Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs...., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining...
Overview: If you’re looking for a retail sales associate / customer service job where you can positively change the... incident of client criticism to a story of great customer service. Prior retail sales experience preferred; selling...
Associate. The Reporting Associate will be responsible for helping maintain the firm’s data for performance reporting... and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s growing user base...
and acceptable resolution. What do you need to succeed? Must-have 3+ years of Registered Client Associate experience... with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client...
Senior Associate to join our team. This individual will work in conjunction with senior client facing sales professionals... as well as other client service requests. Organization, professionalism and the ability to prioritize multiple tasks...