UNKNOWN

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We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

YEAR

NFP Corp

Associate, Client Service

Aon Plc

A Senior Associate or Supervisor on the Private Client Services team plans, prepares, and delivers client work to Managers, Senior Managers, and Partners independently and with limited supervision. They are a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity.

Weaver

Tax Senior Associate Or Supervisor - Private Client Services

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FULL_TIME

Expertly onboard and maintain highly complex client accounts (including intricate corporate, trust, and pension structures), process high-value money movement, and handle complex estate settlement needs. Train, guide, and rigorously review the daily work of Junior Client Service Associates, intelligently prioritizing tasks and managing the overall departmental workflow.

Acorn Financial Services Inc

Client Service Associate

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Edelman Financial Engines LLC

Position: Client Service Associate Firm: Stuart Financial Group Location: Greenbelt, MD Overview: Stuart Financial Group based in Greenbelt, MD , is a boutique and independent financial and legacy planning firm exclusively serving retirees and soon-to-be retirees in the greater DC Metro area. Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.

Advisor Talent Solutions

Client Service Associate - Greenbelt, MD

Prepare highly accurate new account paperwork, process dynamic account changes, and initiate account transfer paperwork while rigorously verifying asset transfer eligibility. Achieve and maintain an exceptionally low technical exception rate (NIGO - Not In Good Order) on all new account paperwork and critical money movement requests.

Junior Client Services Associate - Specialist

This entry-level role is ideal for individuals who enjoy helping clients, building strong communication skills, and working in a fast-paced environment. We are looking for a professional and customer-focused Client Service Associate to join our Washington, DC team.

HOUR

Agent So Fearth

Client Service Associate (Entry-Level)

The Hire Talent

What You Will Do Expertly onboard and maintain highly complex client accounts (including intricate corporate, trust, and pension structures), process high-value money movement, and handle complex estate settlement needs. Train, guide, and rigorously review the daily work of Junior Client Service Associates, intelligently prioritizing tasks and managing the overall departmental workflow.

Acorn Financial Services

Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients. Introduction : At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate.

<p>Gallagher, a global insurance brokerage and risk management services firm, helps clients address risk, protect assets and recover from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to rebuild their lives. Gallagher is the only insurance broker recognized by the Ethisphere Institute as a World's Most Ethical Company.
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Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services.
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Gallagher

Client Service Associate - Surety

[AW]-iCims

The Sr Client Service Associate serves as a key liaison between clients, advisors, and internal/external partners, ensuring a smooth, high-quality client experience while supporting the day-to-day operational needs of the office. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.

Wealth Enhancement Group Acquisition

Sr Client Service Associate

Across North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.

SPS North America

GreenHouseAPI

We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world.

Client Services Associate

How We Measure Success (Outcomes) Achieve and maintain an exceptionally low technical exception rate (NIGO - Not In Good Order) on all new account paperwork and critical money movement requests. What You Will Do Prepare highly accurate new account paperwork, process dynamic account changes, and initiate account transfer paperwork while rigorously verifying asset transfer eligibility.

Wealth Enhancement Group LLC

Our AmLaw 100 client’s Private Client Services group advises high-net-worth individuals, family offices, and closely held businesses on complex estate and tax planning matters. The work spans estate structuring, business succession, charitable giving, and cross-border planning for clients with diverse portfolios.

Advocates Legal Recruiting

Private Client Services Associate – Junior to Mid-Level

In this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .

Homebasedcareersintravel

Client Service Associate – Travel (Remote)

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.

Morgan Stanley

All interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.

Buyer Jobs in Phoenix, AZ

Associate, Client Service NFP Corp

Associate, Client Service Aon Plc

Tax Senior Associate Or Supervisor - Private Client Services Weaver

Client Service Associate Acorn Financial Services Inc

Client Service Associate Edelman Financial Engines LLC

Client Service Associate - Greenbelt, MD Advisor Talent Solutions

Junior Client Services Associate - Specialist Acorn Financial Services Inc

Client Service Associate (Entry-Level) Agent So Fearth

Client Service Associate Acorn Financial Services

Client Service Associate - Surety Gallagher

Sr Client Service Associate Wealth Enhancement Group Acquisition

Client Service Associate SPS North America

Client Services Associate RH

Junior Client Services Associate - Specialist Acorn Financial Services

Client Service Associate SPS

Sr Client Service Associate Wealth Enhancement Group LLC

Private Client Services Associate – Junior to Mid-Level Advocates Legal Recruiting

Client Service Associate – Travel (Remote) Homebasedcareersintravel

Client Service Associate Morgan Stanley

Work From Home - Client Services Associate Global Elite Empire Consultants

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