Banking & Finance

Our client is currently seeking a Client Service Associate to enhance the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date Onboard new client accounts, which includes the collection of required documentation and client information Perform administrative duties that support Financial Advisors in daily business practices, including [...]

Our client is currently seeking a Client Service Associate to enhance the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date Onboard new client accounts, which includes the collection of required documentation and client information Perform administrative duties that support Financial Advisors in daily business practices, including [...]

Our client is currently seeking a Senior Client Service Associate to create and maintain long-term relationships with their clients. This is a full-time, permanent position with excellent benefits. Responsibilities include: Answer phone calls, resolve client service needs, take messages as needed. Daily interactions with clients regarding admin & financial tasks. Utilize CRM for tasks, notes, messages, contact information, and reports. Prepare reports, account opening forms and service forms for client meetings. Provide ongoing service for the firm’s client forms. Manage calendar for Partners, schedule and confirm appointments. Qualifications: Bachelor’s degree in Business Related Field. 3+ years of experience in Financial [...]