Client Services Associate
Hellosunshinetravels
Overview Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motivated individuals to become successful booking agents. Our mission is to empower self-driven, travel-loving entrepreneurs to work from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan theirs, our team members enjoy the freedom of being their own boss while earning income doing what they love. We are currently expanding and seeking passionate people who are: Excited about travel Ready to transform their vacations into a business opportunity At Hello Sunshine Travels, we believe travel should not only be an adventure it can also be a paycheck. Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling customer inquiries and providing exceptional customer support. Daily tasks will include responding to emails and phone calls, resolving client issues, assisting with travel bookings and reservations, and ensuring overall customer satisfaction. The associate will also work closely with the finance team to process payments, provide budgeting assistance, and manage invoices. Qualifications Client Services and Customer Service skills Customer Support and Communication skills Basic knowledge of Finance and related processes Proven ability to multitask and handle multiple client interactions simultaneously Strong problem-solving skills and a detail-oriented mindset Experience in the travel or hospitality industry is beneficial #J-18808-Ljbffr Hellosunshinetravels
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$60k - $65k
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...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...SuggestedWork at office$23 per hour
...Client Services Associates / Collectors Concierges We're looking for Client Services Associates / Collectors Concierges to join our Customer Experience team to provide world class customer experience to our customers around the world. This role will work directly with...SuggestedHourly payFull timeWork at officeFlexible hoursShift work- ...Client Services Team Member Proxymity is a pioneering investor communications platform. Our unique, cutting-edge solutions connect global listed companies with their shareholders, via their intermediaries, in real time. This creates a more efficient, accurate and transparent...
$80k - $105k
...Group offers a diverse range of financial services, including banking, leasing, securities,... ...corporate, institutional, and municipal clients. It connects a diverse client base to... ...Performs a variety of client service functions associated with supporting the strategic...Work at officeLocal areaRemote workWork from homeWorldwide$18 per hour
...Client Service Associate New York, New York, United States Location: New York, NY 10020 Schedule: Mon - Fri 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an office...Full timeTemporary workWork at officeImmediate start$34.32k - $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$34.32k - $90k
...Registered Client Service Associate 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...Temporary workWork at officeLocal 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...$34.32k - $90k
...Registered Service Associate Registered Service Associates perform operational support and oversight on behalf of the Complex as well as... ...support) Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley...Temporary workWork at officeRemote workHome officeNight shift$22 - $25 per hour
...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization...Hourly payFull timeWork at office$43 - $45 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 3+ month contract in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. Job Summary The Client...Hourly payContract workWork experience placementWork at office- ...Client Services Associate Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the...Work at office
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
$20 - $25 per hour
...Client Service Associate Sunset Park, New York Hanover Bank When you love your work and the people you work with, careers are made! Embracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion...Hourly payFull timeTemporary workWork at officeRemote work$80k - $95k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...Work experience placementWork at office$41.2k - $76.8k
...Client Service Associate, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful...Minimum wageWork at officeLocal areaNight shift- JPMorganChase in New York seeks a Client Account Manager to support our Insurance segment, delivering exceptional service to institutional clients. This role involves being the main contact for client servicing needs and ensuring smooth onboarding and compliance processes...
$80k - $100k
Work from Home Client Services Associate (Life & Health) Miller Family Agency aims to provide our sales force with innovative marketing and lead programs while offering high-quality insurance products and services to our clients. Job Summary: This is a work-from-home position...Full timePart timeWork from homeFlexible hours$34.32k - $90k
POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management... ...support) Identify firm services and solutions that support clients’ needs including secure, digital offerings like Morgan...Temporary workWork at officeRemote workHome officeNight shift$80k - $100k
A wealth management firm in New York is seeking a Client Service Associate to provide quality service, facilitate operational tasks, and assist with client onboarding. The ideal candidate has strong interpersonal skills, experience in customer service, and a problem-solving...$60k - $70k
Senior Client Service Associate - Little Silver, NJ We are seeking a Senior Client Service Associate to serve as the liaison between clients and Financial Advisors, ensuring a smooth client experience across all financial processes. Responsibilities New Client Onboarding...Full timeTemporary workWork at officeFlexible hours$55k - $65k
Registered Client Service Associate (Midtown East, New York) Join to apply for the Registered Client Service Associate (Midtown East, New York) role at Oppenheimer & Co. Inc. Registered Client Service Associate (Midtown East, New York) 1 week ago Be among the first 25...Full timeLocal area$34.32k - $90k
711 MS Smith Barney, LLC is seeking a Client Service Associate in New York, NY. This role focuses on providing exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors. Responsibilities include managing client relationships, executing...$74.39k - $103.81k
Citi is looking for a Registered Client Service Associate in Bethesda, Maryland. This role integrates specialty knowledge in delivering wealth management services to clients while upholding compliance standards, risk assessment, and communication responsibilities. The...- ...projects and partner with senior leaders to solve critical business challenges in Asset Management. As a Management Associate supporting the Head of Client Service Asset Management - Americas, you will work with senior leaders and internal business managers to execute key...Immediate start
$100k - $115k
Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted Tuesday, May 12, 2026 at 5:00 AM Your Future Team LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth...Permanent employmentWork at officeLocal area$23.52 - $39.17 per hour
Job Overview Senior Client Service Associate - In‑office role located in Wantagh, NY. Supports financial advisors under LPL’s Employee Advisor Model, enhancing client relationships, ensuring regulatory compliance, and helping to grow the firm. Responsibilities Serve as...Hourly payWork at office
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