Client Services Associate
TransPerfect
TransPerfect Is More Than Just a Job…Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards.OverviewWe’re looking for a Client Services Associate to join our team! In this role, you’ll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. You’ll help coordinate new projects, manage preflight tasks, enter key details into internal systems, and ensure everything is ready for production.DescriptionRespond to client requests for new project initiatives through our centralized technologyCollaborate with various members of the production team to assess the scope of work and produce cost and timeline estimates for translation projects and requestsInitiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completionEnsure that any pitfalls are addressed and resolved with the client before being submitted to the production teamWhere applicable, initiate some project specifics to set the production team/individual project up for successTake a proactive role in learning about clients’ industry, business needs and company culture, educating the project team, and providing a high level of serviceMonitor and communicate project progress, ensure strict adherence to deadlines and budgets and ultimately produce high quality deliverablesServe as the central point of contact for and liaison between external client contact and internal production staffSet and fulfill client expectationsComply with all ISO regulations, processes and proceduresPotentially troubleshoot problem projectsUnderstand and abide by individual project instructions and effectively communicate to the production teamInvestigate client complaints where applicableDiscuss issues with clients and production staff and creatively problem solve to alleviate issuesComplete any other tasks that are deemed appropriate for the role as assigned by a manager/supervisorWhat we offer:Equal opportunities within an environment that celebrates diversity.Possibility to collaborate with the managers and colleagues from different, international locations.Friendly working environment.Opportunities to learn and grow within the Company.Required Experience and Qualifications:Minimum Bachelor’s degree or its equivalentExperience in customer serviceExperience building relationships with clients and co-workersDesired Skills and Experience:Knowledge of a second languageExperience coordinating projects and assignment of resourcesSummaryLocation: US-Corvallis, OR; US-Boulder, CO; US-San Francisco, CA; US-New York, NY (1250 Broadway); US-Hawaii; US-Rochester, NY; US-Atlanta, GAType: Full time
$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...SuggestedFull time- ...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...Suggested
$100k
...families, and endowments. Since 1983, our unwavering commitment to clients and their investments has guided every decision. Evergreen... ...working with limited supervision. Duties and Responsibilities Client Service and Account Maintenance Provide support or serve as back-up to...SuggestedWork at office$85k - $114k
1 day ago Be among the first 25 applicants Direct message the job poster from Morgan Stanley 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....SuggestedFull timeTemporary workWork at officeLocal area$80k - $111k
...Senior Client Service Associate The Senior Client Service Associate will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative...SuggestedInternshipFlexible hours- ...UBS in San Francisco is seeking a Registered Client Associate to support high-net-worth clients. You will keep systems up-to-date, educate clients on account services, and assist in preparing materials for client meetings. The role requires Series 7 and 66 licenses (for...Work at office
$35.15k - $90k
...DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication... ...and documentation remains current Identify and assist with Firm services and solutions that support clients’ needs including banking products...Temporary workWork at officeLocal area- TransPerfect Is More Than Just a Job... Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards.
$70k - $90k
...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...Work at office- ...Morgan Stanley seeks a Client Service Associate to provide exceptional client service and support Financial Advisors in daily operations. You will build trusted relationships through regular client interactions and help manage accounts, documentation, and requests. Ideal...Work at office
$225k
...Compensation: Up to $225,000 About Our Client: Our client is a growing, high-touch wealth management firm that delivers a highly... .... This hire will play a central role in keeping client service, investment operations, and alternative investment workflows running...Flexible hours- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
- UBS is hiring a Client Associate in San Francisco to support client service, educate clients on account services, and prepare meeting materials. The role requires 1-3 years in finance client service, a finance-focused degree, and strong communication skills. Cantonese/Mandarin...Full time
$80k - $90k
...Client Service Associate San Francisco, CA BBR Partners is seeking a Client Service Associate to play a central role in delivering exceptional client and operational support. This role sits at the intersection of clients, advisors, and custodians, owning the details...Temporary workCasual workWork at officeRemote workFlexible hours- ...energetic self-starter, you will contribute to a collegial, open‑door team environment and grow with us. Ideal candidates bring a client‑centric mindset, strong communication, and exceptional attention to detail. You should be comfortable multitasking, solving problems...Work at office
- ...Investor Relations, Client Services Associate Location: San Francisco | Hybrid (4 days in, 1 remote) Industry: Asset Management / Financial Services Firm Style: Collaborative, fast-paced, and high-performing You're a Great Fit If You: Have 4–6 years of...Work at officeRemote work
- ...Bank of America is seeking a dedicated professional to provide client service support to Financial Advisors in Mill Valley, California. The role emphasizes customer-centric service and requires FINRA licenses to ensure compliance. The ideal candidate will possess strong...Hourly pay
- ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best-in-breed... ...The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal areaWorldwide
$72.2k - $85k
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and teams on a daily basis. Through regular interactions, individuals in this role build trusted relationships, leading with...Temporary workWork at officeLocal area- Morgan Stanley is seeking Registered Client Service Associates in Oakland, California to provide exceptional service to clients and support Financial Advisors and teams. The role involves building trusted relationships through effective communication, and a client-first...
$31.2 - $40.8 per hour
...meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$19 per hour
...Job Description Why You’ll Love this Guest Experience Associate Job! Deliver First-Class Service in a Luxury Hospitality Environment If you thrive... ...to create deep, meaningful relationships with our clients by going that extra mile in the form of unparalleled,...Local areaShift work- ...Full-Time Entry-Level Client Relations Associate Are you a motivated, professional, and people-focused individual looking to start a rewarding career in client relations, customer service, account management, marketing support, or business development? We are hiring...Weekly payFull timePart timeInternshipWork at officeImmediate start
$35.15k - $90k
...Service Associate Service Associates perform operational support and oversight on behalf of the Complex as well as general management support... ...support) Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley...Temporary workWork at officeRemote workHome officeNight shift- ...environments and engaging confidently with clients? If so, the Commercial Term Lending team... ...'s #1 multifamily lender as a Client Associate on our multifamily lending sales team, where... ...estate firm or other area of financial services (Investment Management, Commercial...Work at office
$80k - $120k
The OpportunityJoin the team that powers how Hinge Health comes to life for our clients and their members. As a Client Integration Associate, you’ll sit at the intersection of data operations and Customer Success, managing the file-based data connections and workflows...Work at officeLocal areaRemote workWorldwide3 days per week$98.96k - $148.44k
...United StatesSalary: $98 960,00 - $148 440,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role... ...constant communication. Provides the highest level of customer service and teamwork.Ensure all documentation is current, accurate, and...Full time$90k - $105k
...Who are you You are a motivated, client-focused individual with a strong interest in wealth management and a desire to learn and grow... ...in wealth management or experience working in a client-focused/service-oriented role, even if not specifically in the industry. A client...Work at office$86.7k - $170.9k
Position Summary Join Deloitte as a Consultant, Patient Services Salesforce Associate Architect to help clients redesign sales and service operations, improve customer experiences, and support business transformation initiatives. In this role, you will contribute...Local areaVisa sponsorship- ...Citizens Wealth Management in San Francisco seeks a Wealth Manager Client Service Associate to support a top-performing Private Wealth team. You will lead client onboarding, service existing relationships, and ensure seamless day-to-day client needs, partnering with Wealth...
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