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Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our fast-paced financial firm, REAP Finan...
IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Client Services Associate for a critical engagement in Pittsburgh, PA. This role will assist multiple Operations teams who support Investment Management, Banking and Loan products though out the life of an account. The functional wo...
Client Services Associate | Aventura, Florida Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Deposit Insurance Corporation (“FDIC”). Headquartered in New York, with a branch in Florida and representative offices in Brazil, ...
Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our busy financial planning firm located ne...
SAM Group , a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate . This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and...
Join Us as a Client Portfolio Manager We are seeking a Client Portfolio Manager to join our Investment Research Group (IRG), the centralized investment team within our Multi-Family Office (MFO) business. This team is responsible for asset allocation, portfolio construction, manager selection and monitoring, risk management, and other investment-re...
Luxury Presence is the fastest-growing digital platform for agents, teams, and brokerages. Our award-winning real estate websites, modern marketing solutions, and AI-powered mobile platform help agents attract more business, work more efficiently, and serve our clients. Since launching in 2016, Luxury Presence has been trusted by over 50,000 real ...
CLIENT SERVICE ASSOCIATE: COCKEYSVILLE, MD Who Staffing is looking for a Client Service Associate for a full-time, direct hire opportunity with our client in Cockeysville, MD. This role is on-site five days a week. Job Summary: Our client, an independent advisory firm in Cockeysville, MD, is seeking a motivated and detail-oriented individual wit...
Client Success Manager About XSELL Ready to write the best chapter of your career? XSELL Technologies leverages artificial intelligence as a foundational capability to listen, learn and support agents in real time with the exact information they need to exceed customers’ expectations and deliver top performer experiences. Join us on our mission ...
Client Service Associate Boutique Wealth Management Firm Norwalk, CT Overview Boutique RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services and Operations. The Firm provides sophisticated financial advisory and investment management services to high net wo...