senior client service associate Jobs in Warren, New Jersey

Senior Client Service Associate
New York, New YorkUBS Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Senior Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the...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
Senior Client Service Associate
Philadelphia, PennsylvaniaStifel What You'll Be Doing The Senior Portfolio Associate brings experience, good judgment, and excellent organizational skills to his or her work with multiple 1919 Investment Counsel Portfolio Managers. This position is responsible for day-to-day administrative management of...Full Job Details
Senior Client Service Associate
Warren, New JerseyWealth Enhancement Group About Wealth Enhancement 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 planning with our team-based Roundtable and UniFi...Full Job Details
Senior 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, an Aon company, we combine the culture of a boutique firm with the stability...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
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
Client Service Associate
Hempstead, New YorkLONG ISLAND FIRM HIRING!We are currently seeking an experienced customer-oriented professional to join our team as a Client Service Associate. This role offers a unique opportunity to combine your exceptional client service skills with management experience, as you will have the potential to...Full Job Details
Client Service Associate
Hempstead, New YorkLong Island Firm Hiring! We are currently seeking an experienced customer-oriented professional to join our team as a Client Service Associate. This role offers a unique opportunity to combine your exceptional client service skills with management experience, as you will have the potential to...Full Job Details
Client Service & Operations Associate
New York, New YorkGoalVest AdvisoryWe are an SEC-registered Investment Advisor working with high-net-worth individuals and their families to offer comprehensive wealth advisory services. We additionally serve as a Chief Investment Officer to other financial advisors and their clients in a sub-advisory...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
Registered Client Service Associate
Cedar Knolls, New JerseyRaymond James Financial Services Job Description Money at Work, LLC: Money at Work, LLC is a full-service, personalized financial planning firm. Clients are our main priority, which is why we are growing our team and seeking a registered, team-oriented, high-performing Client Service Advisor to complement...Full Job Details
Registered Client Service Associate
New York, New YorkUBS Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a job title to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and...Full Job Details
Client Service Associate
New York, New YorkSPS North America Inc Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate role includes receiving, sorting, and then...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
Associate
Berwyn, PennsylvaniaBNY MellonAt BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their...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
Client Service Associate Family Office
New York, New YorkCerity PartnersThe Cerity Partners Family Office is seeking a driven, team-oriented Client Service Associate to support and grow with our team. In this role, you will partner with Advisors and internal specialists to help deliver family office services to UHNW individuals and families. The...Full Job Details
Client Service Associate
New York, New YorkSPS North America Inc Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services,...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
PWM Registered Client Service Associate
New York, New YorkMorgan Stanley POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...Full Job Details
Non - Registered Client Service Associate
New York, 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
Devon, PennsylvaniaRaymond James Financial Services Job 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 seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...Full Job Details
Client Service Associate
Newtown, PennsylvaniaRaymond James Financial Services Job 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 seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...Full Job Details
Client Service Associate
Paramus, New JerseyRaymond James Financial Services Job Description Responsibilities: • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. • Works both independently and within a...Full Job Details