- JPMorgan Chase (Boston, MA)
- …proactive phone conversations that deliver the 55ip value proposition Provide superior client service by being responsive, thoughtful, and making the clients' ... investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and intelligent… more
- Coldstream Wealth Management (Portland, OR)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive and growing team, you will ... learn the Registered Investment Advisor industry from...learn the Registered Investment Advisor industry from the ground up...the team is now adding a CSA position. The Client Service Associate Role The… more
- Coldstream Wealth Management (Portland, OR)
- …opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have ... the team is looking for a Sr. CSA. The Client Service Associate Role The...manner. + Serve as a liaison between clients and custodians/ investment managers, including managing client information and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | RIA | San Francisco | Hybrid | $80-100k Base ... a client -focused environment. Responsibilities: + Provide day-to-day client service and support + Assist with...custodians like Schwab/TDA, Fidelity, Pershing + Familiarity with Orion Advisor Technology is a plus + Strong background in… more
- Coldstream Wealth Management (Seattle, WA)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the ... Registered Investment Advisor industry from...Registered Investment Advisor industry from the ground up...7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Apply today and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate About the Role We're seeking a Client ... move. What We're Looking For + 5+ years minimum + Must have prior RIA client service experience + Strong attention to detail and organizational skills. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | ... the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …today and share your resume via LinkedIn with JC del Rosario - I'd love to connect! Client Service Associate About the Role We're looking for a Client ... senior executives and professionals. In this role, you'll deliver exceptional client service and operational support, including account administration,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of ... when needed. + Act as the liaison between the advisor and various internal functions including client ...departments. Requirements + 3+ years of client service experience, ideally within a RIA or… more
- Aristotle Capital Management (Newport Beach, CA)
- …5 years of relevant financial services work experience: required. + Experience in investment management or client service /sales support within the financial ... to inbound calls and emails as well as other client service requests. Organization, professionalism and the...Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the … more
- T. Rowe Price (Baltimore, MD)
- …plan with each Enterprise RIA firm. + Effectively represent the organization's investment and service solutions to clients to retain existing placement and ... includes working closely with many of our clients' business teams including investment research, product development, RIA field leadership, marketing, and… more
- T. Rowe Price (Baltimore, MD)
- …updates, product trends, advisor preferences for both private and registered investment structures. Qualifications Required: + Prior experience in private ... customer service and a comprehensive suite of investment management solutions to our diverse client ...of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA ,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …management solutions. This position blends technical expertise, leadership, and exceptional client service . You'll collaborate with senior advisors, mentor team ... skills. Other Skills & Attributes + High integrity and unwavering commitment to client service excellence. + Organized, detail-oriented, and capable of managing… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and wealth management solutions. This role combines technical expertise, leadership, and client service excellence. You'll work closely with senior advisors and ... leadership skills. Other Skills & Attributes + High integrity and commitment to client service excellence. + Organized, detail-oriented, and able to manage… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …broker-dealers and as a custodian for independent Registered Investment Advisor firms (RIAs). **Job Summary** The summer associate will have the ... work together to mitigate risk and implement product solutions while delivering superior client experience. The summer associate position is a temporary role.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …dealers and as a custodian for independent Registered Investment Advisor firms (RIAs). **Job Summary** The summer associate will gain hands-on experience ... will be essential in supporting initiatives that enhance operational efficiency and client satisfaction. The summer associate position is a temporary role.… more
- S&P Global (Chicago, IL)
- …cultivate a pipeline of contacts. Build strong relationships internally, liaising with Sales, Client Service , IIS, Marketing, and Product teams to support new ... internal use):** 12 **The Team:** We are seeking an Associate Director, Client Solutions Group to join...supporting Unified and Separate Managed Accounts (UMA/SMA), Model Portfolios, Investment Advisory Solutions platforms and RIA channel… more
- Coldstream Wealth Management (Portland, OR)
- Job Descriptions: If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth ... growing Portland team. This position has the opportunity for career advancement within client service /team operations. We have a hybrid work environment, with… more
- Coldstream Wealth Management (Mercer Island, WA)
- Job Descriptions: If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth ... Mercer Island team. This position has the opportunity for career advancement within client service /team operations and/or towards becoming a Wealth Manager (… more
- KeyBank (Brooklyn, OH)
- …endowment funds, public fund and/or Taft Hartley clients in administrative capacity or other client service roles. + Demonstrated strong client service ... client issues/resolution involving the following: trust/custody, benefit disbursements, investment management, and commercial bank account services/activities, as well… more
