CATEGORY: Client Services JOBS

Client Service Manager III San Francisco, CA

Specialty: Client Services
Client Service Manager Do you want to work for a fast paced, entrepreneurial organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Client Service Manager where you will be the key contact in servicing, educating, tracking, trending, and resolving day to day operational issues for our family office clients. The Expertise We’re Looking
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Client Service Representative Jersey City, NJ

Specialty: Client Services
As a Client Experience Associate In this role, you will interact with internal and external business partners, providing subject-matter expertise pertaining to equity, mutual funds and fixed income securities. The Expertise We’re Looking For Willingness to answer 50+ incoming calls and respond to complex inquiries Customer service-focused individual with superior written and verbal communicatio
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Entry Level - Client Service Representative Jersey City, NJ

Specialty: Client Services
Client Experience Associate As a Client Experience Assocaite In this role, you will interact with internal and external business partners, providing subject-matter expertise pertaining to equity, mutual funds and fixed income securities. The Expertise We’re Looking For Interested in an Entry Level Opportunity May 2018 Graduate Willngness to answer 50+ in coming calls and respond to complex inqu
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Family Office- Licensed Client Associate San Francisco, CA

Specialty: Client Services
Client Service Associate The Client Service Associate (CSA) will provide operational support to the Client Management Team. The team supports a division of Fidelity, serving the needs of their High Net Worth Clients. Join us as a Client Service Associate where you will assist in processing transactions for our Client Service Team. The Expertise We’re Looking For BS/BA Degree required Series 7 &
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Veterans Rotational Leadership Program Westlake, TX

Specialty: Client Services
Are you a self-starter and do you have a strong desire to operate in a dynamic, fast-paced, environment? Do you want to lead people and be responsible for managing an operations team? In this new leadership position, you will have a unique and rare opportunity to rotate through several operational areas within the Risk and Operations functions to learn the business and then ultimately be placed in
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