Client Service Associate Jobs in New York, NY

Overview: If you are looking to build your career with a firm that puts the client first by providing 360 advice designed to last, then Mariner Wealth Advisors is the... Read More

Who We Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations... Read More

WHO ARE WE? There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the... Read More

Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving... Read More

Being apart of our Security Services Custody Client Operations team, you're part of a pivotal team dedicated to delivering exceptional service and support to our valued... Read More

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: keep management systems... Read More

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with... Read More

Job Summary Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support.... Read More

We are seeking a proven and seasoned Client Service Associate to provide support and assistance to financial advisors of a wealth management client in NYC. This role is a... Read More

OVERVIEW: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative... Read More

Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is... Read More

Who We Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations... Read More

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and... Read More

Job SummaryMiddle Office Asset Servicing is driving an aggressive agenda to enhance the client experience and operating processes. As a result, In this role you will... Read More

Our client, a well-known asset management firm, is looking for a Client Onboarding Analyst to join their team. The responsibilities of this role include assisting with new... Read More

WHO ARE WE? There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the... Read More

Job Description: This position is responsible for all tasks related to the day to day function of both the studio and academic spaces. This individual will be responsible... Read More

POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care.... Read More

About Wealth Enhancement Group Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We... Read More