Multinational Client Service - 8,412+ job offers

Job Description Job summary: We are seeking a talented Associate to join the North America Client Platform team within Americas Client Service. As an Associate on this team, you will assist on projects to streamline business processes, strengthen the controls environment and manage business initiati

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and instit

The Role: Client Service Specialist The Location: Beverly Hills, California Reports To: Client Service Manager Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine

The Paralegal is responsible for a variety of tasks to support attorneys, including maintaining and organizing files, ensuring document regulatory compliance, and preparing documents. At Stern & Eisenberg, Paralegals typically specialize in a single field of law such as litigation, loss mitigation a

*About MICHAEL M** MICHAEL M is a luxury jewelry brand built on craftsmanship, innovation, and uncompromising standards. For over 18 years, we have partnered with premium retailers nationwide and built a reputation for excellence in design, execution, and brand integrity. As we continue to grow, we

# **Client Services Associate** *Location:** *New York, NY 10020* *Schedule:** *Mon - Fri 8:00 am - 4:30 pm* *Employment Type:** Full-time *| Onsite* *We're hiring!** If you're a people‑focused, detail‑oriented professional who enjoys keeping an office running smoothly, this role is for you. We're s

*Client Service Associate** A4 Wealth Advisors, LLC* Lake Norman, NC | Full-Time *Position Summary** The Client Associate plays a critical role in delivering a seamless and high-quality client experience. This individual serves as a key partner to the advisory team, ensuring that client service, ope

Client Service Specialist | The Gleason Group | Prospect, KY The Gleason Group is a financial life management firm serving high net worth and ultra-high net worth clients. We don't live in spreadsheets — we focus on return on life: our clients' time, energy, and peace of mind. Our motto says it all:

Position: Client Service Associate Firm: Curran Financial Partners Location: Charleston, SC Overview: Our growing financial service firm, Curran Financial, in Charleston, SC is seeking to add a Client Service Associate to our team! The ideal candidate for this role will be someone who has the desire

The Role The Client Service Specialist is responsible for delivering exceptional service to our clients, ensuring their needs are met and their expectations exceeded. This role involves direct interaction with clients, addressing inquiries, and providing solutions to enhance their experience. Manage

Company Description At MPM Wealth Advisors, we don't just manage wealth — we build relationships that last. Our clients aren't account numbers. They're people we've known for years (sometimes decades), and they trust us with some of the most important decisions of their lives. Retirement planning, i

Pittsburg Vet Clinic is looking for a Client Service Representative to join our team. We are looking for an friendly, outgoing personality who wants to provide great customer service. The Client Service Representative the first person a client interacts with, and is the person who controls the flow

TeamBuilders is a community-based behavioral health organization with a vision to provide unconditional care to adults, children and families. TeamBuilders’ commitment also translates to its employees and their families. TeamBuilders truly promotes work-life balance and creativity. TeamBuilders enco

Are you a caring and energetic individual with attention to detail that loves customer service and creating a “wow” factor for client? Do you enjoy interacting with people and have a great sense of humor? Would you enjoy working for a growing, prestigious company in a fun, team environment? At our f

*Overview** Join our dynamic team as a Client Service Associate and become a vital link between our clients and our innovative financial solutions. In this energetic role, you will deliver exceptional customer service, manage client accounts, and support sales initiatives to foster long-term relatio

*Company Description** AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in comb

ASSOC015042_1 Who We Are Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth

Description We are seeking a Client Service Associate at our downtown Cleveland, Ohio wealth management firm. This position serves as a primary and/or secondary point of contact for clients, supports Financial Advisors, and ensures the smooth execution of all operational and administrative activitie

Client Service Representative (CSR) The Client Service Representative is responsible for: Assisting in taking all incoming client calls, recognizing that this is where the client will form their first impression of the company. Good communication with the client is essential! Make sure that taking c

*Overview** A Client Service Associate provides administrative support to financial advisors by handling client inquiries, managing accounts, and assisting with a range of administrative tasks. Key responsibilities include onboarding new clients, processing account transfers, preparing client report