Client services jobs in Toms River, New Jersey - Page 2Créer des alertes d'emploi

Registered Client Services Associate - Brokerage. May participate in client meetings with a Financial Advisor(s) upon request. Collaborates with Financial Advisor(s) to prepare client meetings and presentations, including gathering relevant data and creating reports.

Registered Client Services Associate - Brokerage. Communicates daily with clients providing trade settlement information, coordinating the payment and delivery of funds, providing portfolio information and other requests. Serves as first point of contact to service a high volume of daily interaction

Registered Client Services Associate - Brokerage. Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Experience: 5 or more years experience in financial services or sales environment.

Gaming Laboratories International (GLI) is seeking a bilingual Client Services Administrator to provide sales support to our global Client Services team. We are seeking a professional like you to support our clients' needs by providing administrative sales support for the LACSP Client Services team.

Provides high quality operational support to Financial Advisors and their clients, as well as other team members. Onboards new clients while ensuring all required documentation is complete and accurate and monitors the incoming transfer of new assets. Assists Financial Advisor(s) with marketing effo