Client Service Associate
AO Garcia Agency
Global Elite Empire Consultants is seeking dedicated individuals for a remote financial services role focused on protecting families. The position emphasizes helping clients secure their financial futures and delivering peace of mind. Interviews are conducted via Zoom. You will work independently or as part of a team, bringing strong communication and integrity to every client interaction. #J-18808-Ljbffr AO Garcia Agency
$100k - $115k
...providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and... ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment...SuggestedPermanent employmentWork at officeLocal area$80k - $105k
...Cash Management Client Service - AssociateJob Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full TimeSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year...SuggestedWork at officeLocal areaRemote workWork from homeWorldwide$35.36k - $90k
...Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities...SuggestedFull timeTemporary workWork at officeLocal areaWork visa$17 - $18 per hour
...Client Service Associate Floater New York, New York, United States The Concierge Associate is the initial point of contact for colleagues and guests at our customer's site, acting as the "face" of our client. This role is responsible for delivering an incredible...SuggestedFull timeTemporary workPart timeWork experience placementImmediate start$60k - $70k
...Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Chrysler East, NY branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing...SuggestedLocal area$55k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...- ...Client Services Associate - New York: Mandarin & Cantonese Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give...Work at office
$18 - $20 per hour
...Client Services Associate New York, New York, United States Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The...Full timeTemporary workPart timeWork experience placement$70k
...Client Service Associate (Class of 2027) New York, New York, United States Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions...Temporary workSummer workCasual workInternshipWork at officeFlexible hours- ...Client Services Associate The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego - it's about execution, service, and trust. You'll play a critical role in helping clients...
- ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to excellence and our ability to meet the unique needs of both our clients...Work experience placement
$80k - $85k
...Client Service Associate The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service...Work at office$39k - $43k
...a focus on excellence, integrity, and personalized service, we ensure the perfect match for every client and candidate. At NextShining., we are committed to... ...seeking a personable and motivated Client Service Associate to join our team in New York, NY. In this role,...Full time$90k - $120k
...Job Description Job Description Job Description: We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands-on portfolio management with team leadership, ensuring accurate execution...Work at office$70k - $80k
...Job Description Job Description Purpose of Position: To provide support to both our Client Service and Business Development teams in all aspects of Institutional Asset Management and Custody. This role will act as a liaison between both existing external relationships...Work experience placementWork at officeRemote workVisa sponsorshipWork visa$66.5k - $80k
...Fortune 500 companies, major agencies, trade associations, nonprofits, and governments use... ...nearly every American adult and enable clients to deliver content directly to decision... ...most to them. We are hiring a Client Services Associate in our New York City office....Work at officeWork from homeMonday to FridayDay shift$40k - $45k
...who is ready to contribute, develop new skills, and build a rewarding career with us. Job Description As a Client Service Associate, you will serve as an important point of contact for our clients, helping ensure that questions, requests, and day-to-day...Full time$33.28k - $85k
Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY Registered 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. Through...Temporary workWork at officeLocal area- Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments,...
- ## Client Services AssociateApplylocations: US-New York, NY (1250 Broadway)time type: Full timeposted on: Posted Todayjob requisition id:... ...website at You Will Be DoingThe position of the Client Services Associate is responsible for serving as the first level of support to...InternshipLocal area
$70k - $110k
...Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration. The ideal candidate will have experience...Work at office- RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Red Bank, NJ. You will handle account questions, onboarding, documentation, and routine trades while upholding a client-first approach in a fast...
$67k - $75k
**Position Summary:** The Cerity Partners Family Office isseekinga driven, team-oriented Client Service Associate to support and grow with our team. In this role, you will partner with Advisors and internal specialists to help deliver family office services to UHNW individuals...Work at officeLocal areaFlexible hours$18 - $20 per hour
Client Services Associate Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview The Client Services Associate provides exceptional office...Full timeTemporary workPart timeWork experience placementImmediate start$80k - $85k
Position Overview Investment Management firm based in Manhattan is seeking a Client Services Associate to join the Client Services department. The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the...Full timeWork at office- J.P. Morgan Chase in New York, NY is seeking a Private Client Investment Associate within Wealth Management to deliver superior client service and operational support to Private Client Advisors. Responsibilities include facilitating account openings, money movement, and...
- ...well. This is Raghav Jha, and I work for Soft Sages Technology. Please find the job description below for the position of "Client Service Associate" with our top client "Invesco" . Share your updated resume if interested. Client Service Associate Invesco Duration: 6...Contract work
- ...Client Services Associate / Travel (Remote) Denver, Colorado, United States About the Job About Us: We are a trusted travel services organization dedicated to delivering seamless booking experiences and personalized travel support. Our team partners with top travel...Remote job
$35.36k - $90k
Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$65k - $80k
...individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The... ...advertising or public marketing. We are seeking an experienced Client Service Associate to join our team. This position will have direct client...Work at officeRemote workFlexible hours
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