Client associate jobs in Edison, New Jersey - Page 3Crear alertas

Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team. Registered Client Service Associates provide exceptional service to our clients and sup

The Senior Associate Client Representative works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Leverage templates and system generated letters and forms to produce standard communications to clients and ca

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Private Equity Client Relationship Senior Associate. The Private Equity Client Relationship Senior Associate is a key contributor to Grant Thornton's growth strategy in the private equity sector. Grant Thornton is seeking a Private Equity Client Relationship Senior Associate to join the team in New

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the directi

Associate Client Representative/h2pThe Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Set up and maintain accurate account details, contacts, and policy information in EPIC/liliAttach, organize, and name documents in EPIC/lili