providing administrative and operational support to one or more Financial Advisors (FA) and/or the Branch Director. Your responsibilities will include assisting clients, researching problems, processing account forms, maintaining account records, and preparing clien...
Job Description: Job Title:PCG Operations Manager 2 - International Private Client Services - International Private Client ServicesJob ID Number:5217318-1Location:New York,NYJob Description:Job DescriptionResponsible for all branch operational functions for branches within moderate to large markets and/or branches with moderately complex business mixes. Assists the Market Manager with communicati...
Job Description: 800x600 Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 Currently we are seeking a Full Time Jr. Client Service Associate/Administrative Support for an Independent Financial Planning firm. Our Jr. Specialist will pursue this mission through: • Greeting our clients and prospects as they arrive at the office • Delivering unparalleled value, outst...
Job Description: The Job Window has an exciting opportunity available for a personable and upbeat candidate looking to boost their experience in customer service & client relations as an associate or start their entry level career in the marketing & sales fields! This immediate full time opening for a Customer Service & Client Relations Associate, being made available by our client (a trendy and...
Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
Job Description Assigned to the employee advisor or branch, utilize the client relationship model & turnkey tools to assist advisors in servicing clients by gathering & analyzing client data, help prepare financial plans, work with clients, process transactions & trades for clients & other practice management tasks as needed. Provide general administrative/reception/operations support as needed i...
About the Company TeraRecon Inc. is the largest independent, vendor neutral medical image viewing solution provider with a focus on advanced image processing innovation. TeraRecon iNtuition and iNteract solutions advance the accessibility, performance, clinical functionality and medical imaging workflow throughout many areas of the healthcare ecosystem. We provide world class advanced visualizati...
BDO’s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ou...
Job Description: Responsibilities include:Fielding and responding to client inquiries. Facilitating money movement (via wire, ACH, journals, checks).Preparing asset allocation reports for new client proposals and existing client reviews. Maintaining efficient workflow using CRM (Salesforce). Working with Morningstar system to generate fund reports for quarterly 401k plan review.All activities rel...
Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
Job Description: POSITION SUMMARY: The Client Services Associate is an integral part of our team. Through a combination of marketing methods, client-management skills, market and product knowledge, the Client Services Associate partners with team members to address the specific needs and service issues of high net worth clients in order to cultivate existing client relationships.Responsibilities:...
BDO’s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ou...
Description Job Description Assigned to the employee advisor or branch, utilizing the client relationship model & turnkey tools to assist & support the advisor in building efficiencies, growing of their practice & in servicing clients by gathering & analyzing client data, helping prepare financial plans, working with clients to process transactions & trades & other practice management tasks as n...
Job Description: CUSTOMER SERVICE EXPERIENCE WANTED! Retail Customer Service Associate Position Open!If you have great people skills and enjoy working with the public, we want to meet you! The Job Window is seeking a full-time Customer Service Associate who is career minded and posses unmatched people skills. This is an entry level opening NOT in a call center environment. As a result of client...
Client Services Representative Apply now Date: Apr 27, 2016 Location: Carmel, IN, US, 46032 Req ID: 1044 Experience Level: Entry-Level Relocation offered: Yes Travel required: None Come grow with us At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it’s more than that. It’s smart and highly driven people united in pur...
Job Description: CUSTOMER SERVICE EXPERIENCE WANTED! Retail Customer Service Representative Position Open!If you have great people skills and enjoy working with the public, we want to meet you! The Job Window is seeking a full-time Customer Service Representative who is career minded and posses unmatched people skills. This is an entry level opening NOT in a call center environment. As a result...
My client, a top investment management firm in San Francisco, CA is seeking a qualified Client Services Associate to assist their wealth management team. The position will focus on working directly with clients with $25M or more in investable assets, executing and reconciling trades and other related transactional work. This position is salaried. There is a lot of opportunity for growth within the...
Responsibilities & Activities Responding to client and advisor requests for client, custodian or CRM information Private Client Services Processing new investment account paperwork, including transfers, ACH and SLOAs Processing of payouts, distributions, ACH transfers, journals and wires Institutional Services Preparing meeting reports and processing new enrollment paperwork Coordinating ta...
Job Summary: Under general supervision, uses advanced skills gained through training and experience to assist financial advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making responsibility. Routine contact w...