Client associate • usa
The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests.Responsibilities include assisting with account o... Show more
Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.Become a ... Show more
Provide exemplary service to Gryphon Financial Partners clients.Manage day to day aspects of the client experience.Organized, detail oriented and ability to multi-task.Strong verbal and written com... Show more
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo... Show more
Location: Edmonton, AB, Canada Job Type: Permanent Date: 7/4/2022 Job ID: MJ88116774 Category: Accounting & Finance .Join a top employer and advance your career.Our client, in the wealth manag... Show more
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.Learn more about the career areas and business divisions at wellsfargojobs.Assist Finan... Show more
Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity) Pos... Show more
Harding Loevner seeks a Client Relations Associate to join its Client Relations team responsible for managing and expanding relationships with financial intermediaries and institutional investors.T... Show more
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team.In this team-critical role, you will work alo... Show more
Montage Marketing Group is seeking a Client Success Associate to support client-facing projects, strengthen stakeholder relationships, and help deliver high-quality work that advances client and ag... Show more
The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delive... Show more
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Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec... Show more
As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients.You will work alongside experienced team mem... Show more
Third Bridge is a leading global research firm established in 2007, with a team of over 1,500 employees worldwide dedicated to.We accelerate and enhance decision-making for investors and business l... Show more
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec... Show more
Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie... Show more
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more
Renier Hotopp Law Offices, LLC.Monday–Friday, 8:30 AM – 5:00 PM CST.Compensation: Based on Experience.Build and Lead Client Experience in a Growing Family Law Firm.Renier Hotopp Law Offices is seek... Show more
The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.
Primary Responsibilities
Required Qualifications:
Skills and Competencies:
Physical Requirements:
Compensation Range:
This part-time role offers a compensation of $25.00 per hour
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
