Client Services Associate

Client Service Associate - Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years' experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management ('SIWM') is actively seeking...

Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

Client Service Associate - Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years' experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management ('SIWM') is actively seeking...

Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

Do you thrive on building strong client relationships?We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.Responsibilities:Manage client inquiries and requests, providing timely...

Do you thrive on building strong client relationships?We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.Responsibilities:Manage client inquiries and requests, providing timely...

Do you thrive on building strong client relationships? We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships. Responsibilities: Manage client inquiries and requests, providing...

**Client Service Associate - Successful Investor Wealth Management Inc.** We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. **KEY RESPONSIBILITIES**: - Liaison with the appropriate...

Client Service Associate – Successful Investor Wealth Management Inc. We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (‘SIWM’) is...

Client Service Associate – Successful Investor Wealth Management Inc. We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (‘SIWM’) is...

Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

Do you thrive on building strong client relationships? We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships. Responsibilities: Manage client inquiries and...

Do you thrive on building strong client relationships?We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.Responsibilities:Manage client inquiries and requests,...

**Job Summary** **Responsibilities**: - Communicate with clients to understand their needs and provide appropriate solutions - Manage client accounts and build strong relationships through effective account management - Collaborate with the routing team - Support project management initiatives related to client services - Provide excellent customer service...

**Responsibilities** - Data entry of client lists and updating financial data - Preparing invoices, sending out invoices and following up for client payments - Any office duties as required by Management **Requirement** - Excellent analytical and problem-solving skills. - Excellent Communication skills - Need an year of experience in Customer Service...