Financial Client Services Associate
$75k - $85kUBS Financial Services Inc.
A prominent financial services firm is seeking a Registered Client Associate in New York City. The role focuses on client servicing and supports a financial advisor team. Applicants should have Series 7 and 66 licenses, ideally 2-3 years in client service, a finance degree, and strong communication skills. Responsibilities include managing client information and preparing materials for meetings. The position offers a full-time role with a competitive salary range of $75,000 to $85,000 annually. #J-18808-Ljbffr UBS
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$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$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- ...Clubessential is looking for a skilled client support representative in the United States. You will be the first point of contact for... ...skills, as well as a passion for delivering exceptional client service. Clubessential offers an inclusive workplace and opportunities...
- ...Arthur J. Gallagher & Co. (AJG) is hiring a Branch Client Service Associate I in the United States. This role focuses on providing excellent service to clients by managing branch workflow and client support. Qualifications include a high school diploma with 1 year of...Work at officeFlexible hours
$59k - $64k
...empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs and delivering value for our shareholders.... ...where we live and work.Job DescriptionThe Fund Services team is responsible for a variety of functions including...Permanent employmentWork at officeRemote workVisa sponsorshipFree visa- ...Client Services Associate Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan... ...What We're Looking For ~13+ years of experience in financial services, client operations, or customer success (experience...Work at office
$90k - $120k
...Job Description We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This... ...multiple priorities in a fast‑paced environment Insurance or financial licenses (preferred) Pay Range The anticipated pay range...Work at office$95k - $105k
...Job Description Client Service Associate (CSA) Role Overview Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high-touch, client-centric wealth management experience. The CSA...Full timePart timeWork at officeLocal area$55k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer... ...Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage,...$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...examples Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate...Temporary workWork at officeLocal area$19.61 - $24.51 per hour
...Overview The Client Services Representative/Phone Seller represents Saks Fifth Avenue’s ideals of service and quality to the customer.... ...work/life balance. Benefits package for all eligible full‑time Associates (including medical, vision and dental). Associate discount....Full timeLocal areaFlexible hoursNight shift- ...jobr.pro is seeking a passionate individual for a role in client service leadership that offers flexibility and growth opportunities. Enjoy the freedom to work from home while advancing your career. You'll be part of a nurturing community that values work-life balance...Remote workWork from home
$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$61.28k - $85.52k
...Client Services Associate Apply (opens in new window) Job Req Id: 26966068 Location(s): Great Neck, New York, United States Job Type: Hybrid... ...reorganization notices, performance reporting, Executive Financial Services requests Build and maintain relationships with client...Full timeWork at office$45k - $50k
...Rights Center ( is a national, nonprofit consumer service organization that works to ensure access to affordable... ...the Medicare program. The PositionClient Services Associate Medicare Rights is seeking a full-time Client Services Associate. The position will report to the...Full timeRemote work$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... ...experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for...Hourly payContract workWork experience placementWork at office$25 - $44 per hour
...Bank of America in New York is seeking a motivated individual to provide client service support to Financial Advisors. Responsibilities include ensuring excellent service, maintaining client relationships, and aligning practices with bank policies. Candidates should have...Hourly pay- ...Registered Client Service Associate 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 back to your community...
- ...Garcia Agency seeks dedicated individuals for a work-from-home financial services role aimed at protecting families and making a positive... ...growth while upholding the highest standards of integrity in client interactions. Join a mission that supports families and children...Remote workWork from home
- ...Framework Ventures is seeking a skilled professional to assist clients and broker partners with service requests in a fast-paced environment. The role requires 1-2 years of experience in the securities industry and a FINRA Series 7 license. Candidates should possess strong...Home office
- ...A growing travel business is seeking a Client Services Associate to provide exceptional customer support in a full-time remote position. This role involves handling customer inquiries, assisting with travel bookings, and collaborating with the finance team for payment...Full timeRemote work
- ...anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for...Full timeRemote work
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