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Client Service Associate Jobs

829 jobs

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...
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...
International Private Banking firm is currently seeking a client service associate for their Miami offices. The Client Service Associate assists in the delegated aspects of Client Service processes. Collects documentation for new and existing relationships. Process account maintenance requests, file updates and follow-up on missing documents. Process wire transfers and journals, obtain client c...
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...
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...
Client Service Associate Wealth management firm provides highly customized and integrated wealth management solutions. The firms consultative process focuses on creating a comprehensive plan based on the client’s goals and objectives. Our advisors work closely with other professionals and strategic alliance partners to deliver wealth management strategies to help clients achieve their goals and o...
Client Service AssociateAll times are in Central Daylight Time. Job ID 2016-2013 # of Openings 1 Job Locations US-WA-Seatac Posted Date 9/22/2016 1:49:00 PM Category Administrative/Clerical Overview:Public Consulting Group, Inc. (PCG) provides management consulting and technology services to help public sector education, health, human services, and other government clients achieve their...
Job Title: Client Services Associate Location: Portland, OR Reports To: Senior Director, Account Management JOB FUNCTION Client Services Associate are the first point of contact for all of our internal and external clients. They have the responsibility for providing the highest level of service and ensuring that clients embrace the value of and use comScore products to their maximum potential....
With the right company, life can be brilliant At Ameriprise, we’re not just in the business of managing our clients’ finances — we also help our advisors and employees reach their true potential, too. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty ...
Description: About the Opportunity At Pitney Bowes, from positions supporting sales, supply chain and business processes to management and oversight of our critical call centers. What they all have in common is the value they bring to our clients, as well as the values they stand for as representatives of our company. With a career in Client Services, you will be able to\: Enhance and expedite ...
Our Client is seeking a Client Services Associate in the Boston, MA area. The successful candidate will provide support to the Senior Client Services Managers and Client Service Managers to assist in the daily administration and coordination of assigned clients/accounts. Additional responsibilities include: Manage smaller or pooled client service relationships Assist with the servicing of the o...
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...
September 6, 2016 – Full Time Position SPC Financial® is one of the oldest multi-disciplinary, nationally recognized, financial institutions specializing in Wealth Management, Estate & Tax Planning Services...currently seeking a college graduate interested in learning the financial business from the ground floor up. CSA will provide administrative support directly to the President / CEO & Financi...
Company Confidential
Financial services firm managing $2.2 billion on behalf of endowments, foundations and high net worth families. Firm employs 11 full-time people and highly values a friendly culture and healthy work-life balance. Looking for a client facing individual with event-planning experience who: Can comfortably communicate with clients with unpredictable needs Displays extreme attention to detail Can t...
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...
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...
Company Confidential
Wealth management firm located in Northwest Houston seeking an individual that desires to make a positive difference in the lives of its clients. The Client Service Associate plays a critical role in the firm. Responsibilities & Activities: Client communications Opens and processes account requests Prepares materials for meetings Coordinates completion of meeting action items with clients and...
RAND Engineering & Architecture, DPC, an 85-person Midtown firm named one of Crain's "Best Places to Work in NYC" five times and one of Inc.'s 5,000 Fastest Growing Firms in six different years, is seeking a Client Services Associate interested in business development and account management to join our Business Development Team. Responsibilities include responding to business requests, interacting...