Senior Client Service Associate jobs in Stamford, CT
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SENIOR CLIENT SERVICE ASSOCIATE
Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients. Participate in the growth of a growing, independent RIA by servicing client needs...
Company | Gemharvest |
---|---|
Address | Stamford, CT |
Category | Education/Training |
Salary | $80,000 - $120,000 a year |
Job type | Full-time |
Date Posted | a month ago See detail |
Senior Client Service Associate
Gemharvest
Stamford, CT
$80,000 - $120,000 a year
Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients. Participate in the growth of a growing, independent RIA by servicing client needs...
a month ago seen See more...
- View all Gemharvest jobs - jobs in Stamford, CT
Client Service Associate, Insurance (Stamford, CT or NYC )
Nfp
Stamford, CT
Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...
a month ago seen See more...
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Client Service Associate
Newedge Capital Group Llc
Stamford, CT
Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.). Collect appropriate documentation to set up new accounts and services. Open new acc...
2 months ago seen See more...
Service Management & Operations- Senior Associate
Line Of Service:advisory
Stamford, CT
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. As a Senior Associate, you'll work as part of a...
2 months ago seen See more...