Client Service Associate Jobs

POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading

Associé au Service à la clientèle privée Joignez-vous à l’une des plus grandes sociétés indépendantes de services de gestion de placement discrétionnaires d’intérêt privé au Canada et aidez nos clients à atteindre leurs objectifs financiers particuliers, tout en leur offrant un service

About UsCadence (www.cadencetranslate.com) is a language services firm servicing the due diligence industry. We started in Beijing in 2014, and the types of clients we serve are expert networks, investment firms, consulting firms, and market research firms. We are a remote-first company whose staff

Location: Wilmington, DE (in-office T,W,TH) Type: Full-Time At RiversEdge Advisors, we believe clarity and confidence are the foundation of every sound financial decision. As a fee-based financial planning, wealth management, tax, and business advisory firm, we’re passionate about helping clients re

Overview You are a matchmaker and project manager. We have four products (Interpretation, Translation, Moderation and Transcripts). Customer service and client satisfaction are what motivate you to succeed. You begin your tenure at Cadence assisting simple projects, and as you develop further, you w

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset,

About Us Cadence (www.cadencetranslate.com) is a language services firm servicing the due diligence industry. We started in Beijing in 2014 and the types of clients we serve are expert networks, investment firms, consulting firms and market research firms. We are a remote-first company whose staff i

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations acros

About Us Cadence (www.cadencetranslate.com) is a language services firm servicing the due diligence industry. We started in Beijing in 2014 and the types of clients we serve are expert networks, investment firms, consulting firms and market research firms. We are a remote-first company whose staff i

【業務内容】 Respond to client requests for new project initiatives through our centralized technology Collaborate with various members of the production team to assess the scope of work and produce cost and timeline estimates for translation projects and requests Initiate all project related work by prov

Responsibilities Support bankers and investors in performing various aspects of the relationship management initiative with their respective client base. Research follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialist an

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations acros

Key Responsibilities Document translation is a core language service, requiring expertise in both the source and target languages. As a Translations Associate, you'll play a key role in ensuring clients' translation needs are met with precision and efficiency. Your responsibilities will centre aroun

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset,

Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your inter

Client Service Associate Location: London 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. Springboard your career with us if: You thrive in

Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s

Company Overview: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research

Vise is looking for a Client Service Associate to join the Account Management Team. You'll be an indispensable resource for our financial advisor clients and play a critical role in the operational center of Vise; working directly with custodians, acting as the liaison between Account Managers, Inve

Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Bes