Client service associate serp_jobs.h1.location_city
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Client service associate • usa
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Waldron Private Wealthis seeking a motivated organized and detail-oriented professional to join our team.This individual will provide essential operational and administrative support to our $15M se...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Are you someone who thrives in a welcoming, customer service-oriented environment? Do you excel at building strong client relationships? If so, we want you to be part of our team!.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Essential Duties and Responsibilities • • + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work both independently and within a dy...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.In t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
We are seeking a motivated and detail-oriented.This role is ideal for someone who excels at building professional relationships, resolving client inquiries, and maintaining a high standard of servi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients.
We continually seek to perfect our craft of personalized financial plannin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Schenectady-Hamburg - Schenectady NY.As a Client Services Associate you will be a valued member of an interdisciplinary team addressing support and clerical needs for center clients.The Behavioral ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Join a team where your passion for client service drives real impact for global clients.Grow your career in a collaborative, fast-paced environment that values your expertise and commitment.Develop...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
The ideal candidate will serve as the primary point of contact for clients ensuring their needs are met with efficiency and professionalism.
This role requires exceptional communication skills atten...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Responsible Growth is how we run our company and how we deliver for o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills.
If you enjoy building strong relationships with clients, then look n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
McGee Wealth Management, a growing financial advisory firm located in Katy, TX, is seeking a full-time Client Service Associate to join our team.
We prioritize client service and are looking for som...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
G&G Wealth is an experienced Scottsdale based team of professionals, founded by women, who strive to provide tailored, expert advice on all aspects of wealth management for a select group of women ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis.
Through regular interactions with clients, ind...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.In t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
JobID : 210686511 Category : Client Service JobSchedule : Full time Posted Date : 2025-11-14T22 : 31 : 02+00 : 00 JobShift : Day : Step into the role of a Client Service Associate within our Commercial ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to individuals families and businesses.Our firm adheres to a com...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Waldron Private WealthWayne, Pennsylvania, USAjob_description.job_card.variable_days_ago
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job_description.job_card.job_descriptionBachelors degree in finance or related field required. Demonstrated related experience may be substituted for preferred education. Minimum of 1 year of experience within the financial industry preferred. Minimum of 1 year of experience with investment accounts retirement accounts hedge funds private equities trust accounts LLCs and / or LPs preferred. Comprehensive medical benefits Dental and Vision coverage Life Insurance Short and Long Term Disability 401(k) Profit Sharing Paid Time Off Financial Planning Advice
Waldron Private Wealthis seeking a motivated organized and detail-oriented professional to join our team. This individual will provide essential operational and administrative support to our $15M segment team. This position offers significant growth potentialwithin 23 years we envision the role expanding to include responsibilities in wealth management such as financial analysis client and prospect deliverables and technical planning as well as in investments including market research and portfolio reporting.
In this role you will :
- Process forms and documentation for custodial related items including opening new accounts setting up standing instructions adding beneficiaries to accounts etc.
- Provide administrative support to the $1-5M teamfor various requests including preparing FedEx mailings postage and envelopes faxing emailing filing making copies scanning docs generating reports and other administrative related items as requested.
- Assist with client transactions (e.g. cash management insurance tax payments real estate transactions payments receivables etc.) within the custodian system via check EFT wire transfer etc.
- Assist in the research and gathering of information to resolve a client issue.
- Assist with the onboarding process of new clients by creating and maintaining accurate client records (e.g. contact details client document filing etc.).
- Assist with managing accounts with a third-party portfolio aggregator including adding new accounts coding transactions addressing account issues and running reports as requested.
- Provide document management for $1-5M team and other departments including document naming and uploading to document management system.
- Create and distribute various reports from custodian and data aggregation platforms for internal and external customers.
Requirements :
Summary :
Waldron is a boutique wealth management firm that advises a select group of multigenerational families business owners and corporate executives. We are dedicated to providing our clients with comprehensive financial planning and independent goal-based investment management. Waldron has been consistently ranked as a top financial advisor by industry leading publications including Barrons Forbes and the Financial Times.
At Waldron we offer our employees :
Required Experience :
Junior IC
Key Skills
Restaurant Experience,Time Management,Food Service,Data Entry,Customer Service,Direct Support,Computer Skills,Serving Experience,Medical office experience,Dietary Department Experience,Medical Terminology,Phone Etiquette
Employment Type : Full-Time
Experience : years
Vacancy : 1
Yearly Salary Salary : 2 - 3