client service and operations associate Jobs in Harrison, New York

Client Service and Operations Associate
Harrison, New YorkHighTower Your Future Team Hightower Westchester is a fast-paced, thriving financial advisory firm based in Harrison, New York. We are a dynamic client-centric team that provides a holistic approach to wealth management. We're searching for a Client Service and Operations Associate...Full Job Details
Client Service Associate
New York, New YorkPyramid ConsultingImmediate need for a talented Client Service Associate . This is a 06+months contract opportunity with long-term potential and is located in New York,NY(Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID:25-66693 Pay Range: $27...Full Job Details
Senior Client Service Associate
New York, New YorkBeacon Pointe Advisors Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our New York, NY office. The Senior CSA will join a highly talented team of institutional investment consultants and analysts that...Full Job Details
Client Service Associate
New York, New YorkNational Financial Partners Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the...Full Job Details
Registered Client Service Associate
Morristown, New JerseyStifel Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...Full Job Details
Client Service Associate
Garden City, New YorkStifel What You'll Be Doing A Registered Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records. What We're Looking For Perform clerical functions related to opening client accounts and ongoing account...Full Job Details
Not Registered
White Plains, New YorkStifel Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...Full Job Details
Client Service Associate
New York, New YorkSPS North America IncJob Summary: We are seeking a reliable and detail-oriented Client Service Associate to join our team. The ideal candidate will be responsible for restocking and maintaining inventory for office and canteen supplies, handling basic mailroom tasks, and providing support to...Full Job Details
Registered Client Service Associate
White Plains, New YorkStifel Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...Full Job Details
Administrative Assistant / Client Service Associate
Melville, New YorkPoint Wealth Management Administrative Assistant / Client Service Associate About Point Wealth Management: At Point Wealth Management, our purpose is clear: "With the guidance of our team, our clients can make decisions that are aligned with what they value most. As our firm delivers on this...Full Job Details
Registered Client Service Associate
New York, New YorkOppenheimer & Co. Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail...Full Job Details
Senior Client Service Associate
Garden City, New YorkStifel Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...Full Job Details
Client Service Associate Paraplanner
New JerseyRIA Recruiting Client Service Associate/Paraplanner Personal Wealth Strategies, a well-established wealth management firm in the Hamilton, NJ area, seeks a talented and professional Client Service Associate/Paraplanner to join a fast-paced team. We are energetic, collaborative and client...Full Job Details
Registered Client Service Associate
Jericho, New YorkOppenheimer & Co. Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail...Full Job Details
Licensed Client Service Associate
New York, New YorkCitigroup IncThe Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in...Full Job Details
Associate
New York, New YorkAlphaSightsStart Dates Available: Spring & Summer 2025 Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact with a clear career path ahead of you? If so, our Associate Program is the right choice for you. About AlphaSights We bring...Full Job Details
Client Service Specialist
Westwood, New JerseyModera Wealth Management About Modera Wealth Management: Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm...Full Job Details
Client Services Associate
New York, New YorktheSkimm theSkimm' We're hiring a Client Services Associateto join our Sales team full-time in NY. About our team and what we'll build together theSkimm's Sales team is a growing group of experienced, resourceful, and scrappy hustlers. We pull out all of the stops to get sh t done,...Full Job Details
Client Services Associate
Jersey City, New JerseyCollectors Notice: Collectors will transition to the Workday Applicant Tracking System (ATS) on May 27th. Applicants may be asked to reapply at that time. For questions regarding your application status, please contact our Talent Acquisition Team. Collectors is the leading creator of...Full Job Details
Series 7 Registered Client Service Associate
Parsippany, New JerseyHennion & Walsh Series 7 Registered Client Service Associate At Hennion & Walsh, a Series 7 Registered Client Service Associate is an integral part of our mission to provide the highest degree of advice and services to our valued clients each and every day. The Series 7 Registered Client...Full Job Details
Customer Operations Associate
New York, New YorkAirPay About Us At AirPay, we are on a mission to improve the consumer experience for dental patients. We are growing rapidly, partnering with top dental provider groups and insurance carriers. Our company is backed by top tier VC's led by IA Ventures along with the founders of...Full Job Details
Director of Client Operations
New York, New YorkPremise Health$150000.00 - 205000.00 a year Healthcare Without Rival Premise Health is the world's leading direct healthcare provider and one of the largest digital providers in the country, serving over 11 million eligible lives across more than 2,500 of the largest commercial and municipal employers in the U.S....Full Job Details
Client Advisor
New York, New YorkFERRAGAMO USA, Inc. At Ferragamo, we're more than just building a Brand We are re redefining luxury fashion. Committed to evolving and innovating sustainably, we bring a unique blend of elegance and modernity that has always defined us. with the unique blend of elegance and contemporary that...Full Job Details
Client Services Associate
Norwalk, ConnecticutLMT ManagementWe are looking to fill an immediate need for a Client Services Associate to join our team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required, we provide you with ongoing training to keep...Full Job Details
Client Service Associate Assistant
Parsippany, New JerseyHennion & Walsh Client Service Associate Assistant (Entry Level) - Join the Hennion & Walsh Family. Are you ready to embark on a fulfilling career journey with a company that values teamwork, growth, and unparalleled client service? Look no further. At Hennion & Walsh, we take pride in our...Full Job Details